Change order of drop-down list item

The default sort order of drop-down lists in WorkZone Client is by descending alphabetical order, but system administrators can change the sort order by defining a new sort order (called Rank) in WorkZone Configurator for each item. This makes it possible for an organization to display items that are created or used more often first in the drop-down list.

All items assigned an identical rank will be sorted in descending alphabetical order.

Drop down lists in the Main ribbon

The drop-down lists in the main ribbon of WorkZone Client will also be affected by any new sort orders defined in WorkZone Configurator. If a drop-down list in the main ribbon has been edited in WorkZone Client, the new user-defined drop-down list will be displayed instead of the sort order defined in WorkZone Configurator. If the user-defined drop-down list in the main ribbon is reset, the default sort order from WorkZone Configurator will used.

Cases

You can change the sort order of the items in the drop-down lists for following case properties in WorkZone Configurator > Cases > Properties.

  • Case categories
  • Case types
  • Case states

Documents

You can change the sort order of the items in the drop-down lists for following document properties in WorkZone Configurator > Documents > Properties and WorkZone Configurator > Documents > Document classification.

  • Document groups
  • Document types
  • Document classification

Process

You can change the sort order of the items in the drop-down lists for followingWorkZone Process properties in WorkZone Configurator > Process.

  • Processes
  • E-Boks materials
  • Dispatch sequences
  • Print types

Note: WorkZone Process uses the Order field to define the sort order of the options in the respective drop-down lists, but the functionality is identical to the Rank field.

Change the sort order of the Case categories field

  1. In WorkZone Configurator > Cases > Properties> Case categories tab, select the case category you want to change the sort order for.
  2. Hover the mouse over the icon to open the icon menu and click Edit to edit the settings.
  3. In the Rank field, enter a new rank for the case category and click Save to save the new sort order and close the form.

Note: The settings for Standard cases are not accessible in WorkZone Configurator and are displayed always displayed first in the case category drop-down list.

Change the sort order of the Case types or Case states field

For the case state field, replace Case type with Case state in the procedure below.

  1. In WorkZone Configurator > Cases > Properties> Case type tab, select the case type you want to change the sort order for.
  2. Hover the mouse over the icon to open the icon menu and click Edit to edit the settings.
  3. In the Rank field, enter a new rank for the case type and click Save to save the new sort order and close the form.

Change the sort order of the Document groups or Document types field

For the document types field, replace document groups with document types in the procedure below.

  1. In WorkZone Configurator > Documents > Properties> Document groups tab, select the document group you want to change the sort order for.
  2. Hover the mouse over the icon to open the icon menu and click Edit to edit the settings.
  3. In the Rank field, enter a new rank for the document group and click Save to save the new sort order and close the form.

Change the sort order of the Document classification field

  1. In WorkZone Configurator > Documents > Document classification tab, select the document classification you want to change the sort order for.
  2. Hover the mouse over the icon to open the icon menu and click Edit to edit the settings.
  3. In the Rank field, enter a new rank for the document group and click Save to save the new sort order and close the form.

See Also

Customize the Main ribbon