Page Comparison

Versions Compared

Key

This line was added.
This line was removed.
Formatting was changed.

About Request Workflow

...

The request workflow wizard provides the users with a simple interface to create ad hoc workspaces with standard folder structures and naming conventions. On completing the configuration, the wizard can be quickly launched to create and request the creation of workspaces, which administrators can then approve and create.
...
. It supports different types of form-based workflows, from creating workspaces to creating or requesting Microsoft Teams, creating or requesting Microsoft Channels, to many others in the future.
Table of Contents
minLevel 1
maxLevel 6
include
outline false
indent
exclude About Request Workflow
type list
class
printable false
...
Field
Description
Supported Values
Office365TeamsName
Name of the team.
TeamMatter123
WorkspaceName
Only if Office365TeamsName is NOT provided, is this field then required.
MatterName123
CreateinOffice365
Create this in Office 365, or not. The setting is used for the ETL creation Content Mover module and move of Teams to DMS.
Number:
1 to create, 0 to skip
Job
Specify the Job name to be executed.
CreateTeam
Office365Group
Name of Office 365 Group.
Office365group is used for groupname while creating a group in external.
Note: Including spaces, the length of the Office365Group must not be longer than 256 characters.
String; GroupName123
Office365Teams
Team name for Microsoft Teams.
Accepts a search keyword combination of client and matter to find teams associated with a specific client and matter.
String, TeamName123
MailNickname
Mailnickname is used for group email in external usage of the team e.g. emailing the team in Outlook.
Note: Including spaces, the mailnickname length must be 64 characters or lessString; Maximum length is 64 characters. This property can contain only characters in the ASCII character set 0 - 127 except the following: @ () \ [] " ; : <> , SPACE.
String; The same as Office365Group typically
Office365Type
The type of Office 365 object being managed. This can be group, teams, channels, tabs, OnedriveFolder, or users.
String; being Channels, Teams, Tabs, OnedriveFolder
Security
For Teams' security.
Info
Tip: To add multiple Team security, use a # (Hash) as a separator between two records.
String:
Format: userid | |hasaccess=|role=|isexternal=|isgroup=|
example -
userid=test@firm.onmicrosoft.com|hasaccess=true|role=Admin|isexternal=false|isgroup=false#userid=test1@firm.onmicrosoft.com|hasaccess=true|role=Editor|isexternal=false|isgroup=false
or E.g. bob.bradely@demofirm.com|true#23/12/2019Admin$false*
Info
Note: Dates are based on your system setting found here: Admin->Settings.
DefaultSecurity
Allows to set the default security on a team/channel/tab or user/group
String: Public, Private, Inherited.
...
Field
Description
Supported Values
Workspacename
Allows to setup the workspace name as formatted:
First level folders are a matter folder-> Workspacename is a dialog should be like @clientid@-@matterid@
Second level folders are a matter folder-> Workspacename is a dialog should be like first_level_folder_name. @͏clientid@-@matterid@
First level folder with client is a client which includes the matter-> Workspacename is a dialog should be like @clientid@-@clientname@@͏matterid@
CreateinExternalSystemName
The name of the external system to create in.
CreateinIManage
CreateinNetDocuments
CreateinOffice365
Systems
The source system.
iManageProduction
Job
The name of the job.
createworkspace
uniquemetadatafields
Any unique metadata that is different than the client or matter.
Best practice: Set the unique metadata field to a field that is unlikely to change during the life of the matter/project (eg SystemId).
Other metadata fields such as Client and Matter can be set as unique within CAM, but if these values are changed at a later point, a new workspace may be created (see the opening notes for further details on the Create Workspace process)
security
The format for the security column:
[useremail] | {allow or deny=true or false] # [expiration date] [role] $ [isGroup=true or false]*
Roles are defined as the roles mapped with the source system here: https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/28409975/Source+System+Configuration#Role-Permission-Mapping

CAM also supports the following parameter setting for the matter/user/group security:
@MatterTeam@/@userid@/@groupid@
Examples are as follows:
Users:
Adding an Admin ( iManage Full Access) bob.bradely@demofirm.com|true#23/12/2019Admin$true*
Adding an Editor (iManage Read/Write access)
firstnamelastname2@firmname.com|true#nullEditor$true
Adding a Watcher (iManage Read only)
firstnamelastname3@firmname.com|true#nullWatcher$true
Denying Access (iManage No Access)
firstnamelastname4@firmname.com|false#nullDeny$true
Groups:
For example, adding an editor group
PartnersGroup|true#11/3/2021Editor$true

Info
Note: Dates are based on your system setting found here: Admin->Settings.
If multiple entries are included in this column, separate each entry by a comma: firstnamelastname@firmname.com|true#nullAdmin$false,Group4|false#nullDeny$true
AddFolders
If a workspace is not linked to CAM and has a different folder structure than the template used for the workspace, the missing folders can be either added dynamically, or skipped/not added to keep the template structure.
AddFolders=1 then adds any missing folders to the template structure.
AddFolders=0, then skip adding any missing folders.
...
Field
Description
Supported Values
Office365ChannelName
Name of the Channel.
ChannelMatter123
WorkspaceName
Only if Office365ChannelName is NOT provided, is this field then required.
MatterName123
CreateinOffice365
Create this in Office 365, or not. The setting is used for the ETL creation Content Mover module.
Number:
1 to create, 0 to skip
Job
Specify the Job name to be executed..
CreateChannel
Office365Group
Name of Office 365 Group.
Office365group is used for groupname while creating a group in as an external one.
Note: Including spaces, the value of the Office365Group must not be longer than 256 characters.
String; GroupName123
Office365Channels
Channel name within Microsoft Teams
Accepts a search keyword combination of client and matter to find teams associated with a specific client and matter.
String, ChannelName123
MailNickname
Mailnickname is used for group email in external usage of the channel e.g. emailing the channel in Outlook.
Note: Including spaces, the mailnickname length must be 64 characters or less.
String; The same as Office365Group typically
Office365Type
The type of Office 365 object being managed. This can be: group, teams, channels, tabs, OnedriveFolder, or users.
String; being Channels, Teams, Tabs, OnedriveFolder
Security
For Channels' security.
Info
Tip: To add multiple security items, use a # (Hash) as a separator between two records.
String:
Format: userid | |hasaccess=|role=|isexternal=|isgroup=|
example -
userid=test@firm.onmicrosoft.com|hasaccess=true|role=Admin|isexternal=false|isgroup=false#userid=test1@firm.onmicrosoft.com|hasaccess=true|role=Editor|isexternal=false|isgroup=false
or E.g. bob.bradely@demofirm.com|true#23/12/2019Admin$false*
Info
Note: Dates are based on your system setting found here: Admin->Settings.
DefaultSecurity
Allows to set the default security on a team/channel/tab or user/group.
String: Public, Private, Inherited.
...