Quick search

Quick searches allow you to 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.

Valid search criteria

You can use the following 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 you run a quick search, the MRU (Most Recently Used) list is searched first and then the entire database. You can scroll the MRU list in the quick search form and select some 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.

Start a quick search

To start a quick search, click the Open button in the tabs and select which item type you want to search for: Case, Document or Contact. You can also use a shortcut key combination: press Ctrl+G and then select 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.

  1. In the ribbon, click Open > Case (or press Ctrl+G and select Case). A list of the most recently used cases is displayed.
  2. Optionally, filter the displayed list by entering the case number or case title that you want to find.
  3. Select and click the needed case from a list to go directly to that case.
  1. In the ribbon, click Open > Document (or press Ctrl+G and select Document). A list of the most recently used documents is displayed.
  2. Optionally, filter the displayed list by entering the document number or document title that you want to find.
  3. Select and click the needed document from a list to go directly to that document.
  1. In the ribbon, click Open > Contact (or press Ctrl+G and select Contact). A list of the most recently used contacts is displayed.
  2. Optionally, filter the displayed list by entering the contact name or contact ID that you want to find.
  3. Select and click the needed contact from a list to go directly to that contact.

See also:

Searches