Tab

Overview

Tabs allow your members to access services and content in a dedicated space within a channel. Tabs also allow you to create and edit the corresponding file types in Teams.

Note: We can provision external system workspaces/cabinets as tabs in M365 teams with iManage and NetDocuments.

1 Configuring Tabs using Template Editor
- 1.1 Sample Config JSON - iManage
- 1.2 Sample Config JSON - NetDocuments
2 Configuring Custom Apps in Tab
- 2.1 JSON Samples
3 Required Permissions

Configuring Tabs using Template Editor

Following are the steps to create a Tab:

Click on Administration.
Click on Template Editor. The following screen displays:

Fields	Description

Fields	Description
Folder name	Display folder name. Also, you can append the metadata name, which reflects on Teams.
Folder type	Select the folder type as “Tab“ from the list.
App Id	Enter app id - “com.microsoft.teamspace.tab.web”.
Default Security	Select security from the list.
Config JSON	Enter config JSON. Sample Config JSON provided below -
Show as	Select an option.
Prefix/Suffix	Select an option.

Note: To create a Tab for iManage or NetDocuments, the workspace should be associated with the respective matter.

Click the Save button to create a Tab with metadata in Teams, as shown in the following screenshot:

Note: Tab names contain only 127 characters and do not start with underscore (_), or period (.), or end with a period (.). Do not include the following special characters in Tab name - ~ # % & * { } + / \ : < > ? | ' " , .

Sample Config JSON - iManage

{
"contentUrl": "https://{{imanage_server}}/work/link/w/{{imanage_workspace_id}}#imanage",
"entityId": null,
"removeUrl": null,
"websiteUrl": null
}

Sample Config JSON - NetDocuments

{
"contentUrl": "https://vault.netvoyage.com/neWeb2/goId.aspx?ws={{matterid}}&wsParent={{clientid}}&cabinet={{cabinet}}#netdocuments",
"entityId": null,
"removeUrl": null,
"websiteUrl": null
}

Configuring Custom Apps in Tab

You can configure a custom Tab in the app manifest of your CAM Teams app. You can also add custom apps to your Tabs like external systems such as iManage, NetDocuments, Trello, Microsoft Stream, etc.

To configure custom apps:

Click on Administration.
Click on Template Editor.
In the Template Editor, select the Template you want to configure.
Select the folder type as Tab.

For the App Id, specify the name of the custom application (such as iManage or NetDocuments) that you want to manifest in Tab.
Click the Save button to create a Tab with metadata in teams as shown in the following screenshot:

JSON Samples

iManage Team App

App Id- iManage

{
    "contentUrl": "https://cloudimanage.com/work/web/teams/tab/landing?entity_id={{imanage_workspace_id}}#imanage",
    "websiteUrl": "https://cloudimanage.com/work/web/teams/tab/landing?entity_id={{imanage_workspace_id}}#imanage",
    "removeUrl": null
}

Trello APP

App Id- Trello

Microsoft Stream APP

App Id- Stream

Required Permissions

Permission	Delegated	Application

Permission	Delegated	Application
AppCatalog.Read.All	yes	no
TeamsAppInstallation.ReadWriteForTeam	yes	yes