General

The General sub-tab links the case to a Dutch government zaaktype and configures how case and zaak data synchronize with the Objecten API and Zaken API.

Four independent tiles make up this sub-tab:

• Zaak detail synchronisation — synchronizes case details to an object in the Objecten API, based on an Object management configuration

• Zaak synchronisation — synchronizes the case's assignee and notes to zaak roles and zaak notes in the Zaken API

• Documenten API — shows the Documenten API plugin version detected for the case (read-only)

• Connected zaak type — links the case type to a zaaktype and a Zaken API plugin configuration, used to create a zaak for each case

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Configuring general ZGW settings

1

Expand Admin in the left sidebar

2

Click Cases under the Configuration section

3

Click a case definition to open it

4

Click the ZGW tab, then the General sub-tab

General sub-tab tiles

These settings apply to the selected case definition version and can only be edited on a draft version.

Connecting a zaak type

1

On the Connected zaak type tile, click Link zaak type (or Edit if a zaak type is already connected)

2

Fill in the zaak type details:

Connect zaak type modal

Property	Description
Select zaak type for case	The zaaktype from the linked Open Zaak / catalogi registration
Select Zaken Api plugin for case	The Zaken API plugin configuration used to create the zaak
RSIN used when creating the Zaak in the Zaken Api	The organisation's RSIN
Automatically create for each case	When enabled, a zaak is created automatically whenever a case of this type is started

3

Click Save

Click Delete on the tile to remove the link. This takes effect immediately, without a confirmation step.

Configuring zaak detail synchronisation

1

On the Zaak detail synchronisation tile, click Configure case detail synchronisation

2

Select an Object management configuration and enable synchronisation:

Case detail synchronisation modal

3

Click Create

Once configured, use Edit or Delete on the tile to change or remove the synchronisation.

Configuring zaak synchronisation

1

On the Zaak synchronisation tile, click Configure zaak synchronisation

2

Configure which case data synchronizes to the zaak:

Property	Description
Sync case assignee as ZaakRol	Toggle, plus the Roltype URL to use when creating the role
Sync case notes as ZaakNotitie	Toggle, plus the ZaakNotitie subject to use when creating a note

3

Click Create

Documenten API version

The Documenten API tile shows the version of the Documenten API plugin detected for the case, based on the process linked for file uploads (see Link upload process to case). This tile is read-only. If no version is detected, or multiple conflicting versions are detected, a warning explains what needs to be configured.