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The following types of forms can be displayed on a per-user basis in the User interface of CAM:
Document-Analytics. Configure forms of this type to specify which document updates can be performed from the Documents tab of the Service Desk feature.
Workspace-Analytics. Configure forms of this type to specify which workspace level updates can be performed from the Workspace tab of the Service Desk feature.
Document-Search. Configure this search form to find documents on the Documents tab of the Service Desk feature.
Workspace-Search. Configure this search form to find workspaces on the Workspace tab of the Service Desk feature.
Matter Profile
Workspace-Analytics
Generate-Template. Configure this form type to specify which metadata will be visible and editable for workspaces listed in the Directory tab.
Generate-Template. Configure this search form to find and create templates from existing workspaces, then access a configured Generate Template form from the Directory tab or from within Template Editor.
Edit Name-Profile. Configure forms of this type with the metadata users will be allowed to update on document, folder, and workspace profiles. Users access configured forms from within the CAM Commands feature in iManage.
Link to Workspace. Configure this search form to find and link existing workspaces to CAM, then access a configured Link to Workspace form from the Jobs tab.
Out of the box Forms
The following forms will be automatically loaded upon tenant creation.
Document-Analytics. Configure forms of this type to specify which document updates can be performed from the Documents tab of the Service Desk feature.
Workspace-Analytics. Configure forms of this type to specify which workspace level updates can be performed from the Workspace tab of the Service Desk feature.
Document-Search. Configure this search form to find documents on the Documents tab of the Service Desk feature.
Workspace-Search. Configure this search form to find workspaces on the Workspace tab of the Service Desk feature.
Matter Profile
Workspace-Analytics
Generate-Template. Configure this form type to specify which metadata will be visible and editable for workspaces listed in the Directory tab.
Generate-Template. Configure this search form to find and create templates from existing workspaces, then access a configured Generate Template form from the Directory tab or from within Template Editor.
It is important to review the configuration of out-of-the-box forms. The forms come with preconfigured metadata that must be adjusted for the specific workflow and CAM tenant. For example, in a CAM tenant without the Analytics module, the metadata Lookup Type for Service Desk forms must be set to External to enable search functionality through the API. In CAM tenants with the Analytics module, the metadata Lookup Type for these forms should be Internal.
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