UrenTool

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

The plugin will schedule a job using the interval in minutes, start and end datetime properties.

Copy the dll files from the Plugins\Urentool directory to the site provisioning directory.

Restart the service to activate the plugin.

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

Specify the url (only the host, for example https://epona.api.finance.atabase.nl/ (opens new window)) and BearerToken

The following optional properties can be set:

ProjectCaluclationModelColumnName Sharepoint column to map project calculation_model field ('cost_based','intern', 'fixed')

ProjectResponsibleEmployeeNameColumnName Sharepoint column to map project responsible_employee name field

ProjectBillerEmployeeNameColumnName Sharepoint column to map the project biller_employee name field

ProjectStatusColumnName Sharepoint column to map the project status field ('open', 'closed')

ProjectTypeColumnName Sharepoint column to map project project_type field

DefaultClientCode Default client code if UrenTool client code is empty

DefaultClientName Default client name if UrenTool client name is empty