Page Comparison

Dialog Name

Enter a name for the workspace dialog. The label that is displayed at the top of the dialog.

Set as Default

Select Yes to set the workspace dialog configuration as the default configuration based on Action Type to be applied to all workspaces.

E.g. User can set a default dialog for Create Workspace and another default dialog for Create Team action type and so on.

Add Default Templates

Allows for a default template to be set on the workspace wizard to be used. After Default Templates are added, the user should only see the templates added as default. If no Default Template is added, all templates show. When a Template is added as default, that template should not show again in the list when adding another template as default.

System

Set the external system to use for this dialog.

Action Type

Sets the type of the wizard. Available types are: Create Workspace, Create Team, Create Channel, or Request Access.

Workflow

Displays the default workflow name

Display Name

Enter name for the workflow. This is displayed in the navigation pane and at the top of the workflow. This is a required field.

Description

A brief description for the workspaces created through the dialog

Is Hidden

Select Yes to hide the panel in the workspace wizard, when entering information for the workspace dialog.

Lookup Type

Available only in the Security Panel.

You can restrict the Users to add/modify security members either from internal or external users and groups.

Select the option “Internal or External”. It will display Users and Groups based on this option in the Security Panel while creating/modifying the workspace.

Change order

Click the Change Order button to change the panel order in the workspace wizard. In the Change Panel Order window, drag and drop the panels to revise the order. Click Save.

System

Only applicable to the Workspace Panel

Select the external system to create the workspace.

Workflow

Displays the Workflow name

Display Name

Displays the edited workflow name

Order

Displays the order of the workflow

Description

Displays the description entered above

Hide

Displays Yes if workflow hidden

Edit

Click the button to edit workflow details.

User/Group

Select if the permission is to be assigned to a user or group.

Select a User/Group

Select the user/ group from the drop-down. To select a user, either click the drop-down menu and select from the list or manually enter the name, which will auto-complete if the user is added in the Users & Groups tab.

Permission

Select Allow to assign the permission to the user/group. Select Deny to restrict access to the user/group.

Requires Approval

Select Yes to add an additional Approval step when creating the workspace. The workspace will be created only if approved.

Expiration Date

Specify the expiry date of access to the user/ group.

User/Group

Displays the user name/group

Requires Approval

Displays Yes if the workspace created by the user requires approval.

Edit

Click the button to edit the user/group access.

User/Group

Select if the approver is a user or group who require approval to create a workspace.

Select a User/Group

Select the user/ group from the drop-down who can approve the workspace. To select a user, either click the drop-down menu and select it from the list or manually enter the name, which will auto-complete if the user name is added in User Management>Users.

Permission

Select Allow to assign the approval permission to the user/group. Select Deny to restrict access to the user/group.

Expiration Date

Specify the expiry date of the approval access to the user/ group. This is a required field.

User/Group

Displays the user name/group

Edit

Click the button to edit the user/group approval details.

Metadata

Select the metadata from the drop-down. To assign a metadata, either click the drop-down menu and select from the list or manually enter the value, which will auto-complete if it is assigned in Administration>Metadata.

Default Value

Select the default value to be assigned to the metadata. Manually enter a value for the field or the drop-down will display values if it is assigned in Administration>Metadata>Manage.

Display Label

Enter a display name for the metadata. Make this as specific as needed to differentiate between similar metadata names that may exist.

Help Text

Enter help text to be displayed as a tool-tip on the custom field.

Type

Select the type of metadata from the drop-down. Options include:

• Date: Represents date value (e.g. 2018-10-10)

• String: Alphanumeric characters (e.g. cam123)

• Boolean: Represent logical values (e.g. True or False)

• Number: Numeric data values (e.g. 1,2,3)

• Currency: Represents integer format (e.g. 123.456)

Look Up

Select Yes to include the Metadata as a look up field.

Lookup Type

• Internal - The values in the drop-down are populated from the CAM metadata. You can select the metadata values from the drop-down.

• External - The values in the drop-down are populated from the configured external system. You can select the metadata values from the drop-down.

Create a new value?

Select value. Select Yes to add a new value to the look up field.

A sign is added next to the look up field in the panel.

Lookup new Option

Select one of the following option:

• Generate New Number - CAM automatically generates a numeric value based on the Max digit and Metadata range specified in the dialog.

• Use description as alias - CAM will auto add the metadata name as the alias metadata ID The Create a new value must be set to Yes.

• Generate read only new number : Allows a read only field in the Workflow.

• Generate new number and hide: (For hidden system fields like systemid)

Total digit for metadata

Only displayed if Generate New Number option selected

Enter the length of the metadata to be generated for the custom entry (e.g. 5)

Prefix

Enter the metadata prefix

Metadata Range From & To

Only displayed if Generate New Number option selected

Enter the lowest & highest value of the metadata range that can be accessed

Is ID field hidden

Only displayed if Use description as alias option selected

Select Yes to hide the field in the Create Workspace Wizard.

Order

Set the order of the metadata to be displayed on the panel.

Panel

Select the panel for the metadata to be displayed. Based on the selection here the fields will be displayed in the panel.

Editable

Select Yes to allow the metadata value to be edited in the workspace dialog.

Lock Existing Values

This option doesn't allow users to create a new workspace using previously added values of specific metadata, locking the existing metadata.

When a new Unique Metadata field in Configure Wizard is added, the option to Lock Existing Values displays. If Lock Existing Values is selected as Yes, Create a new value option should be automatically selected as Yes. The option No should be disabled. Also, the Default Value option is disabled.

If the Metadata with Lock Existing Values option is 'No', then users can only add values to Metadata by clicking the '+' button. After the user enters values for that Metadata, there is a validation to check if that value already exists. If the value already exists, the user should not be able to save that value.

E.g. Lock existing set to yes and is parent set to yes, means the unique metadata field matter will not allow inputting duplicate matters if any parent matters exist. If no for parent, and yes for lock, then if the metadata exists in entire system, then the value can't be added.

Metadata

Displays the metadata name

Label

Displays the metadata label entered above

Type

Displays the type of the metadata selected

Order

Displays the metadata order assigned

Panel

Displays the panel name the metadata is assigned to

Edit

Click the button to edit the metadata details added

Metadata

Select the metadata from the drop-down. To assign a metadata, either click the drop-down menu and select it from the list or manually enter the value, which will auto-complete if it is assigned in Administration>Metadata.

Default Value

Displays a drop-down if a value is assigned in Administration>Metadata>Manage. Select the default value to be assigned to the metadata. If no values are available, you can enter a value for the field.

Is Hidden

Select Yes to hide the field. The field will not be displayed in the Workspace Wizard.

Conditional Display

Click Conditional Display, the following dialog opens:

• You can set options for the system metadata to be displayed only if the condition criteria specified here is met.

• Select the metadata and set the condition and value to be matched. The metadata will only be displayed if the condition entered here met.

• Click Save to save the metadata and click Cancel to cancel the dialog

• Click Delete to remove conditional metadata

Is Read Only?

Select the value for read only value.

Display Label

Enter a display name for the metadata. Make this as specific as needed to differentiate between similar metadata names that may exist.

Help Text

Enter help text to be displayed as a tool-tip on the custom field.

Type

Select the type of metadata from the drop-down. Options include:

• Date - Represents date value (e.g. 2018-10-10)

• String - Alphanumeric characters (e.g. cam123)

• Boolean - Represent logical values (e.g. True or False)

• Number - Numeric data values (e.g. 1,2,3)

• Currency - Represents integer format (e.g. 123.456)

Look Up

Select Yes to include the Metadata in the look up search fields to be applied to the external systems.

Lookup Type

• Internal - The values in the drop-down are populated from the CAM metadata. You can select the metadata values from the drop-down.

• External - The values in the drop-down are populated from the configured external system. You can select the metadata values from the drop-down.

Create a new value?

Select the value for read only value. Select Yes to add a new value to the look up field.

Lookup Option

Generate New Number - CAM automatically generates a numeric value based on the Max digit and Metadata range specified in the dialog.

Use description as alias - CAM will auto add the metadata name as the alias metadata ID The Create a new value must be set to Yes.

Is Id Parent based?

Selects if the id is parent based, to look up the metadata only on parent level, or across the entire system. E.g. Setting yes would look at parent metadata if there exists a record.

Total digit for Metadata

Only displayed if Generate New Number option selected

Enter the length of the metadata to be generated for the custom entry (e.g. 5)

Metadata Range From & To

Only displayed if Generate New Number option selected

Enter the lowest & highest value of the metadata range that can be accessed

Order

Set the order of the metadata to be displayed on the panel.

Panel

Select the panel for the metadata to be applied.

Editable

Select Yes to allow the metadata value to be edited in the workspace dialog.

Required

Select Yes to set the metadata field as a mandatory field on the panel. A value must be specified for the field.

UserNotification

This allows to send notification to who is requesting the workspace

Add #current_user_email# as default value.

If you do select Is Hidden Yes : Notification panel would not be displayed while creating workspace but notification will be sent to the current user.

If you do select Is Hidden No : Notification panel will display UserNotification look up to select the current user.

UserNotificationTemplate

Select Notification Template.

Type

Select the option, User or Group

User

Select User from dropdown (If User type selected)

Group

Select Group from dropdown (If Group type selected)

email notification

Select email template form dropdown

Notification List

Displays list of added groups/users

ClientId

Id of the client

ClientName

Name of the client

MatterId

Id of the matter

MatterName

Name of the matter

MailNickName

Nickname for emailing

Office 365 Type

Type of the Office 365 System

Workspace Name

The name of the workspace

ClientId

Id of the client

ClientName

Name of the client

MatterId

Id of the matter

MatterName

Name of the matter

ChannelName

ChannelName

Office 365 Type

Type of the Office 365 System: Set to channel

Office365ExistingTeamId

The id of the team in Teams. This sets the existing team to be used

User/Group

Select if the default security is to be assigned to a user or group

Invite Guest User

External users can be added to Office 365 Groups and Teams

• Email - Required field. Enter external user email Id.

• Name - Required field. Enter name to be displayed in Office365 groups and teams.

Select a User/Group

Select the user/ group from the drop-down. To select a user, either click the drop-down menu and select it from the list or manually enter the name, which will auto-complete if the user name is added in the Users & Groups tab.

It allows to select multiple user at a time.

Permission

Select Allow to assign the security to the user/group. Select Deny to restrict access to the user/group.

Role

Select the user/group role from the drop-down.

Panel

Select the panel for the default security to be applied.

Expiration Date

Specify the expiry date of access to the user/ group.

Security Name

Displays the user name/group the security is assigned to

Permission Type

Displays if permission is allowed or denied

Panel

Displays the panel name the default security is applied to

Edit

Click the button to edit the security details