# Matter List plugin

Synchronizes matter and client lists from SharePoint lists to document management systems. Monitors changes in SharePoint lists and propagates updates bidirectionally with support for parent-child matter hierarchies.

DLL: Epona.MatterList.dll

# What it does

  • Matter list polling — monitors SharePoint matter lists for changes
  • Client list polling — monitors SharePoint client lists for changes
  • Change detection — identifies new, updated, and deleted items
  • Parent-child support — handles hierarchical matter structures
  • Bidirectional sync — propagates updates to external systems
  • Service account filtering — ignores changes made by the provisioning service
  • Scheduled execution — periodic polling at configurable intervals

# Prerequisites

  • SharePoint matter list (typically Matters list in site collection)
  • SharePoint client list (typically Clients list in site collection)
  • External system for matter/client updates (optional)

# Configuration

# Matter List settings

# Disabled

Type: boolean | Required: No

Disable matter list synchronization

# IntervalInMinutes

Type: int | Required: Yes

Polling interval in minutes

# StartTime

Type: TimeSpan | Required: No

Optional: earliest time of day to run

# EndTime

Type: TimeSpan | Required: No

Optional: latest time of day to run

# IgnoreUpdatesServiceUser

Type: boolean | Default: true | Required: No

Ignore changes made by provisioning service account

# Column_ParentMatterCode

Type: string | Required: No

Column name for parent matter code (hierarchical)

# Client List settings

# Disabled

Type: boolean | Required: No

Disable client list synchronization

# IntervalInMinutes

Type: int | Required: Yes

Polling interval in minutes

# StartTime

Type: TimeSpan | Required: No

Optional: earliest time of day to run

# EndTime

Type: TimeSpan | Required: No

Optional: latest time of day to run

# IgnoreUpdatesServiceUser

Type: boolean | Default: true | Required: No

Ignore changes made by provisioning service account

# Example configuration

Property Example value
Disabled false
IntervalInMinutes 60
StartTime 08:00:00
EndTime 18:00:00
IgnoreUpdatesServiceUser true
Column_ParentMatterCode ParentMatter

# Scheduling behavior

  • Interval: polling runs every N minutes
  • StartTime: only poll after this time of day (optional)
  • EndTime: only poll before this time of day (optional)

# Troubleshooting

Issue Cause Resolution
Changes not detected Polling interval too long Reduce interval or adjust time window
Duplicate processing IgnoreUpdatesServiceUser=false Enable service account filtering
Parent matter not found Column_ParentMatterCode incorrect Verify column name exists in list
List not accessible List name or URL wrong Verify matter list exists in site collection
Last Updated: 4/15/2026, 8:56:27 AM