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TAP/TeamConnect Integration

Welcome to the TAP-TeamConnect Integration Guide!

This guide details how to integrate the two software systems and allows you to create and integrate workflows from TAP into TeamConnect. The instructions below provide details on how to configure the respective TAP and TeamConnect settings, as well as troubleshooting tips and tricks.

Tech Specs

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

 

Troubleshooting

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

 

Integrated Features

The list below details various integrated TeamConnect and TAP features, how to set them up, and how to use them:

  • Access to TeamConnect directly in the TAP Designer to map TeamConnect Objects to TAP Fields:

    • Mapping of like field types is supported. Examples such as text to text, dropdown to TeamConnect lookup tables, etc.

    • Mapping dynamically to a TAP form field or hard-coding TeamConnect fields.

  • Create records in TeamConnect: (Note: This is based on workflow triggers established in the designer mapping UI.)

    • Objects currently supported are Custom Objects and Contacts.

    • Field Types currently supported are support related object field types and setting assignee.

  • TeamConnect lookup tables and Search in TAP form fields:

    • Present TeamConnect lookup tables within drop downs and multi-value drop downs in forms.

    • Search through TeamConnect custom objects, contacts, and users within a form.

  • TeamConnect Key Management:

    • Users can now connect into many TeamConnect instances from one TAP instance, located in the Admin menu, so that workflows requiring different permissions to TeamConnect instances can easily be accommodated. This feature allows for users to connect to a Production instance of TeamConnect as well as a Staging or Dev instance if needed without having to have different logins.

 

Quick Start Instructions

The following instructions detail how to set up your TeamConnect integration inside of TAP. 

Note: Each instance of TeamConnect may be different, but the basic setup instructions will allow users to get started.

 

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:
    clipboard_e26f1d0783bdb99246546102895421fc3.png
    Note: You cannot delete TeamConnect keys once added, you can only edit them.
     
  4. Select the New TeamConnect key button on the right:
    clipboard_e02cc8c48920045cdd7d0fbb751514332.png
     
  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"
clipboard_e3a3dc0c9f72d3077c10c66edbf2a499b.png


 

Creating a Workflow with the TeamConnect Integration

  1. Click Designer under the Business Automation tab (located in the top global menu).
    clipboard_eabe3c9d0e1e3246eb5d189fade56b407.png
     
  2. Select the Create button.
    clipboard_edc5efe7a0c6f09714d039b4c129e0e48.png
     
  3. In the Form tab, you can select the TeamConnect Records or TeamConnect Categories option on the left column:
    clipboard_ee50a12b72218cf08e1a974edcc87d60f.png
     
    • 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:
      clipboard_ef8430d622f673493f27a955613d0419b.png
       
    • Configure the respective TeamConnect record options you want to appear in the Form/Workflow in this pop-up:
      clipboard_ea4a85f530ceaa9ddbe29509ee003b01f.png
       
  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): 
    clipboard_eb22ef93c5247dd101ecdcfcd42413ae0.png
     
  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. 
    clipboard_e1a76bf380508436eea6968ddcdf091f9.png
     
  6. Click Add when this TeamConnect Support pop-up appears.
    clipboard_ea53d0aafe967b4a4a78419e86526ff52.png
     
  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).clipboard_e9acc1b5d3ccf4dc8300c12e1647ad7c1.png

    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.

    clipboard_ebe15dd244a566a1a8f88f876cc361015.png


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.
clipboard_e83551fc15c978e529f74019a91e73e2d.png

 

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:

clipboard_ecedca5d249fca35ffa4c7ae28255dc61.png

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:

clipboard_e207419fed73df060649a94358b800789.png

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. 

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. 

Constraints

Take the following into consideration before configuring pre-population in your forms and workflows:

  1. When objects are setup in designer this is a permanent configuration.
  2. If the object changes in TeamConnect, the pre-population field will not be changed in TAP.
  3. Execution nor Designer will not check these fields. It will be up to support or services to handle the correction of the TeamConnect object in Designer form pre-population.
  4. If objects have conditional fields based on a type (i.e. Contact's Company Name field) these fields will be ignored.
  5. If TAP cannot contact the TeamConnect server, the workflow will display a warning, however it will still allow submission as long as the pre-populated fields are not read-only or are not required.
  6. File Types will not be supported at this time.

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.

Adding the correct fields to the form:

  1. Add a TeamConnect Record Search field to the form. This field will be used to search and find the record we want in TeamConnect and will be used to pre-populate the rest of the information based on this record. Best practices suggest to name the field "<Custom Object> Lookup" based on clients use of user and workflow record with pre-population.
    TapPrePop_FormField1.png
  2. Add a Text field. Label it Parent Text.
  3. Add another Text field. Label it System ID.
    TapPrePop_FormField2.png

 

Configuring the form fields:

  1. Highlight the TeamConnect Record Search field (the first one on the form) and click the TeamConnect Setup button from the right side menu.
  2. Dropdown options
  3. Click Save
  4. This should set up all of the form fields accordingly. 

 

Creating the workflow:

  1. Create a single stage. 
  2. Click Form Access, and set the drop-down option to Show. Click Save.
    TapPrePop_FormAccess.png
  3. Select Pre-population from the top ribbon menu. Click the Add button. (this is really where the TeamConnect pre-population starts).
    TapPrePop_PrePopulation.png
  4. Enter the name of the form in the first field
  5. Select Use TeamConnect Records Field.
    Note: Pre-population should work for text fields and drop-downs, including drop-downs that are "Use TeamConnect table as options"
  6. Select Records - Basic Custom Parent.
  7. The Dropdown Fields with "Use Team Connect Table as Options" must be configured properly to allow pre-population from TeamConnect dropdown data.

    Add new rules and fill the rules out in the following order:
    • Rule 1: Parent Text, Parent Text, Editable
    • Rule 2: Matter ID, Matter ID, Editable
      TapPrePop_Workflow_FormPrePopulation.png

       
  8. Click Save and close the window.
  9. Publish the workflow.
  10. Save the workflow.
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