This section allows you to perform the following operations -
...
| Expand |
|---|
| title | 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 email notification to group also while creating workspace. This feature helps to send notification to bulk of users in same time by creating a group. Add UserNotification metadata in the System Metatdata Set default value #current_user_email# to send notification automatically even if Notification panel is set to hide. Below is snapshot of Notification panel displayed in the request workflow, if Notification panel is set to not to 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. | 📗 Note: Configure notification template in the Administrator > Email Templates and select the same in the notification panel. |
 Field | Description |
|---|
Type | Select the option | User | Select User from dropdown (If selects User) | Group | Select Group from dropdown | email notification | Select email template form dropdown | Notification List | Displays list of added groups/users |
Click Next |
| Expand |
|---|
| title | Configure Workflow to Create Office 365 Group |
|---|
|
Allows you to add office 365 groups via Request Workflow. Steps to Configure Workflow: 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.
|
...