What's new in WorkZone Client

Co-authoring and editing WorkZone documents in web-based editors

You can now open and edit WorkZone documents in a corresponding web-based browser where you can edit simultaneously with other WorkZone users who have access to the document.

Miscellaneous enhancements

  • You can view changes to the case category in the Life cycle tab for that case, by adding the Case category column. See View the life cycle of a case.

Create cases from case templates

You can create new cases from the case templates, and have all values from a relevant template automatically filled in. See Create a new case from a template.

Prerequisite: Before you can select a case template in WorkZone Client, your WorkZone administrator must first create the case template and assign it to a group in WorkZone Configurator, and enable the Case templates feature setting under Global > Feature settings > Client.

Change a contact type or contact ID

WorkZone users with the CONTACTADM access code can now change the type and ID of WorkZone contacts. This could, for example, be relevant in cases where a citizen has recently received a CPR-number and therefore is changed from Person (without CPR) to Person (with CPR), or if a citizen has undergone a legal gender change, and has a new CPR-number. See Change a contact type or contact ID.

New Parties field available for case searches

New Parties (simple) field is available on the case search pages. It allows you to search for cases by contacts based on the contact information. That is, when you select a contact in the Parties (simple) field and perform a case search, you will find all cases where that contact is a party in any role. Previously, you could create such case searches using the Parties field, but it required multiple clicks and inputs.

Tip: The Parties (simple) field is not displayed on the case search page by default. Click Show all fields in the ribbon of the case search page, or configure the case search page to display the Parties (simple) field (see Configure a search page for more information).

Semantic search (Early Availability)

Prerequisite: Before you can use the Semantic search text and Total score fields, your WorkZone administrator must first enable the feature in WorkZone Configurator under Global > Feature settings > Client > Semantic search.

When you search for documents, you can now use the Semantic search text field on the search page and the Total score column in the search results to search for context in documents rather than keywords. Semantic search in WorkZone helps you find relevant documents without exact word matches. Instead of matching the exact search words, semantic search is based on the context of your query, which makes it easier to locate documents, even if they do not contain your exact search words.

Process references in chats

You can now associate processes to existing chats in WorkZone or base a new chat on a process. See Create a new chat based on a process.

View robot activities

In the case activity preview pane, you can see which activities were executed automatically by a robot activity in the Role column and view the executed actions in the activity history. Both are visible when the activity list is set to No filter. See View the activity list.

Improvements for working with documents

When you change main document to a supplementary document, the Main document dropdown will only show main documents from the current case.

Improvements for working with WorkZone Archive

Print case documents from cases in WorkZone Archive

You can use the Public Access, Printout of Case Documents template to generate and download a PDF file with documents from an archived case, which you can print from a local drive.

See Print case documents from an archive case.

More metadata fields available for searches in WorkZone Archive

When searching for cases or documents in WorkZone Archive, more metadata fields from the archived items are now available as search fields.

  • Your WorkZone administrator can configure which search fields will be available for selection on the search pages for your whole organization and/or specific units or users.

Share links to cases and documents in WorkZone Archive

When viewing cases and documents in WorkZone Archive, you can copy to clipboard and share direct link to the needed case or document. You can copy links to the cases and documents in WorkZone Archive from the case or document lists, as well as from the detail pages.

See Copy link to a case or document WorkZone Archive.

No changes in this release.

No changes in this release.

Cases and documents

Create documents from Documotor templates

If your organization uses Documotor to store and manage its Microsoft Office templates, you can create WorkZone documents based on the Documotor templates. See Create a document (Word, Excel or PowerPoint) from Documotor.

Prerequisite: Your WorkZone administrator must enable the Archive feature in WorkZone Configurator (Global > Feature settings > Client > Archive), and create and configure the WorkZone Archive database.

Improvements for working with WorkZone Archive

When you search for cases and documents in WorkZone Archive, dropdowns on the search pages (for example, Case group, Employee, Unit, and so on) will list items from the relevant WorkZone Archive database (and not your current WorkZone database). Items from the WorkZone Archive database are indicated by the "P[number of your WorkZone Archive]" prefix (for example, a unit named "Technology" located in the WorkZone Archive 2 will be shown as "P2 Technology"). See Search in WorkZone Archive.

Improvements for working with case primary parties

  • You can search for cases by the Primary party.
  • On the Parties list, primary party is now indicated by the green icon.
  • You can edit the primary party, even if the Primary party field has not been added to the case detail page. Previously, the Change > Primary party menu option was only accessible if the Primary party field has been added to the case detail page by an administrator. See Add or change the primary party.

Work with cases and documents in WorkZone Archive

You can access cases and documents in your WorkZone Archive (a collection of historical data that is stored across older databases). See About WorkZone Archive for more information.

Prerequisite: Your WorkZone administrator must enable the Archive feature in WorkZone Configurator (Global > Feature settings > Client > Archive), and create and configure the WorkZone Archive database.

  • You can search for cases and documents in WorkZone Archive and preview their details directly from the search results, or go to the needed case or document page.
  • For documents, you can also:
    • Import documents from WorkZone Archive to existing WorkZone cases.
    • Preview a PDF version of the document.
    • Open the document in a corresponding program.
    • Download the documents as single files.

See Work with WorkZone Archive.

Cases and documents

Grouping by Acting unit for the bar chart and donut chart widgets

When configuring the bar chart or donut chart dashboard widgets for cases and documents, you can now group the displayed items by their Acting unit. See Widgets.

Contacts

External ID field available for Contacts

The new External ID field is available for the Contact search and Contact detail pages. The External ID value can also be displayed for contact lists and edited for single items.

Record access right field can be edited from lists

The Record access right field is now editable from the lists of case parties or document parties.

Tip: Add the Record access right column to a relevant list first. See Add / Remove columns in a list.

Documents

Use document creation date as Letter date for added case documents

You can have the document creation date automatically inserted as the Letter date for your case documents added to a case via drag and drop from Outlook or from the file system.

  • For items added from Outlook, the Letter date will be the current date.
  • For items added from the file system, the Letter date will be the last modified date of that item.

Prerequisite:

  • The Use letter date as document created date setting must be enabled by an administrator in WorkZone Configurator > Explorer > Explorer configuration.

  • The Drag and drop files setting must be enabled in administrator in WorkZone Configurator > Feature settings > Client.

Cases

New standard field Case start available for case detail pages

The new Case start field indicates the date when the case was started. This field is filled in manually and can be relevant if, for example, the case start date is different from the date when the case was created in WorkZone.

This field is not displayed by default and must be added to the case detail page configuration by a system administrator.

Lists

Flag items in the case, document, or contact lists

When working with case, document, or contact lists, you can flag items to distinguish them from the rest. For example, you can flag the items that you find most relevant to a particular case, or would like to check first, or would like to print. By adding the Flaggedcolumn to your list view and sorting by it, you can quickly access your flagged items in a case, document, or contact list. See Flagged items.

Search for columns in the Select columns dialog

When configuring the columns settings, you can now search for the needed column by typing its name into the search bar at the top of the Select columns dialog. See Add / Remove columns in a list.