Configure Request Workflow for MS Teams
Navigate to Administrator
Click Request Workflow Configuration
The Following screen opens where you can customize the following operation:
View the added dialog list
Configuring Request Workflow
Configuring Request Workflow in Desksite
Add New Dialog for MS Teams
Allows you to configure new new dialog.
Click New Dialog, the following screen opens:
Field | Description |
|---|---|
Dialog Name | Enter the name for the workspace dialog. Note: The label that is displayed at the top of the 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. |
System | Select the external system as Office365 from the list to use for this dialog. |
Action Type | Select the type as Request Access of the wizard from the dropdown. |
Click Next to creates the new dialog
Note: User can customize the dialog details in the provided accordion. For more information on Customizing the dialog accordions see Configure Request Workflow Customizing-the-dialog-accordions
Important: To create MS Team workspace through Request Access, you need to configure the Office365 unique metadata.
Configuring 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 -
Fields | Description |
|---|---|
Metadata | Select the Metadata value as CreateInOffice365 from the dropdown list. |
Default Value | Enter the default value to be assigned to the metadata value. |
Is Hidden | Select the Hidden status value. |
Is Read Only | Select the 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:
|
Look Up | By default Look up value is No for selected metadata value. |
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 or click Cancel to close the dialog
Creating MS Team Workspace
After the request workflow is configured, launch the request workflow to create the workspace in the configured external system.
Click the sign on the top right corner of the screen to launch the workspace wizard as following step -
In the request workflow window, select the workspace dialog from the drop-down in the top right corner. The workspace dialog configuration is displayed.
Click Request Access, the following screen appears. The Request Access option enables you to access specific Team without approval.
Note: 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 is determined from the Panel, Unique Metadata, and System Metadata configuration in the workspace wizard. For more information on create workspace, see Create Ad-hoc Workspace
After selecting the client and matter, CAM automatically generates a name for the workspace based on the format specified in Workspace Name Rules and Format. By default, workspaces are named using the format "@ClientId@- @MatterId@ @MatterName@".
The configured panel name in request access workflow will be displayed in workspace dialog
Click Next, to navigate next screen
The configured Panel will be displayed. In Security Panel you can add user by using Add Security option.
Click Next, to navigate next screen
You can Review the configured workspace
Click Submit to create the MS Team workspace
Accessing MS Team
After creating MS Team workspace, navigate to CAM within MS Team
Navigate Directory > Click New Request drop down
Click Request Access to get an access to specific Team and you can create workspace
Click Next, to navigate next screen
The configured Panel will be displayed. In Security Panel you can add user by using Add Security option.
Click Next, to navigate next screen
You can Review the configured workspace
Click Submit to create the MS Team workspace
The Job will be completed successfully, your Team App is ready to access