Adding Name Prefixes and Suffixes

When creating a workspace, a name is assigned to the workspace itself and to each container. The workspace creator assigns the workspace name. The containers names are defined initially by the workspace template. Custom folders, those not defined by the workspace template or those not enforced through flexible folders, are each named at the time of their creation. For all cases, the name is a literal value.

Name of containers can be modified during creation to add specified text either as a prefix or suffix. The prefix or suffix can be a literal, such as (London Office), and, for example, would appear for a folder named Contracts as (London Office) Contracts or Contracts (London Office).

The prefix or suffix commonly is a custom1 and custom2 (client and matter respectively) value. Alternately, it can be the description for custom1 or custom2. Any of custom1 through custom12, custom29, and custom30 or their descriptions can be used. For example, the client and matter may be added as a suffix to easily identify the container's purpose. If the folder is named Contracts, this may be like Contracts (001-1005). It may be added as a prefix, like (001 1005) - Contracts.

To add these, use variable prefixes or suffixes. If prefixes and suffixes are specified, they are added to all containers created by the same template that are enforced with flexible folders.

The following topics are available:

Adding Prefixes and Suffixes

Use this to add a prefix or suffix to a workspace or folder name.

Within iManage Control Center, navigate to Templates page (Settings > Templates).

  1. Select either Workspace Prefix/Suffix or Folder Prefix/Suffix text box.

  2. Select Prefix or Suffix from the list button.

  3. Enter the value:

    1. If this is a literal, enter the value in the text box. For example, enter (Mergers) -. When the workspace is created from this workspace template, (Mergers) - is prepended to the workspace name.

    2. If this is a variable, enter the expression in the text box. The expression may also include additional text. For example, enter the prefix ( #C1ALIAS#) -. Assuming that custom1 alias is 001, when the workspace is created from this workspace template, (001) - is prepended to the workspace name. See Variable values for names.

Figure: Edit Properties dialog box with prefixes and suffixes

The properties region is highlighting inside the box.

images/download/attachments/85082331/image2020-9-12_8-37-24.png

Variable values for names

The following table explains the variable formats for iManage Work Workspace Generator templates, workspaces, and flexible folders.

Variable name

Format

Examples

Comments

#attribute#

Specifies the type and custom property values to use.

Format:

  • #CxALIAS#

  • #Cx DESCR #

# is required to enclose the expression.

C is required.

x is the custom property number, such as 1, 2, or 10.

ALIAS specifies a custom property's alias value.

DESCR specifies the custom property's description value.

Specifies the custom 1 alias:

#C1ALIAS#

#c1alias#

Specifies the custom 11 alias:

#C11ALIAS#

#c11alias#

Specifies the custom 1 description:

#C1 DESCR #

#c1 descr #

Specifies the custom 11 description:

#C11 DESCR #

#c11descr#

Additional text may be included. For example, the expression (#C1ALIAS#): includes the two parenthesis, and a colon.

The text is always included even if no expression is provided. For example, the variable could be (Mergers):.

The specified custom property must be one displayed in the properties region of the dialog box (highlighted inside the box in figure above).

If the specified custom property is not one displayed, the expression will resolve as blank text.

If the specified custom property description is not one from one of the custom properties displayed, or the description is empty, the expression will resolve as blank text.

If either case of the value being blank, the displayed value includes the specified text but the expression will be blank. For example, if the expression is (#C1ALIAS#): and custom1 is not one of the properties displayed, this expression resolves as ():.

Some environments use % instead of # symbols, but % is not supported in some legacy environments.

#workspace_value#

#workspace_value#

No variations are available.

#workspace_value#

#workspace_value# specifies the value used is the value from the workspace properties.

Template and Folder Properties - Features Compatibility Matrix

The following table explains the template and folder properties compatibility with the features iManage Work Workspace Generator templates, workspaces, and flexible folders.

Property

Workspace
Creation

Workspace

Flexible Folder

Comments

Workspace Prefix/Suffix

No

Yes

NA

Intended to provide a convenience mechanism for end users creating workspaces manually using the workspace dialog. iManage Work Workspace Generator already supports this through the mapping file.

Template Default Security

Yes

Yes

NA


Template Security ACL

Yes

Yes

NA

Applicable only to the workspaces created using the template.

Folder Prefix/Suffix

No

Yes

Yes

Intended to provide a convenience mechanism for end users creating workspaces manually using the workspace dialog. iManage Work Workspace Generator already supports this through the mapping file.

Folder Default Security

Yes

Yes

Yes

Folder Security ACL

Yes

Yes

Yes

Match Field(s)

NA

NA

Yes

Applicable only to Flexible Folders created using templates in iManage Work clients.