Matters and clients list

Columns

Code

Required column.
The Code column in the clients/matters list should always be present
and contains a unique code for a matter or client.

MatterCode / ClientCode

Optional column.
When present, it contains the (unique) code for the matter or client equivalent to the value in Code.

MatterName / ClientName

Optional column.
When present, it contains the name for the matter or client equivalent to the value in MatterName/ClientName.

ExternalID

Optional column.

When the matter- or client code changes in an external system, it needs to be updated in our matter- or client list.
To do this, we need an extra column: ExternalID that holds a reference to the unique matter or client in the external system.

How to add ExternalID column:

1. Add a new Text column to the Clients and/or Matters list with an internal name ExternalID
2. Add an index to this column.

When the ExternalID column exists and the source provides the external identifier (via the fields ClientID or MatterID), the ExternalID column is used to find an existing item. This way, we can update the Code \ MatterCode or ClientCode when it's source was changed.

When an ExternalID column is used, the UrlFormat supports the replace value for it
so it can be used for example like so : /sites/DMS-{ExternalID}