Create Category to add shortcuts in the MyMatters - You can add the below parameters in the CSV while creating or modifying the workspace.
Columns | Description | Supported Values |
|---|---|---|
UniqueSystemWorkspaceColumns | To specify unique system metadata. Is case insensitive. | String. E.g. ClientId=gh12&MatterId=771g |
Or you can add Unique Metadata Ids | Set the Unique Ids. Add separate column for each id in the CSV | String - E.g. ClientId, MatterId |
systems | The external system | Enum. E.g. imanage, netdocuments |
AddToMyMatters | Sets if the workspace will be added as shortcut, to the My Matters page. Type in the user email to add to their my matters. | String Users separated by pipe character "|"; userid or emailaddress|user For e.g.: alexey.marcus@prosperoware.com|User |
Category | Allows to create multi-level categories with placeholder values | String E.g. cete1/@clientid@-@matterid@/@custom5id@/@mattertypeid@/cate5 If Category1 does not exist, it will create Category1 (clientid) and subcategory Category1.1 (matterid) If Category1 exist and Category1.1 does not exist, it will create the Category1.1 and add the specified workspace shortcut to it. Note: You can create a new category or subcategory to an existing category by specifying the direct path in this column to add the workspace shortcut. |
Create a CSV file using Text Editor
Open any text editor and enter the data, separating each value with a comma and each row with a new line, as shown in the illustration below:
Save the file with extension .csv
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Create TSV file using Text Editor
Open any text editor and enter the data, separating each value with a tab and each row with a new line, as shown in the illustration below:
Save the file with extension .tsv
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Create a CSV/TSV file using Excel
Open an Excel sheet and enter the data.
To save the spreadsheet as CSV, select File → Save As and select CSV (Comma delimited) as the type.
To save the spreadsheet as TSV, select File → Save As and select Text (Tab delimited) as the type.
Excel will display a dialog box indicating some Excel features may be lost in the format chosen. Click on Yes to continue to save the file in CSV/TSV format.
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Tip: A text editor like Notepad can suffice for creating and editing simple CSV files. However, if you are working with large data, using an application like Excel is preferable. |
Note: If you plan to set workspaces with no templates in the Workspace Wizard or CSV Import, you will need to set up a metadata field for NoTemplate in CAM.
This format would be:
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Metadata name= NoTemplate
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Type= boolean
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Learn how to create your own CSV/TSV files with a Text Editor or Excel.