About Request Workflow (Previously called Workspace Wizard)
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.
Tip: The Workspace Wizard in prior versions is now renamed to Request Workflow. It supports different types of form based workflows from creating workspace to creating or requesting Microsoft Teams, creating or requesting Microsoft Channels, to many others in the future.
Access Request Workflow
In the Administration tab, select Request Workflow Configuration
Click the icon or click the x at the top right corner, to return to the Administration menu.
Quick Actions Wizards:
Click on the + (Plus) sign on the CAM interface. A list of menu options is displayed.
You can complete these actions such as creating workspaces, Teams, Channels, OneDrive Folders, and requesting and granting access.
Note: If you create a Team, it is automatically linked to OneNote in SharePoint.
Required Permissions
Tip: Read here for complete list of available permissions and instructions to allow/deny CAM permissions to user/group.
Required Fields per Workflow
New Team
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 and move of Teams to DMS. | Number: 1 to create, 0 to skip |
Job | pecify 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 value 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, mailnickname value 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, users | String; being Channels, Teams, Tabs, OnedriveFolder |
Security | ||
DefaultSecurity |
New Workspace
New OneDrive
New File Share
New Channel
Grant Access