# Matter List
Creates or updates items in the central matter list by processing rows from an Excel file. Optionally creates or updates the associated client record, moves the matter item to a folder, and applies a permission set.
Filename pattern: filename must contain matterlist (case-insensitive).
Example: 20240115 matterlist matters.xlsx
# Columns
| Name | Required | Description |
|---|---|---|
| MatterCode | Yes | Unique matter identifier. Used to look up or create the matter list item. |
| MatterID / ExternalID | No | External identifier for the matter, such as an ID from a case management system. |
| MatterName | No | Display name of the matter. Used to derive the list item title when Title is not provided. |
| Title | No | Explicit title for the matter list item. When provided, overrides the title derived from MatterName. When absent and MatterName is present, the title is calculated from the configured MatterListTitleFormat. |
| ClientID | No | Internal identifier for the client. |
| ClientCode | No | Unique client code. Required together with ClientName to create or update the client list entry. |
| ClientName | No | Display name of the client. Required together with ClientCode to create or update the client list entry. |
| PermissionSet | No | Name of a permission set configuration to apply to the matter list item after creating or updating it. |
| Folder | No | Folder path within the matter list to move the item into after creating or updating it. |
MatterCode is always required. Any additional columns are passed as metadata properties and written to the matter list item.
# Behavior
The client record is created or updated only when both ClientCode and ClientName are provided in the same row. If only one is given, the client step is skipped.
When Title is provided, it is used directly as the list item title. When Title is absent but MatterName is present, the title is formatted according to the MatterListTitleFormat setting in the service configuration.
When PermissionSet is provided, the named permission set configuration is applied to the matter list item.
When Folder is provided, the matter list item is moved into the specified folder within the matter list.
# Related links
- Site Collection handler — provision the matter site collection
- Permission Set handler — define permission set configurations
- Doclib Set handler — provision document libraries within a matter site