# TimeSolv

This pugin will periodically query the TimeSolv application api web service for new and updated projects (matters).

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

# Getting credentials

Documentation: https://help.timesolv.com/connect-to-timesolv-with-rest-api (opens new window)

  1. Simply get in touch with the TimeSolv team in order to get your developer account setup. These credentials can be used to log into the TimeSolv Dev application.

  2. Open below-given URL to register App with TimeSolv:

https://apps.timesolv.com/App/RegisterApp.aspx (opens new window)

a. Login using Login/Password as per point 1.

b. On successful login, Register App with TimeSolv form opens.

alt text

Name: Epona

Description: Epona SiteProvisioning Integration

Redirect URLS: https://oauth2.eponalegal.com/ (opens new window)

Active: Enabled

c. Once Created, it will show: i. ClientAPPKey ii. SecretKey

3.To get AuthCode and AccessToken follow below-given steps.

a. In your application, you need to have a link somewhere in order to Connect to TimeSolv e.g.

https://apps.timesolv.com/App/Authorize.aspx?redirect_uri={returning_url}&client_id={above_given_ClientAPPKey} (opens new window)

For the returning url https://oauth2.eponalegal.com/ can be used.

b. It will take you to the Authorize page where you need to input LoginName/Password of a valid TimeSolv user.

c. Upon successful login, it will take you to Grant Authorization screen, with an option of Yes or No.

d. On click of Yes it will redirect you to the redirect_uri appended in URL at point (a)

e. You will get the Authentication Code code as part of redirect_uri. This code will not expire and will be used to get AccessToken whenever required.

# Configuration

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

Specify the Url, the ClientID, ClientSecret, RedirectUri and Code.

The following optional properties can be set:

Client Code Json file property to match the sharepoint client code field, for example: ClientId. If not defined then it will be used the ClientId property

Client Name Json file property to match the sharepoint client name field, for example: ClientName. If not defined the it will be used the ClientName property

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 For example: ClientStatus=status|otherproperty or ClientType=ClientType;ClientStatus=ClientStatus;EmptyTest=

Matter Code Json file property to match the sharepoint matter code field, for example: ProjectId. If not defined then it will be used the ProjectId property

MatterCodeFormat Set the format for a different matter code. Example: {ClientCode}-{MatterCode}

Matter Name Json file property to match the sharepoint matter name field, for example: ProjectName. If not defined the it will be used the ProjectName property

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 For example: MatterStatus=status|otherproperty or ResponsibleEmail=ResponsibleTimeKeeperEmail;EmptyTest=

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.

Timezone Specify the timezone that is used in TimeSolv for this firm. The stored lastrun date in the configuration file is converted into the configured timezone when calling the REST API.

Last Updated: 3/17/2025, 3:57:36 PM