Configure the new case fields

If you have the CONFIGADM access rights, you can configure fields that will be displayed in the Create new case dialog.

Prerequisite:

This functionality is only available in WorkZone 365 Hotfix 01.

Important: There are two separate configurations for the individually saved emails and for multiple saved emails. This means, that your changes made to the configuration of the Create new case dialog for individually saved emails will not apply to the multiple saved emails, and vice versa.

Configure the new case fields

  1. In the Create new case dialog, click .
  2. In the Edit configuration dialog, perform the needed changes:
    • Drag and drop the displayed fields to new positions to reorder them. You can arrange fields in a single column or in two columns.
    • Click Add field at the upper-right corner to add more fields.
      1. In the Available fields pane, tap on a field to add it.
        • Search for the needed field using the search bar at the top.
        Note: Some fields can only be configured for individually saved emails:
        • Title, Letter date and Document type: for multiple saved emails, these fields cannot be configured, as they are filled in automatically based on the corresponding email data.
        • Type, Replied, Created by, Created date, Document number, State, Origin, and Retention date: for multiple saved emails, these fields cannot be configured, as they might contain multiple values.
      2. Click X to close the Available fields pane.
    • Click over a field to remove that field.
    • Click over a field to make (or unmake) it Read-only.
    • Click over a field to make (or unmake) it Required.
  3. Click Save.