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Settings: Case-work defaults

Workspace-wide defaults for case work — default view, document storage, duplicates, case histories, inactive cases, and external access.

Written by amaise Support

Under «Settings» → «Features» you set a few defaults that apply to all users of your workspace (permission «TENANT__U_CONFIG»). They answer the question «Why does amaise behave this way for us?».

The case-work defaults under «Settings» → «Features»

The defaults

  • Default view — which view a case opens in (Dashboards, case history, or Documents). Only the views enabled for the workspace can be selected.

  • Default document storage — the storage that newly uploaded documents land in.

  • Duplicates: excluded storages — storages that are excluded from duplicate detection.

  • Case history: visible views — which case-history definitions users can select.

  • Definition of inactive cases — after how many days without activity a case is considered inactive. This setting appears only if the inactivity check is active for the workspace.

  • External access — how many days access lasts when someone gives an external user access to a case, in the access panel or from a collaboration request (30 by default, between 1 and 3650). For each case, the end date can still be changed or removed in the access panel. This setting appears only if collaboration is enabled for the workspace.

Note: These defaults are starting values for the whole workspace. Individual users can choose a personal view that differs from these, where that is provided for.

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