Create Category Use these parameters to add shortcuts in the MyMatters - You can add the below parameters in the CSV while creating or modifying the workspaceto MyMatters.
Columns | Description | Supported Values | Required? | ||
|---|---|---|---|---|---|
UniqueSystemWorkspaceColumns | To specify unique system metadata. Is case insensitive. | String. E.g. ClientId=gh12&MatterId=771gOr you can add | Yes, typically clientid and matterid is provided | ||
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 | Yes | ||
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. Multiple users can be added to each record. userid or emailaddress|user For e.g.: alexey.marcus@prosperoware.com|User
String Users separated by pipe character "|";
| String For a single user, add their userid or email address here. To add multiple users, add each separated by a comma. userid1 , userid2 OR alexey.marcus@prosperoware.com, joe.brokaw@prosperoware.com | Yes | ||
Category | Allows to create multi-level categories with placeholder values | String E.g. cete1category1/@clientid@-@matterid@/@custom5id@/@mattertypeid@/cate5category5 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. Creating multiple categories is done by adding “/" So categories (levels) 1-3 would be: category1/category2/category3 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. | Optional |
Samples
File | Description | ||||
|---|---|---|---|---|---|
| Mymatter link job. | ||||
| Job for add to my matters for multiple users |
Learn how to create your own CSV/TSV files with a Text Editor or Excel.