Configuring Teams, Planner, OneNote, Tab, and OneDrive through Template Editor

Overview

Allows you to configure a planner, OneNote, Tab, or OneDrive through Template Editor. Template Editor allows to preconfigure a template so that provisioning of these items can be automated or configured to a standard.

1 Configuring the Teams app through Template Editor using JSON
- 1.1 Channels with Planner
- 1.2 OneNote Tab inside Channels
- 1.3 OneDrive
- 1.4 Tabs
- 1.5 Configuring an external User in a Template
- 1.6 Adding an external user to a channel
- 1.7 Creating Private Channels
- 1.8 Required Fields for Team Creation in Request Workflow

Configuring the Teams app through Template Editor using JSON

Channels with Planner

To create channels with a planner using the Template Editor, use the following steps:

In Template Editor, create a new template for Planner tab
Select Microsoft365.
Click Add folder and select folder type Channel.
Click Save.

Note: Set the default security Public for the channel

Microsoft has a limitation where private channels cannot have a planner within.

Select the Channel and click the icon in the row.
Click Add folder at Channel level.
Select folder type Planner.
Click Save.

The template is now set up to create a Planner.

OneNote Tab inside Channels

Select the Channel and click the icon in the row.
Click Add Folder
Select the Folder type OneNote.
Select the newly added folder.
In the right-hand Documents pane, in the Basic tab, configure the JSON as shown below to create sections
Click Save.

{"sections":
[
	{"displayname": "Services"},
	{"displayname": "Development"},
	{"displayname": "Sales"},
	{"displayname": "QA"},
	{"displayname": "Documentation"}
]
}

The template is now set up to create a OneNote.

OneDrive

In Template Editor, set the Name of the OneDrive.
Select the type OnedriveFolder.
Click Save.

The template is now set up to create a OneDrive.

Click Add Folder and create Folder Structure inside OneDrive.
For CSV parameters visit Create OneDrive

Note: OneDrive will be visible to Users added based on their role and it cannot be part of a Channel.

Tabs

If you are creating a website tab for iManage or NetDocuments or any other website link, Microsoft will no longer load the site on the channel. It will show a button to open up the browser to the page. Read about this from Microsoft here: Upcoming updates to loading websites in Teams tabs - Microsoft 365 Developer Blog

Allows to create Tabs on any website.

In Template Editor, set the Name of the Tab.
Select the type Tab.
Set the App Id, WebURL and Configuration JSON

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

Fields	Description

Fields

Description

Application Id

Enter application id for the following-

For the Application id for a website - com.microsoft.teamspace.tab.web
For the applicationId for sharepoint - com.microsoft.teamspace.tab.files.sharepoint

contenturl

Enter the website URL or root folder URL for the document library

e.g. https://{domainName}/Shared%20Documents

Sample JSON - NetDocuments

App Id : com.microsoft.teamspace.tab.web
{
"contentUrl": "https://vault.netvoyage.com/neWeb2/goId.aspx?ws={{matter_id}}&wsParent={{client_id}}&cabinet={{cabinet}}#netdocuments",
"entityId": null,
"removeUrl": null,
"websiteUrl": null
}

Click Save.

The template is now set up to create a Tab.

Configuring an external User in a Template

This allows you to add an external user when adding users in a team or a channel.

In Template Editor, navigate to the Security tab
Click New Member. The following screen will display:

Specify an external email address.
Click Save to add the external mail id or click Cancel to close the dialog.

Adding an external user to a channel

Specify an external email address on the right side in Members
Click Save to add the external mail id or click Cancel to close the dialog.

Creating Private Channels

Configure a Template for office365 with field channel= private
Configure the Request workflow wizard for office365 for Create Team

Users are shown as expected in a paginated table in Team Access and Private Channel Access. If there are more than 3 users in the table, only 3 are shown. View All and View/Edit All are shown for Teams access and Private Channel access respectively.

On the Add Security window, click on Add members (users) for Team Access. Users that have been added from Add Security will be shown on the Security member list. A button will be shown as-> Add Below Team Members To All Private Channels.
Turn on the button and the users in the Security member list will be added to the private channel.

When deleting a member from the grids, the popup message shows “Are you sure you want to delete the selected user?”

Turn off the button and in the private channel no user will be shown.
On the Private channel check the button +Add Members.
Check the Select/Deselect button for the relevant users.
Check the View all button to delete multiple users by selecting them to remove from the Team Access.
Edit Role for the users.

Required Fields for Team Creation in Request Workflow

See the Job CSV Parameters: Create Team and Structure

CreateinOffice365

CreateinOffice365
Office365Group
mailnickname
Office365Teams
Office365Type
DefaultSecurity