Overview
Navigate to Administrator
Click Request Workflow Configuration
The Following screen opens where you can customize the following operation:
View the added dialog list
Edit or update an existing dialog
Add new dialog
...
| Table of Contents |
|---|
...
Configure the Request Workflows to match your needs. You can adjust the behavior of dialogs, approvers, unique metadata and other metadata, email templates, and security.
| Table of Contents | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Configuring the Request Workflow
Navigate to Administration.
Click on Request Workflow Configuration. The following screen is displayed:
...
| Expand | ||
|---|---|---|
|
...
Filter |
...
The Filter button allows you to search the workspace configuration |
...
Click Filter to display the results and click Clear to rest the fields
...
| title | Add Workspace 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.
...
| title | Request Workflow Panels |
|---|
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.
...
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.
The list of information displays in the following columns in the Workflow:
...
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.
...
| 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
...
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.
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.
...
| title | Approvers |
|---|
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
...
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.
Note: The user creating the Request Workflow is added as the default approver for the workspace.
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.
Note: The workspaces that require approvals are listed and can be approved in the Approvals tab.
Also, an email notification is sent to all the approvers and members of the approver group.
If one of the users reject/approve a request, it can not be edited by others
...
| title | Unique Metadata |
|---|
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 -
...
Field
...
Description
...
Metadata
...
|
| Expand | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||||||
Add a New DialogYou can add a dialog to create a workspace, team, channel, or OneDrive folder by using the request workflow.
Note: A Content Mover job is submitted automatically if a Team is created through Request Workflow.  Note: The user can customize the dialog box details in the provided accordion.
 When configuring Content Mover to move content from a DMS to Teams, CAM will warn users that syncing NetDocuments to Teams will not work. 
When Advanced Mapping is set as True for DMS->Teams, the content is copied to the target according to the mapping. Note: When the Advanced Mapping is set to True, the Copy As field will be hidden. |
| Expand | ||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||||||||||||||||
Customizing the dialog accordionsPanel
AccessAllows you to add users/groups that can access the workspace dialog box created here. Users who are not explicitly granted access to any dialog can still use the default dialog if they have permission to create workspaces. It is possible for the same Request Workflow to require approval for some requesters and not others. The following accordion opens: 
|
| Expand | ||||||
|---|---|---|---|---|---|---|
| ||||||
ApproversAllows you to add users/groups/Role-Based Groups that can approve the workspace dialog that is created here. 
|
...
|
...
|
...
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.
Note: This option is disabled for selection, if 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 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)
Note: AutoGeneration is automatically done for the systemid column so that the references remain unique. Prefixes are also supported on top of the auto generated number.
...
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
Note: The panels that have metadata specified here, will be displayed in the request workflow to enter information for the dialog.
For 'Grant Access' and 'Create Channel', Unique Metadata is not mandatory.
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
...
| title | System Metadata |
|---|
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.
Note: The external system must be selected from the drop-down to enable the Add New button.
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:
...
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:
...
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.
Note: If a field is Required and Hidden, a default value must be specified.
Click Save to add unique metadata and click Cancel to close the dialog
...
| title | Configure User & Group Notification |
|---|
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.
Note: Configure notification template in the Administrator > Email Templates and select the same in the notification panel.
...
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
...
| title | Configure Workflow to Create Office 365 Group |
|---|
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.
...
| title | Configure Workflow to Create Channel with an Existing Team |
|---|
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.
...
| title | Default Security |
|---|
Default Security
Allows you to add default security to the workspace dialog created here. Click the Add New button in the far right column to add the security details. In the Add Default Security window, type information in the provided fields, based on the table below, then click Save.
...
Field
...
Description
...
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.
Note: This option is available only for Office365 request workflow.
...
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.
Note: This option is not visible for Office365 workflow, by default sets to Allow.
...
Role
...
Select the user/group role from the drop-down.
Note: Editor and Watcher Roles are available for Office365.
...
Panel
...
Select the panel for the default security to be applied.
Note: By default the 'Security' option is selected.
...
Expiration Date
...
Specify the expiry date of access to the user/ group.
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
...
| title | Edit Request Workflow Dialog |
|---|
Edit Request Workflow
...
Note:
Note: The workspaces that require approvals are listed and can be approved in the Approvals tab. Also, an email notification is sent to all the approvers and members of the approver group. If one of the users reject/approve a request, it can not be edited by others
|
| Expand | ||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||||||||||||||||||||||||||||
Unique MetadataThe Unique Metadata section requires the addition of the Unique ID metadata, which distinctly identifies each new workspace requested in the external system. This metadata is displayed in the selected panel. 
Note: The panels that have metadata specified here, will be displayed in the request workflow to enter information for the dialog. For 'Grant Access' and 'Create Channel', Unique Metadata is not mandatory. |
| Expand | ||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||||||||||||||||||||||||||||||||
Other MetadataAllows you to add metadata to the external system. This metadata is displayed in the panel selected.
|
| Expand | ||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||||||||||||
SecurityAllows you to add default security to the workspace dialog created here.
Note: While submitting a job using a CSV file or a script, an error message is displayed “Failed to add security” if a user does not have permission to access a particular team. |
Default Templates
When enabling users to choose a template in a Request Workflow to create a workspace, limit the template choices for the workspace by adding the allowable templates to the Default Templates section. Note: You must also add the Template metadata field to the Other Metadata section so that the user can select a template from the templates added to the Default Templates section.
Allows you to add the template to the workspace dialog created here.
...
Click Add New to add the template. the following dialog opens:
...
Field | Description |
|---|---|
Select Template | Select the Template from the dropdown |
System | Select the System from the dropdown |
Order | Specify an order |
Click Save to add the Template or Click Cancel to close the dialog.
| Expand | ||
|---|---|---|
| ||
Editing a Request Workflow
|
| Expand | |
|---|---|
|
...
|
...
...
Deleting a Request Workflow
|
...
|
...
| title | Using Request Workflow (Workspace Wizard) in Desksite |
|---|
Using Request Workflow in Desksite
|
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.
...
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.