Tech Specs 

TAP now has the ability to integrate workflows into the follwing TeamConnect versions:

• TeamConnect 4.2 through TeamConnect 6.X
•  TeamConnect Essentials
• See the TAP 3rd party matrix for a full, detailed list of 3rd party products and the features that TAP supports.

Troubleshooting

See this page for Tips, Tricks, and Troubleshooting help related to the TAP TeamConnect Integration. 

Introduction and Installation

Establishing Connections

TAP Form Elements

TC_TAP Workflow Actions

Launching the Workflow

Setting Up a TeamConnect Key

Note: Users must have a TeamConnect login/password created. It is recommended that it is not linked to a individual user's account, instead a TeamConnect service account with corresponding permissions.

1. Log into TAP.
2. Go to the Administration tab.
3. Locate TeamConnect Keys link on the list located on the left side of the screen and click on it:
   
   Note: You cannot delete TeamConnect keys once added, you can only edit them.
    
4. Select the New TeamConnect key button on the right:
   
    
5. Add the required information in all the fields. Click Save when finished. 
   Note: The label should be called what the instance being connected to is for easier identification

     Note: The TeamConnect URL must be "https" and should not include the "login". 

Creating a Workflow with the TeamConnect Integration

1. Click Designer under the Business Automation tab (located in the top global menu).
   
    
2. Select the Create button.
   
    
3. In the Form tab, you can select the TeamConnect Records or TeamConnect Categories option on the left column:
   
    
   • From there, you can select "TeamConnect Setup" on the right side and a pop up will show to select the TeamConnect Key and set various field information:
     
      
   • Configure the respective TeamConnect record options you want to appear in the Form/Workflow in this pop-up:
     
      
4. From the Workflow Tab, users will need to have at least 2 stages (more stages can be used, but at least 2 stages are required): 
   
    
5. Click on the Relationship for the stages and then click on the TeamConnect support button on the top menu. 
   
   Using the example in step 4, you would click on the box that says Relationship 1, then click the TeamConnect Support button on the top menu. 
   
    
6. Click Add when this TeamConnect Support pop-up appears.
   
    
7. A new window will appear. Select the following options for the 3 dropdown menus at the top of the screen:
   
   Dropdown 1: TeamConnect key must be selected. Dropdown 2: select an Object type. Dropdown 3: select a Primary Category (if there is one).
   
   Note: Depending on the type of Object type selected, further form fields may appear:
   
   Required TeamConnect Objects will have a red bar next to them.
   
   

Any documents you wish to send to TeamConnect from TAP must be configured in the option tab of the TeamConnect Support pop-up.

Overwrite Information:

If you wish to overwrite previous information sent to TeamConnect in one workflow, select the the "Replace Previously Selected Categories" option under the Categories update drop down. 

1. You can then add various other Options and Trigger Conditions if desired using the other tabs. Once done, click the Save button on the bottom.
2. The TAP form fields will map to TeamConnect based on your form selections listed above. Always remember to save your workflow.

Please see the screenshot below.

Using the TeamConnect Categories Field

The TeamConnect Categories field can be used in order to set record categories based on a user's selection in a TAP Form.  In order to do this, you must first add and configure a TeamConnect Categories Field in your TAP Form.  The TeamConnect Categories field is located directly below the TeamConnect Record Search field on the Form Builder sidebar:

Simply drag and drop the TeamConnect Categories field to the section of your form that you would like to add it to.  Once added, you will need to configure the field.  This can be done by clicking the TeamConnect Setup button located under Additional Settings in the Field Properties sidebar.  The following popup will then display:

In the First dropdown, select the TeamConnect key that you would like to integrate with.  In the Second dropdown, select the TeamConnect Object Type for the matter that you will be creating. The Third dropdown has 5 possible selections:

1. Multi Select - Allows the user to select multiple categories/sub categories to be assigned to the matter. Any combination of category/sub category can be selected.
2. Multi Select single child value - Allows user to select both a category and sub category, but not multiple of either. NOTE: If either multi select options are selected, the category will display as two dropdowns, one where the user can select multiple categories to assign to the object, and another where the user can only select a single category to be assigned as the Primary Category
3. Single Select - Allows user to select a single category or sub category
4. Essentials Parent - More Info TBA
5. Essentials Child - More Info TBA

The Fourth dropdown is used to decide which category and sub category options you would like to display.  There are two options to choose from:

1. All Categories - Displays all category and sub categories for the selected Object Type.
2. Predefined Categories - Allows you to select which Category and Sub Categories you would like to make selectableainin

Once the TeamConnect Categories field has been configured, you can use it to set the category of the matter you are creating through TAP.  To do this, simply select the Categories field that you created in the Primary Category dropdown when configuring TeamConnect Support in the workflow section.  When the workflow runs and creates a TeamConnect Matter, the category should be set to the value(s) chosen in the categories field. 

Send Files from TAP to TeamConnect

To transfer files from TAP to TeamConnect, follow the steps outlined below:

1. Begin by creating or loading a workflow.
2. Navigate to the "Workflow" tab, then click on TeamConnect Support, followed by Add.
3. Under the "Attributes" tab, select the relevant TeamConnect Key associated with the TeamConnect environment.
4. Choose the Object type and Primary Category accordingly.
5. Fill in all required information as prompted.
6. Navigate to the "Options" tab and assign a name for the Label.
7. Utilize the "Add new Attachment" option to include an attachment or file.  

8. From the "Please select attachment" dropdown, opt for "File upload".
9. Next, choose "Document" from the "Please Select Category" dropdown and proceed to select a description.
10. Moving on to the workflow, access the Properties and then select a stage, followed by Form Access. Ensure that the File Upload option is set to "Show".

11. Save the workflow once all necessary modifications have been made. 
12. Input text into the Text box and select a file for upload, then click the Submit button.
13. To verify the upload, navigate to TeamConnect, then the Documents tab and select Recently Uploaded. Here, the file uploaded in TAP will be visible and accessible for download.

14. Hovering the mouse over the document name will display the file path. 

Pre-Populate TAP Forms with TeamConnect Matter Fields

Form designers can configure forms to enable users to search for Matter Name, Matter ID and see matter information pre-populated in the search. Pre-population works for text fields and a drop-down that uses "Use TeamConnect Table As Option".

Admin or workflow designer: create a TAP workflow with TeamConnect Pre-population. When admin clicks the pre-population options, the admin has the ability to pre-populate all of the fields that are created or updated within the TC Support modal.

End user: When end user searches for a matter name or matter ID in a TAP workflow, the information related to the matter pre-populates within the TAP form. As a user, I want to search for a matter name or matter ID, and see matter information pre-populated after this search, so that I can make further edits or add information while referencing previously submitted matter details. 

TeamConnect Pre-Population Setup

The instructions below detail how to set up TeamConnect Pre-population in a TAP form. The first few steps cover how to set up the correct form fields, then the next section covers how to configure each form field accordingly for your TeamConnect needs, and the last section covers the workflow configuration.

Begin by creating a new form.

Creating Involved Parties on Records in TeamConnect via TAP

Prerequisite: To add an involved party in TeamConnect via TAP, the TeamConnect design must have a corresponding custom field of Involved Party type.

1. Add “TeamConnect Records Search” form field to TAP form
2. In “TeamConnect setup” for that form field, map to the proper key and map to the contact object
3. Set up desired form access for the “TeamConnect Records Search” form field
4. On the “Workflow” tab add “TeamConnect” support. The TC destination field in this example is “Agency1”. The name of the field in TAP is “agency 1 test”.