Page Comparison

Configuring Request Workflow

Request Workflow Panels

Allows you to add a list of the workflows (used to be panels) that can be configured in the workspace wizard to enter information for the workspace dialog created here. Here you can select the panels to be displayed in the wizard. Click the Edit button in the far right column to edit the panel. In the Edit Workflow window, type information in the provided fields, based on the table below, then click Update.

The list of information displays in the following columns in the Workflow:

• Allows you to search the workspace configuration based on Created user, Dialog name, last modified date

• Click Filterto display the results and click Clear to rest the fields

• Click the button for Add New Dialog, the following screen opens:

• In the Add Request Workflow Configuration window, type information in the provided fields, based on the details below, then click Update.

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title Filter
Filter Allows you to search the workspace configuration using Filter option Image Removed
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title Request Workflow Panels
Field	Description
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. Note: Office365, HighQ, iManage SPM supports only Internal lookup.
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.
Column Name	Description
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.
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title Access
Access Allows you to add users/groups that can access the workspace dialog created here. Users who are not explicitly granted access to any dialog can still use the default dialog if they are allowed to create workspaces. Click the Add New button in the far right column to add the access details. In the Edit Workflow window, type information in the provided fields, based on the table below, then click Save.
Field	Description
User/Group
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title Add Workspace Dialog
Field	Description
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.
, the following screen opens - Image Added Field Description Dialog Specify the dialog to be searched. Last Updated Select the last modify date from the calendar. Created User Specify the user name. System Select the system name from the drop down. Action Type Select the action type from the drop down. Is Default Select the default value from the dropdown. Allows you to search the workspace configuration based on Created user, Dialog name, last modified date, Action. Click Edit to edit or update the dialog details. For more info click here. Click Filter to display the results and click Clear to rest the fields

Add New Dialog

• Allows you to configure new new dialog.

• Click New Dialog, the following screen opens:

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• Click Next to creates the new dialog.

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Customizing the dialog accordions -

Panel

• You can view the configured panel with an information like panel type, Display Name, Description. Order, Hidden status, and Action

• You can add new panel by clicking Add New, the following screen opens -

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• Click Save to add new panel and click Cancel to close the dialog

• Under Action, click Edit to edit or update the panel details, the following screen opens:

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• Click Update to edited the detail and click Cancel to close the dialog

Access

• Allows you to add users/groups that can access the workspace dialog created here.

• Users who are not explicitly granted access to any dialog can still use the default dialog if they are allowed to create workspaces.

• The following accordion opens

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• You can view created user name by default

• Click Add New to add new user/group, the following dialog opens

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• Click Save to add an user/group and click Cancel to close the dialog

Approvers

• Allows you to add a users/groups that can approve the workspace dialog created here.

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• Click the Add New, the following dialog opens

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Permission

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.

The list of information displays in the following columns:

Column Name

Description

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.

Approvers

Allows you to add a users/groups that can approve the workspace dialog created here. Click the Add New button in the far right column to add the approver details. In the Add Approval window, type information in the provided fields, based on the table below, then click Save.

Field

Description

User/Group

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

Select a User/Group

• Click Save to add an approver in the approver list and click Cancel to close dialog

Unique Metadata

• Allows you to add unique metadata to the workspace dialog created here. This metadata is displayed in the selected panel.

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• Click the Add New button in the far right column to assign unique metadata to the workspace. In the Add Unique Metadata window, the following dialog opens -

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Field

Description

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

Click Next

Configure to Create Office 365 Group

Allows you to add office 365 groups via Request Workflow.

Steps to Configure Workflow:

• Configure the wizard for Office 365. Use the required parameters below:

Field

Description

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

• Use the new wizard to create a new Office 365 group.

• After clicking Finish, a job will be created in the Jobs Tab for the Creation of a CAM group, and a job for the Office 365 group.

Configure to Create Channel with an Existing Team

Allows you to create a channel with an existing team.

Steps to Configure Workflow:

• Configure the wizard for Office 365. Use the required parameters below:

Field

Description

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

• Use the new workflow to create a new Office 365 channel.

• After clicking Finish, a job will be created in the Jobs Tab for the Creation of a channel.

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.

The list of information displays in the following columns:

Column Name

Description

User/Group

Displays the user name/group

Edit

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

Unique Metadata

• Allows you to add unique metadata to the workspace dialog created here. This metadata is displayed in the selected panel.

• Click the Add New button in the far right column to assign unique metadata to the workspace. In the Add Unique Metadata window, the following dialog opens -

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Field

Description

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.

• Click Save to add unique metadata and click Cancel to close the dialog

The list of information displays in the following columns:

Column Name

Description

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

System Metadata

• Allows you to add metadata to the external system. This metadata is displayed in the panel selected. Select the external system from the drop-down in the system metadata panel.

Click the Add New button in the far right column to assign system metadata to the workspace. In the Add System Metadata window, the following dialog opens:

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Field

Description

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:

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• 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.

• Click Save to add unique metadata and click Cancel to close the dialog

Configure User & Group Notification

It allows configuring automatically to notify when the workspace is created, to the current user who is requesting the workspace. In addition, this feature allows users to send an email notification to a group also while creating the workspace. This feature helps to send notifications to the bulk of users at the same time by creating a group.

• Add UserNotification metadata in the System Metadata

• Set default value #current_user_email# to send notification automatically even if Notification panel is set to hide.

• Below is a snapshot of the Notification panel displayed in the request workflow, if the Notification panel is set to not hide.

• Click here to know Notification Panel Setup

Add the below parameters in the system metadata:

Field

Description

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.

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• Click Save to add unique metadata and click Cancel to close the dialog

Other Metadata

• Allows you to add metadata to the external system. This metadata is displayed in the panel selected. Select the external system from the drop-down in the other metadata panel.

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• Click Add New to add new other metadata, the following screen opens

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Field	Description
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. Info Tip: To assign a template to the workspace, select the Template metadata here. The default value field will display a list of all the available templates for selection.
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: Image Added 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. Note: This option is disabled for selection, if the the Lookup option is set as No when adding the Metadata in CAM.
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. Note: If a field is Required and Hidden, a default value must be specified.

Default Security

• Allows you to add default security to the workspace dialog created here.

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• Click the Add New

•  to add the security details

• .

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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.

• Click Save to add default security and click Cancel to close the dialog

Default Template

• Allows you to add the template to the workspace dialog created here.

The list of information displays in the following columns:

Column Name

Description

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

Edit Request Workflow

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• Click Add New to add the template, the following dialog opens

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• Click Save to add the Template and click Cancel to close the dialog

Editing Request Workflow

• You can edit or update workspace by clicking Edit option under Action menu

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• In the Edit Workspace Wizard Configuration window make the necessary changes and

• click Update.

Delete Request Workflow

• In the Workspace Wizard tab, click the Edit button in the far right column. In the Edit Workspace Wizard Configuration window, under Action Menu, the following screen opens

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• click Delete

•  Workflow to delete the workspace configuration

• , the following screen opens

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• Click Yes, delete it to delete the workflow and click No, go back to close the dialog

Configuring Request Workflow in Desksite

After installing the CAM Commands, the Workspace Wizard can be used in Desksite.

• On a workspace or matter/client , right click a matter.

• Click CAM-> Create Workspace to create a workspace.

• For My Matters, you can also use the wizard there. For example, create a category from My Matters in Desksite.

• Then right click and select CAM-> Create Workspace.

• The category and workspace will be created in CAM. If the category id metadata is present in CAM.