TeamConnect

This pugin will periodically query the TeamConnect API for new and updated projects (matters).

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

Configuration

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

Specify the AccessTokenUrl (https://{clientpart}/as/token.oauth2), the ClientId and ClientSecret.

Specify the EndpointsUrl (https://{clientpart}/{environment})

TeamConnect Matter Project Unique Code
Set the unique code of the matter project in TeamConnect.
Example: MATR (to be used by the plugin as /records/projects/MATR)

Mappings

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

The following optional properties can be set:

Client Id
Set the TeamConnect property to map to the matter Client Id.
Example: id

Client Code
Json file property to match the sharepoint client code field.
If not defined then it will be used the Default Client Code config property.
Example: numberString.

Default Client Code
The default string for the client code.
Example: Code1234.

Client Name
Json file property to match the sharepoint client name field
If not defined then it will be used the Default Client Name config property.
Example: name.

Default Client Code
The default string for the client name.
Example: Client1

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: CreatedBy=createdBy.displayString;

Matter Id
Set the TeamConnect property to map to Matter Id. Default mapping is id.
Example: id

Matter Code
Set the TeamConnect property to map to Matter Code.
Default mapping is property numberString. Example: numberString

Matter Name
Set the TeamConnect property to map to Matter Name.
Default mapping is property name. Example: name

Get User Assignees List
Set True to fetch the assignees emails list.
It will be stored in the json file as a semicolon (😉 separated string called Assignees.
You can use this to map to a SharePoint column and use a permissions set.

Assignees Role Filter
Set a string value to filter assignees list based on the assigneeRole.treePosition property.
Example: MATR_LEAD

Get User Security Access List
Set True to fetch the userSecurityAccess emails list.
It will be stored in the json file as a semicolon (😉 separated string called UserSecurityAccess.
You can use this to map to a SharePoint column and use a permissions set.

User Email Type Filter
Set a string value to filter emails lists based on the contact.emails.items[].emailType.treePosition property.
If not set or not found, then it will get the first email.
Example: MAIL_BUS1

Categories Field Mapping
Maps TeamConnect categories fieldName to sharepoint fields with syntax: sharepointname1=name1;sharepointname2=name2.
This searches the categories stucture for values in textFields, memoFields, numberFields, checkboxFields, dateFields, calendarDateFields, involvedFields, lookupFields, multivalueFields and projectFields.
Example: Responsible Business Unit=Resp_BU;Responsible Legal Entity Memo=Resp_LGL_Entity_Memo;Incident Country=Country;MatterType=MatterType

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: MatterStatus=currentPhase.displayString;

SharePoint Assignees Column Name Set the SharePoint column name to map Assignees emails list. Default is Assignees.
Example: Assignees

SharePoint User Security Access Column Name Set the SharePoint column name to map UserSecurityAccess emails list. Default is UserSecurityAccess.
Example: UserSecurityAccess

MatterFilter
Specify one or more filters in the format <field>=<value>;
If a filter is specified only items that match the filter are exported. One or more fields can be used to specify a filter. By default the filter is executed as "AND". Start the filter with "OR " to specify an OR filter. It's not yet possible to group filters or use a combination of and/or. You can use the | (pipe character) to specify an OR filter within the same field.
Use ; to specify more filters. If none of the filters have a match on the matter, the matter is skipped. For negation it can be used the ! character before the value to test.
Example: MatterProperties.MatterStatus=Open|OpenDynamicValue

Post Handler - Save data in TeamConnect

Save Data In TeamConnect
Set to True for saving data back to TeamConnect. Set to False for not saving data back to TeamConnect.

TeamConnect Save Data Endpoint
Set the endpoint relative path to update in TeamConnect with the unique code.
Example: records/projects/MATR/

TeamConnect Save Data Property
Set the property to update in TeamConnect.
Example: DMSforLegalUrl

Sharepoint Matter Id Property
Set the Sharepoint property used to store the Id from TeamConnect object.
Example: TeamConnectMatterId

Sharepoint Matter Property
Set the Sharepoint property used to store the data to update in TeamConnect object.
Example: URL