myMatters.config

By default, the My Matters Organizer allows users to reorganize their My Matters shortcuts either by Client > Practice or Practice > Client. However, by editing the myMatters.config file, Milan administrators can provide users with additional organization options.

To add a new reorganize option:

1. Open Program Files\Prosperoware.Milan\\data\myMatters.config in a text editor.
2. Under the <my-matter-options> tag, copy and paste an existing <my-matter-option /> element.
3. In the new element, edit the values for the following attributes:

Attribute	Description
name	The internal name for the new reorganize option.
text	The name that will be displayed in the Reorganize menu in the Organize My Matters dialog.
catergoryFormat	A list of one or more WorkSite attribute IDs, separated by #, that defines the folder structure that will be used to organize shortcuts in a user's My Matters. For example, a format of @imProfileCustom29@#@imProfileCustom1@ will result in the creation of top-level folders based on Practice and subfolders based on the Client. The matter shortcuts themselves reside in the lowest level of the tree.
workspaceFormat	The naming format of the workspace shortcuts that appear under the My Matters categories. Specify one or more WorkSite attribute ID to create the shortcut naming format. For example, to name the workspace shortcuts based on the matter descriptions, set the value to "@imProfileCustom2Description@".

4. Save your changes and close the file.

Example

The following example creates a My Matters category folder with a category subfolder. The category folder uses the Custom1 Description for the name, and the category subfolder name uses the format Custom2 - Custom2 Description. The workspace shortcut name uses the existing workspace name.

<my-matter-option name="clientByMatter"	text="Client by Matter"	
	categoryFormat="@imProfileCustom1Description@#@imProfileCustom2@-@imProfileCustom2Description@"
	workspaceFormat="@imProfileName@" />