AdvoLogix Matter Management

How do I create an iManage® Workspace via automation?

Updated Sep 28, 2021

AdvoLogix® provides a built-in Apex method to generate an iManage® Workspace automatically via Salesforce® Flows.

Creating a Flow to Generate a Workspace Upon Record Creation

A background automation can be set for any object you want to generate an iManage® Workspace. AdvoLogix® provides a Flow Template named iManage: Create Workspace, which includes the preconfigured setup of actions needed to generate the workspace.

  1. In Salesforce® Setup, enter Flows into the Quick Find box, and select Flows.
  2. Select the New Flow action button in the page header to initiate a new Salesforce® flow wizard.
  3. Switch to All + Templates tab.
  4. Select the iManage: Create Workspace template from the list of available templates.
  5. Select the Next button.

You now have a custom flow that will be triggered when a record is created or edited. Your administrator can update the trigger options as well as provide a different object to trigger the process.

Understanding the Create Workspace Flow Template Structure

  1. Choose your Trigger mechanism based on whether you want your Workspace to be generated whenever a record is created or updated. The Run Flow mechanism should remain with the default selection, as you would want to be able to initiate workspace creation after the Salesforce® record has been saved and committed to the database.

  2. Choose an Object for which you want your iManage® Workspace to be generated for.

  3. Execute Create Workspace Apex action provided by AdvoLogix® as an iManage® utility method. Create Workspace Apex method supports the following parameters:
    • Record ID - Provide the current record's record Id value here.
    • Use Asynchronous Method - Provide a true/false value to mark that this process is to be executed as an asynchronous approach.

The Create Workspace Apex action can be utilized within Process Builder as well.

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