Work with lists

Open a page of an item from a list

If you open more than one item from a list, pages of each item (for example a case, document, or contact) will open in a new tab. This makes navigation easier and gives you a quick overview of each opened item.

  1. Open a list that contains the item whose detail page you want to open.
  2. Double-click the item. Its page will open in a new tab.

Work with multiple list items

When you work with lists, you can apply some of the actions to multiple selected items in a list.

  • For cases: You can copy, share, close, and reopen multiple selected cases.

Sort a list

You can sort a list in the ascending or descending order by values in a list column.

  • To sort a list in the ascending order, click the title of the desired column.
  • To sort the list in the descending order, click the title one more time.

Filter a list

You can filter any list by one or more of its columns to narrow down the displayed results or to find specific items. Columns with an active filter are highlighted with light green color. Your applied filters will be remembered for the next sessions, until you reset them.

Apply a filter

  1. Open a list.
  2. Point at the name of the column that you want to filter. The column filter icon will appear.
  3. Click the column filter icon.
  4. In the Filter by dialog, click the empty field to open a drop-down or start typing to find matching values.
    Tip: You can type part of the needed word and all values that include this part will be listed.
  5. Select the needed value, and click Apply. The selected filter will apply, and the column heading will be highlighted with the light green color.

Reset a filter

You can reset a single list filter or all list filters at once. If you want to reset a list filter from one column but keep list filters applied to the other columns, you must edit the list filter you want to reset and remove all filter criteria from that list filter only.

  1. Open a list you want to remove a filter from.
  2. Click the column filter icon.
  3. In the filter dialog:
    • Click Reset to reset the selected list filter.
    • Click Reset > Reset all to remove all list filters from the selected list.

Search in a list

You can search in a list to quickly find the needed items within that list.

  1. Open a list.
  2. In the top right corner, click Search.
  3. Note: The Search icon will only be displayed for the lists where free-text searching is possible.
  4. In the search field, start typing to filter the displayed list items. Matching search results will be shown as you type.

Export a list to Excel

You can export any list from WorkZone to Excel and have all information about the items of this list automatically inserted into an Excel document.

Note:

You can edit the exported Excel document (for example, to create a report) in the same way as you would edit any other Excel spreadsheet. However, any changes that you make in the Excel spreadsheet will not be saved in WorkZone.
  1. Open a list that you want to export to Excel.
  2. Click Export to Excel. The selected list will be downloaded as an Excel document.
    • The first time you export a list from WorkZone to Microsoft Excel, you must set up your Excel connection.

See also:

Customize lists