# Client Matter Design

The following design implementation are supported. A default set can be configured for the Client and the Matter using the default ClientSet and MatterSet settings. The following order is used when resolving the (dynamic) name of set

clientmatter*.json
default client/matter set
first defined set

The SiteCollection setting DenyAddAndCustomizePages is always updated to Disabled, because settings are stored in the site PropertyBag. This setting is restored by SharePointafter 24 hours (see link (opens new window)).

# MatterSiteCollection

For each matter a new site collection is created with one or more document libraries. Nothing is created for the client.

Use the setting ConvertToGroupOrTeam to convert/create the matter sitecollection to an Office 365 group or Team. The setting can be set with a variable like {Groupify}. If the value can be convert to true, the existing sitecollection will be converted into a group/team (using the groupset configuration), for new matters a group/team is created. See https://docs.microsoft.com/en-us/sharepoint/dev/transform/modernize-connect-to-office365-group#what-connecting-to-a-new-microsoft-365-group-does-to-your-site (opens new window)

# MatterSite

For each matter a new site is created with one or more document libraries. Nothing is created for the client.

# MatterDocLib

For each matter a new document library is created. Nothing is created for the client.
For the doclib url the MatterCode is used. For the doclib Title, the title from the doclibset is used and if empty, the MatterListTitleFormat settings are used.

# ClientSiteCollection_MatterSite

For each client a new site collection is created. For each matter a new site is created with one or more document libraries.\

Extend the client list with a column SiteURL (definition is equal to the SiteURL column in the matterlist). This column will be updated with the url where the client sitecollection is created and will be used for each new matter site for the client.

# ClientSiteCollection_MatterDocLib

For each client a new site collection is created. For each matter a new document library is created.
Extend the client list with a column SiteURL (definition is equal to the SiteURL column in the matterlist). This column will be updated with the url where the client sitecollection is created and will be used for each new matter doclib for the client.
For the doclib url the MatterCode is used. For the doclib Title, the title from the doclibset is used and if empty, the MatterListTitleFormat settings are used.

# ClientSite_MatterSite

For each client a new site is created. For each matter a new site is created with one or more document libraries.
Extend the client list with a column SiteURL (definition is equal to the SiteURL column in the matterlist). This column will be updated with the url where the client site is created and will be used for each new matter site for the client.

# ClientSite_MatterDocLib

For each client a new site is created. For each matter a new document library is created.
Extend the client list with a column SiteURL (definition is equal to the SiteURL column in the matterlist). This column will be updated with the url where the client site is created and will be used for each new matter for the client.
For the doclib url the MatterCode is used. For the doclib Title, the title from the doclibset is used and if empty, the MatterListTitleFormat settings are used.

SiteURL column\

create a single line column with internal name SiteURL
specify column name formatting value

{
  "$schema": "https://developer.microsoft.com/json-schemas/sp/v2/column-formatting.schema.json",
  "elmType": "a",
  "txtContent": "@currentField",
  "attributes": {
  "target": "_blank",
    "href": "@currentField"
  }
}

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