# UPM plugin
Customer-specific plugin for United Project Management (UPM). Maps case area information from matter lists to specific SharePoint sites based on custom column mappings.
DLL: Epona.UPM.dll
# What it does
- Case area mapping — maps matter cases to dedicated SharePoint sites
- Code-based routing — routes cases to sites based on case area codes
- Custom field support — reads case area from configurable matter list columns
- Cross-site integration — references sites from different configuration
# Prerequisites
- SharePoint matter list containing case area information
- Dedicated SharePoint configuration for case area sites
- Matter list with case area name and code columns
# Configuration
# MatterListCaseAreaColumnNameForMatterListTitle
Type: string | Required: Yes
Matter list column with case area name
# MatterListCaseAreaCodeColumnNameForMatterUrl
Type: string | Required: Yes
Matter list column with case area code
# CaseAreaSiteCfg
Type: string | Required: Yes
SharePoint configuration name containing case area sites
# Example configuration
| Property | Example value |
|---|---|
MatterListCaseAreaColumnNameForMatterListTitle | CaseArea |
MatterListCaseAreaCodeColumnNameForMatterUrl | CaseAreaCode |
CaseAreaSiteCfg | UPMCaseAreas |
# Site organization
Case area sites are organized as:
/sites/case-COMM/— Commercial matters/sites/case-IP/— Intellectual Property matters/sites/case-LIT/— Litigation matters
The code part is derived from CaseAreaCode column.
# Troubleshooting
| Issue | Cause | Resolution |
|---|---|---|
| Cases not mapped | Column names incorrect | Verify column names match exactly |
| Sites not found | CaseAreaSiteCfg doesn't exist | Verify configuration name and site collection |
| URL construction fails | Case area code contains invalid characters | Use alphanumeric codes without special characters |