Quick Search
Quick searches enable you to rapidly search for cases, documents or contact persons based on a single piece of input, for example a contact person's name or a document number. The located case, document or contact is then opened in a new detail page.
You can perform quick searches instead of creating searches and defining search criteria and filters, saving time and jumping directly to the case, document or contact you are searching for.
Starting quick searches
Quick searches can be started by clicking the 
Open button in the tabs and selecting which item type you want to search for: Case, Document or Contact. You can also use a shortcut key combination to start the quick search by pressing Ctrl+G and then selecting which item type you want to search for.
Tip: The Ctrl+G shortcut key is a global shortcut key so you can start a quick search from where ever you are in the WorkZone.
Valid search criteria
You use the following input as search criteria for quick searches:
- Cases: Case number, Case title
- Documents: Document number, Document title
- Contacts: Contact name 1, Contact name 2, Contact ID
MRU and Database
When using a quick search, the MRU (Most Recently Used) list is searched first and then the entire database. The MRU list in the quick search form can be scrolled and you can select the item from the list if necessary.
Note: You cannot use the Open button to locate or open documents with the AFS state.
The AFS document state was used by the WorkZoneCaptia Web Client and is no longer in use in newer versions of WorkZone.
How to perform a quick search
To perform a quick search for a case
- In the ribbon, click Open button > Case (or press Ctrl+G and select Case). A list of the most recently used cases is displayed.
- Optionally, filter the displayed list by entering the case number or case title that you want to find.
- Select and click the needed case from a list to go directly to that case.
To perform a quick search for a document
- In the ribbon, click Open button > Document (or press Ctrl+G and select Document). A list of the most recently used documents is displayed.
- Optionally, filter the displayed list by entering the document number or document title that you want to find.
- Select and click the needed document from a list to go directly to that document.
To perform a quick search for a contact
- In the ribbon, click Open button > Contact (or press Ctrl+G and select Contact). A list of the most recently used contacts is displayed.
- Optionally, filter the displayed list by entering the contact name or contact ID that you want to find.
- Select and click the needed contact from a list to go directly to that contact.
