# Column Set

Applies a named site-column template to a site by processing rows from an Excel file. The actual site columns to create or update are defined inside the template in config.json — not in the Excel file itself.

Filename pattern: filename must contain ColumnSet (case-insensitive).
Example: 20240115 ColumnSet defaults.xlsx

# Columns

Name Required Description
Url / SiteUrl Conditional Server-relative URL of the target site. Required when MatterCode is not provided.
MatterCode Conditional Matter code used to resolve the target site URL from the matter list. Required when Url is not provided.
ClientCode No Client code used together with MatterCode to identify the matter.
SiteSet / WebSet / WebCfg / SiteCfg Yes Name of the SiteCfg template in config.json that defines which site columns to create or update.
Properties No Any additional columns are collected as properties and passed to the template lookup for dynamic value substitution.

Either Url or MatterCode must be provided. SiteSet is always required.

# Behavior

This handler is template-based. A single row can provision many columns at once by referencing a pre-configured template. The SiteSet value must match the name of a SiteCfg entry in config.json — that entry controls which site columns are created or updated.

When only MatterCode is given, the handler resolves the site URL from the matter list automatically.

Last Updated: 4/20/2026, 12:54:05 PM