WWFT

Configuration

Settings

• add key="Debug" value="True" />

Extra logging will be generated

• add key="ShowQuestionnaireInMatterWizardForRole" value="DontSow" /

Define a Group. Members of this group will see the WWFT Wizard in the Matter

• add key="ShowQuestionnaireInMatterWizardAfterOpenDate" value="2020-04-01 00:00:00" /

Only matters with a Create date newer then the date defined in the setting will have the WWFT Wizard.

• add key="ShowQuestionnaireInMatterTab" value="False" /

True or False. With True the WWFT option will be added as an tab.

• MarkAsCompletedByRole

Members of this group can mark the WWFT as completed

• MarkAsCompletedByRTK

The RTK (Responsible/"Verantwoordelijk advocaat") on a matter can mark the WWFT as completed

• MarkAsCompletedByOriginator

The Orignator on a matter can markt the WWFT as completed

• MarkAsCompletedByBTK

The BTK (Billing Time Keeper/"uitvoerend advocaat") on a matter can mark the WWFT as completed

• MarkAsCompletedByCreatedBy

The Created by on a matter can mark the WWFT as completed

• MarkAsCompletedSendEmail

The defined users are getting an e-mail with the Completed WWFT. Allowed values: BTK, RTK, Originator, CreatedBy, ModifiedBy or a fixed emailaddress (separated by a comma)

• MarkAsCompletedSendEmailCC

The defined users are getting an e-mail in the cc with the Completed WWFT. Allowed values: BTK, RTK, Originator, CreatedBy, ModifiedBy or a fixed emailaddress (separated by a comma)

• SendReminderDays

On which day should the reminder be sent. Allowed values: Sunday,Monday,Tuesday,Wednesday,Thursday,Friday,Weekdays,Saturday,Weekends,Daily

• EmailAddressFrom

From which e-mail will the reminder e-mail be sent.

• SendReminderTo

The whom should the reminder e-mail be sent: Allowed values: Use RTK/Owner and/or BTK/OwnerSub and/or Originator and/or CreatedBy and/or ModifiedBy

• SendReminderCC

The whom in the CC should the reminder e-mail be sent: Allowed values: Use RTK/Owner and/or BTK/OwnerSub and/or Originator and/or CreatedBy and/or ModifiedBy

• SendReminderWorkingDays

After how many working days should the reminder be sent. Only numbers are allowed.

• ReminderQuerySQLFilter

Use an SQL query to filter the reminders

• StoreResultsInMatterCustomField

A Result from a WWFT question can be stored in a custom field. The Result should be the Code of the Custom field. In the setting the Code also needs to be defined.

Handlers

Create an excel overview of all matters where the WWFT is added with the entered data.

https://"YOURCMURL"/Questions.aspx/ReportMatters

You can add a date so only matters with the create date or newer are added to the excel.

https://"YOURCMURL/Questions.aspx/ReportMatters/2019-07-01

PDF Export

Two URL-based endpoints are available to export WWFT questionnaire answers to PDF.

Single matter: PrintAsPdf

Generates a PDF for a single matter's WWFT questionnaire.

GET /Questions.aspx/PrintAsPdf/{id}?type=WWFT

Parameter	Required	Description
id	Yes	Matter code (e.g. CS0106) or numeric matter ID
type	No	Questionnaire type. Defaults to WWFT

Response: PDF file download named {MatterCode}.pdf

Behavior:

• Uses the latest questionnaire result for the matter
• For multiple-choice questions, only the selected answer is printed
• The matter code appears in the document header
• Returns a plain-text message (no PDF) if the matter has no questionnaire of the given type

Examples:

/Questions.aspx/PrintAsPdf/CS0106?type=WWFT
/Questions.aspx/PrintAsPdf/12345?type=WWFT

Bulk export: ExportAllAsPdf

Generates a PDF for every matter that has a WWFT questionnaire, and returns them as a single ZIP file.

GET /Questions.aspx/ExportAllAsPdf/{date}?type=WWFT

Parameter	Required	Description
date	No	Only include matters opened on or after this date (yyyy-MM-dd). Omit or pass 0 for all matters
type	No	Questionnaire type. Defaults to WWFT

Response: ZIP file download named WWFT_{date}_{today}.zip, containing one PDF per matter named {MatterCode}.pdf

Behavior:

• Only the latest questionnaire per matter is used
• Matters without a questionnaire of the given type are skipped
• Matters the current user has no read access to are skipped

Examples:

/Questions.aspx/ExportAllAsPdf/2019-07-01?type=WWFT   (matters opened on or after 2019-07-01)
/Questions.aspx/ExportAllAsPdf                         (all matters)

Prerequisites

• A Questionnaire record must exist in the database with QuestionnaireType = WWFT and InActive = false
• The matter must have at least one saved questionnaire result
• ShowQuestionnaireInMatterTab = true in Config\Questions.config (required for the tab UI, not for these endpoints)

Required libraries

PdfSharp + HtmlRenderer.PdfSharp

Converts HTML to PDF. Used by both endpoints to render the questionnaire as a PDF document.

• PdfSharp.dll
• HtmlRenderer.dll
• HtmlRenderer.PdfSharp.dll

ICSharpCode.SharpZipLib

Creates ZIP archives. Used by the bulk export endpoint to bundle multiple PDFs into a single downloadable file.

• ICSharpCode.SharpZipLib.dll