# 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
Matterslist in site collection) - SharePoint client list (typically
Clientslist 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 (Client List)
Type: boolean | Required: No
Disable client list synchronization
# IntervalInMinutes (Client List)
Type: int | Required: Yes
Polling interval in minutes
# StartTime (Client List)
Type: TimeSpan | Required: No
Optional: earliest time of day to run
# EndTime (Client List)
Type: TimeSpan | Required: No
Optional: latest time of day to run
# IgnoreUpdatesServiceUser (Client List)
Type: boolean | Default: true | Required: No
Ignore changes made by provisioning service account
# Client-triggered extranet creation
When a client list item is polled and found changed, the plugin can trigger an extranet client creation for it — the same mechanism used by the Client Matter handler, but triggered by detecting the SharePoint list change instead of an incoming file. This uses the global extranet settings, not plugin-specific properties — see Extranet integration for the full property reference.
ClientListExtranetColumnNameCreate(SettingsCfg.Provisioning.Extranet) — column on the client list item that must be set (truthy) for the plugin to trigger extranet creation for that client. If left unconfigured, or the column's value is not truthy for the row, the plugin only saves the client's code/title and does not attempt extranet creation.ClientListExtranetColumnNameMatterCode(SettingsCfg.Provisioning.Extranet) — column on the client list item that the resulting extranet client's matter code is written back to, once created.
# 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 |