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Creating a Workspace

Creating a Workspace

Overview

Once the request workflow is configured, launch the request workflow to create the workspace in the configured external system.

Request Workflow Wizard

  1. Click the PlusĀ sign on the top-right corner of the screen to launch the workspace wizard.

  1. In the Request Workflow window, select the workspace dialog from the drop-down in the top right corner. The workspace dialog configuration is displayed.

Note:Ā The workspace drop-down dialog is displayed if there are more than one workspace dialog configured in the workspace wizard configuration.

The panels, panel names, and the metadata (fields) in each panel are determined from theĀ Panel,Ā Unique Metadata,Ā andĀ System MetadataĀ configuration in the workspace wizard. The metadata values are populated from the data entered inĀ Metadata>Manage.

Important: The Backslash is used to differentiate a client metadata from a matter metadata and so on.

The matter is now parent-less and will not need the client to be filled first.

  • Enter the matter. CAM will pull in the client automatically. If no client is set, it will leave it empty to fill.

  1. Enter the information in all the panels.

  2. ClickĀ NextĀ to proceed to the next panel.

  3. ClickĀ FinishĀ to update the workspace. An additional Approval step may be required, based onĀ the user accessĀ assigned when creating the workspace. The status of the approval can be tracked in theĀ ApprovalsĀ tab. The job progress of the created workspace can be tracked in theĀ JobsĀ tab.

The Workspace wizard is divided over the following screens, which must be completed sequentially. The fields available in each panel are based on theĀ unique metadataĀ assigned during the wizard configuration.

Note:Ā By default only the Security and Review panels are displayed in the wizard. For the other panels to be displayed, unique metadata must be assigned to the panels during configuration.

  • Basic: Specify where the workspace should be created.

  • Workspace:Ā Specify the metadata values to be applied to the workspace.

  • Security: Specify the default security to be applied to the workspace

  • Add to Matters:Ā Select users that should have a shortcut to the workspace in their My Matters.

  • Review: Confirm your selections from the previous setup screens before submitting the job.

  • Notification: Select a list of users who should be notified when the workspace is created.

  • Approval: Submit a workspace request for approval. A user specified as an approver can then either approve or deny the request.

Default Security

Allows you to add the user/groups in the Security panel.

  • Inclusion control type. The user is not allowed to modify the security. CAM displays a message as follows:

  • Exclusion control type. The user can modify the security to a certain extent. Adding excluded users or groups is not allowed. The excluded users/groups are highlighted in Red color and the Next button is disabled. The following screen displays:

Once the user removes the highlighted user/group, the Next button will be enabled.

Notification Panel Setup

Allows you to select the Users to notify when the workspace is created.

For new tenants, metadata and an email template will be created by default. However, existing tenants created before September 2020 need to follow steps to set up the notification.

Steps to setup Notification:

  1. Configure Metadata:

    1. Go toĀ Administration -> Metadata

    2. Click hamburger menuĀ Ā and selectĀ Add Metadata

    3. Add the below 2 metadata.Ā Read more about configuring Metadata.

Field

Description

Field

Description

UserNotification

User Id

UserNotificationTemplate

Template ID of email.

  1. Configure Email Template:

    1. Enter template name:Ā WorkspaceNotificationTemplate.

    2. Select Query Type:Ā Workspace.

    3. Email Subject:Ā Workspace Successfully Created.

    4. Email Body:

      Hi {user}!

      Workspace has been created successfully with the following details:

      Client: {ClientId}

      Matter: {MatterId}

      Job: {job}

      Workspace: {link}

    5. ClickĀ Save.

      Ā 

Sample Email Template for workspace creation notification:

Ā 

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