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.partyNumber|clientParty.clientSequence

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

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 URL
Specifies either a SharePoint json property name (e.g., URL, Epona365URL) or a literal value (e.g., http://.../{variable}) to use when populating the corresponding field in the API.
Example 1: URL
Example 2: Epona365URL
Example 3: https://example.sharepoint.com/Matter/{MatterCode}

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;Emplyees=employeeEmails;

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