Supported configurations

This topic outlines the WorkZone Configurator and WorkZone Client configurations that can be exported and imported using WorkZone Export/Import.

WorkZone Configurator configurations

The following configurations can be exported and imported:

Configuration In WorkZone Configurator Partial name Read more

Case

 

 

 

Case custom fields

CaseCustom fields > Primary.

CaseCustomFields

Custom fields

Case properties

Exports case categories, types, and states:

Case > PropertiesCase categories.

Case > Properties > Case types page.

Case > Properties > Case states.

CaseCategories

Properties and About cases

Case party roles

Case > Custom fields > Parties and references > Case party role

CaseRoles

Custom fields

Case references

Case > Custom fields > Parties and references >Case references.

CaseReferences

Custom fields

Case document references

Case > Custom fields > Parties and references > Document references.

CaseDocumentReferences

Custom fields

Case information types

Case > Information types.

CaseInformationTypes

Case information types

Case date types

Case > Date types.

CaseDateTypes

Date types

Document

 

 

 

Document custom fields

DocumentCustom fields.

DocumentCustomFields

Custom fields

Document group

Document > Properties > Document groups.

DocumentGroupProperties

Document properties

Document type

Document > Properties > Document types.

DocumentTypeProperties

Document properties

Document parties

Document > Parties and references > Document party roles.

DocumentParties

Parties and references

Document reference custom fields

Document > Parties and references > Document references.

DocumentReferenceCustomFields

Parties and references

Document information types

Document > Information types.

DocumentInformationTypes

Information types

Document date types Properties

Document > Date types.

DocumentDateTypesProperties

Date types

Document classifications

Document > Documenation classificationstypes.

DocumentationClassifications

Document classification

Default document classification

Document > Default document classification.

DefaultDocumentClassification

 Define default classification code

Draft versioning

DocumentDraft versioning.

DocumentDraftVersioning

Draft versioning

Contact

 

 

 

Contact custom fields

ContactCustom fields.

ContactCustomFields

Custom fields

Contact references

Contact > Parties and references.

ContactReferences

ContactReferences

Contact information types

Contact > Information types.

ContactInformationTypes

Information types

Contact date types

Contact > Contact types.

ContactDateTypes

Contact types

Contact types

Contact Contact type.

ContactTypes

Contact types

Address

 

 

 

Addresses custom fields

AddressCustom fields.

AddressCustomFields

Custom fields

Global

 

 

 

Feature settings

Global > Feature settings.

FeatureToggles

Feature settings

Validation rules

Global > Validation rules.

ValidationRules

Validation rules

Custom droplist

Global > Custom droplists.

Droplists

Custom droplists

Custom types with properties

Global > Custom types.

CustomTypes

Custom types

Client

 

 

 

Client icons

Client > Icon assignments and Client -> Icon collection.

Icons

Icons collection

Custom icons assignments

Office

 

 

 

Office configuration

Office > Outlook configuration.

Office > Office template path.

Office > Office Online Server.

OfficeConfiguration

WorkZone for Office settings

Process

 

 

 

Print types

Process > Print types

WzpSystemPrintTypes

Print types

Process settings

Process > Process settings

WzpSettings

Process settings

Taxonomy

 

 

 

Classification scheme

TaxonomyClassification scheme.

Taxonomies

Classification scheme

Facets

TaxonomyFacets.

Facets

Facets

Case number format

Taxonomy > Case number format.

CaseNumberFormat

Case number format

Subnumber types

TaxonomySubnumber types .

SubNumberTypes

Subnumber types

Restrict selection of case group in clients

Taxonomy > Create case group > Selectable

SystemShow

Create a case group

Keywords

TaxonomyDictionary.

Keywords

Dictionary and keywords

Dictionary settings

TaxonomyDictionary settings.

SystemOwners

Dictionary and keywords

Retention

 

 

 

Retention policies

Retention > Retention policies.

RetentionPolicies

Rentention policies

Default retention policy

Retention > Default retention policy.

DefaultRetentionPolicy

Define default retention policy

Retention reasons for deletion

Retention -> Reasons for deletion.

ReasonsForDeletion

Reasons for deletion

Logs

 

 

 

Log settings

Logs > Deletion log settings.

Logs > Use log settings.

LogSettings

Deletion log settings

Use log settings

WorkZone Client configurations

The following configurations can be exported and imported:

Configuration   Partial name Read more

Saved searches

Exports saved searches that are used in an organization's dashboard in WorkZone Client.

  • After importing the saved searches into a new WorkZone instance, the searches are owned by the user named WZADMIN. You must reassign the ownership of the imported searches to other users for these users to be able to manage the searches, for example edit, delete, or share the searches.
  • You must have the SEARCHADM access code to reassign saved searches to other users. See Reassign a shared search.
  • If you want your custom tabs (such as saved searches) to be included into your export/import, you must also save these tabs in the organizational configuration, otherwise they will not be imported/exported. See Create a custom tab and Edit a configuration.

 

SavedSearches

Save and reuse saved searches