This dynamic foldering feature allows users to upload documents directly into a specified folder within the iManage workspace hierarchy.
This feature is dependent on Unity™ Practice Management Docs V3.32 or higher and Unity™ Practice Management Core V4.28 or higher
Target Audience
This feature will benefit customers generating documents that must be automatically routed outside, enabling the default upload behavior to be overridden.
This document’s intended audience are Salesforce Administrators with presumed knowledge of working with flows
Pain Point Solved
Previously, all documents uploaded from Salesforce/Unity PM to iManage were stored in the default folder. Dynamic foldering addresses this challenge by enabling the correct destination folder to be determined automatically during upload
Data Model Changes
New Parameter
iManage Folder Path (String)
An optional parameter added to the existing iManage Upload Invocable Apex action.
This parameter:
- Defines the destination folder hierarchy in iManage
- Is resolved at runtime
- Falls back to the default folder if not provided or if the path cannot be matched
Implementation and Configuration Guide
Permissions Assignment
No new permissions are introduced by this feature.
Component Update
The IManageUploadIC invocable Apex action, which is used to trigger file uploads to iManage, has been updated to include a new input variable IManage Folder Path. This enhancement enables use of the dynamic foldering feature and can be configured within your custom Flow logic.
If you have existing flows that use this invocable Apex action component, simply add the folder path that you want the file that’s the subject of your flow to be uploaded into on the IManage Folder Path parameter.
Otherwise, if you want to use this feature for the first time, set up a flow that handles your file uploads first and use the same steps as above.
Configuration Guide
For Administrators:
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