# View Set

Applies named view templates to a document library by processing rows from an Excel file. The actual view definitions — columns displayed, sort order, filters, grouping — are configured inside the templates in config.json.

Filename pattern: filename must contain ViewSet or DoclibView (case-insensitive).
Example: 20240115 ViewSet matter.xlsx

# Columns

Name Required Description
DoclibUrl / Url Conditional Server-relative URL of the target document library. Required when MatterCode is not provided.
MatterCode Conditional Matter code used to resolve document libraries from the matter list. Required when DoclibUrl is not provided. Applies views to all matter document libraries.
ClientCode No Client code used together with MatterCode to identify the matter.
View / Views Yes Comma- or semicolon-separated names of ViewCfg templates in config.json to apply to the library.
Remove / Delete No Boolean. When true, the named views are removed from the library instead of created. Defaults to false.
Properties No Any additional columns are collected as properties and passed to the template lookups.

Either DoclibUrl or MatterCode must be provided. View is always required.

# Behavior

When MatterCode is used, the view templates are applied to all document libraries associated with that matter. The row fails if the matter has no document libraries.

When Remove is true, the handler removes the named views from the library. If a named view does not exist in config.json during removal, the view name is used as both the internal name and title so it can still be located and deleted.

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