Provisioning > Request Workflow Configuration > Create an Ad-hoc Workspace

Create Ad-hoc Workspace

Once the request workflow is configured, launch the request workflow to create the workspace in the configured external system. Click the sign on the top right corner of the screen to launch the workspace wizard.

In the request workflow window, select the workspace dialog from the drop-down in the top right corner. The workspace dialog configuration is displayed.

Note: The workspace drop-down dialog is displayed, if there are more than one workspace dialog configured in the workspace wizard configuration.

The panels, panel names, and the metadata (fields) in each panel is determined from the Panel, Unique Metadata, and System Metadata configuration in the workspace wizard. The metadata values are populated from the data entered in Metadata>Manage.

After selecting the client and matter, CAM automatically generates a name for the workspace based on the format specified in Workspace Name Rules and Format. By default, workspaces are named using the format "@ClientId@- @MatterId@ @MatterName@".

Enter information in all the panels and click Next to proceed to the next panel. Click Finish to update the workspace. An additional Approval step may be required, based on user access assigned when creating the workspace. The status of the approval can be tracked in the Approvals tab. The job progress of the created workspace can be tracked in the Jobs tab.

The Workspace wizard is divided over the following screens, which must be completed sequentially. The fields available in each panel is based on the unique metadata assigned during wizard configuration.

Note:By default only the Security and Review panels are displayed in the wizard. For the other panels to be displayed, unique metadata must be assigned to the panels during configuration.

Basic: Specify where the workspace should be created.
Workspace: Specify the metadata values to be applied to the workspace.
Security : Specify the default security to be applied to the workspace
Add to Matters: Select users that should have a shortcut to the workspace in their My Matters.
Review: Confirm your selections from the previous setup screens before submitting the job.
Notification: Select a list of users who should be notified when the workspace is created.
Approval: Submit a workspace request for approval. A user specified as an approver can then either approve or deny the request.

Note: When creating a workspace in iManage, the Boolean metadata values for the custom fields can only be passed as TRUE/FALSE.

Notification Panel Setup

Allows you to select the Users to notify when workspace is created.

For new tenants, metadata and email template will be created by default. However existing tenants created before September 2020 needs to follow steps to setup Notification.

Steps to setup Notification:

Configure Metadatas:
- Go to Administration -> Metadata
- Click hamburger menu and select Add Metadata
- Add below 2 metadatas, Click here to know how to configure Metadata.

Field	Description
UserNotification	User Id
UserNotificationTemplate	Template ID of email.

Configure Email Template:
- Enter template name: WorkspaceNotificationTemplate.
- Select Query Type: Workspace.
- Email Subject: Workspace Successfully Created.
- Email Body:
  Hi {user}!
  Workspace has been created successfully with the following details:
  Client: {ClientId}
  Matter: {MatterId}
  Job: {job}
  Workspace: {link}

Click Save.

Sample Email Template for workspace creation notification:

Note: For new tenants metadatas and email template will be created by default.