Crespect

This pugin will periodically query the Crespect application api web service for new and updated matters based on lastModifiedAt property.

Copy the dll files from the Plugins\Crespect directory to the site provisioning directory.
Restart the service to activate the plugin.

Start the configurator and browse to CustomSettings to configure the Crespect plugin.

Specify the Url

Specify the ApiKey.

The following optional properties can be set:

TestMapping
If enabled, move the parsed json to the test directory and don't update the lastchangedatetime

Client Code
Json file property to match the sharepoint client code field.
Example: clientParty.clientReference

Client Name
Json file property to match the sharepoint client name field.
Example: clientParty.officialName

Cilent Party API Property
API property that maps Client Party.
Example: clientParty

Client Field Mapping
Optional field that maps json file client properties to sharepoint fields with syntax: sharepointname1=name1;sharepointname2=name2.
Use the character "|" for "or" conditions if null.
Example: ClientStatus=clientParty.statusCode;ClientPartyType=clientParty.partyType

Matter Code
Json file property to match the sharepoint matter code field.
Example: caseNumber

Matter Name
Json file property to match the sharepoint matter name field.
Example: name

Matter Field Mapping
Optional field that maps json file matter properties to sharepoint fields with syntax: sharepointname1=name1;sharepointname2=name2.
Use the character "|" for "or" conditions if null.
Example: Confidential=isConfidential;MatterStage=matterStateTypeCode;Responsible=responsibleEmployeeEmail;Supervisor=supervisedByEmployeeEmail;MatterClosedDate=closedDate;

Security Groups Mapping
Optional field for explicit mappping on team codes to security groups.
Used to set security group permissions for a matter based on its team codes.
If no mapping is set then the literal codes are used. Use the format =;
Example: AAAAA-000=SecurityGroup_1;BANKI-000=SecurityGroup_2;BANKR-000=SecurityGroup_3;

Security Groups Template
Optional field if no explicit mapping is provided, each team code will be injected into this template.
Use "{0}" as the placeholder for the team code. Example: securityGroupTeam_{0}
Example: securityGroupTeam_{0}

Team Codes API Property
API property that maps to the team codes array of matter-permissions endpoint.
Example: teamCodes

Security Groups SharePoint Field
The SharePoint field to map as the matter's security groups.
Example: SecurityGroups

Employees' Emails SharePoint Field
Name of the SharePoint field that maps to the list of employees' email addresses.
Email addresses are stored as a semicolon-separated string.
Example: Employees

Employees' Emails API Property
API property that maps to the employees' email addresses array in matter-permissions endpoint.
Example: employeeEmails

Practice Areas' SharePoint Field
Name of the SharePoint field that maps to the list of practice areas. Practice areas are stored as a semicolon-separated string.
Example: PracticeAreas

Practice Areas' Array API Property
API property that maps to the practice areas' array property.
Example: practiceAreas

Practice Areas' Name API Property
API property that maps to the practice areas' name property in the practice areas array.
Example: name

MatterFilter
Optional. Specify one or more filters in the format =;

Post Handler - Save data in Crespect

If the post handler properties are configured, after creating or updating a matter in SharePoint, it will retrieve the matter URL and set it in Crespect as defined in the post handler configuration.

Save data in Crespect
Optional. Set to True to save data back to Crespect matter in the post handler.\

Matter URL API Property
API property that maps the SharePoint matter url.
Example: dmsLink