CaseMap Server

Displaying case staff

Displaying case staff

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Displaying case staff

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The CaseMap SharePoint Web Part allows you to display a list of active staff members in a CaseMap case without having to manually retrieve the data from the case.

In the CaseMap - Case Team Members panel, you can select the case from which you want to display a list of users. On the CaseMap SharePoint Web Part, the Case Team Members list displays user names in a first name, last name format. The listing is sorted by last name. Case staff that have been deleted from a case will display with "Deleted" next to their short name in the list.

 

Case Team Members list

 

 

hmtoggle_plus1To add case team members
1.Open the CaseMap SharePoint Web Part.
2.Click on the case tab for which you want to display case staff.
3.Click on the Site Actions button AC_sharepoint_site_actions_button in the upper right corner and then click Edit Page.

The Edit Content page displays with the web part page template for you to edit.

4.Click on the Add a Web Part link in the web part zone where you want the case staff list to display.

Web Part Zone

5.In the Add Web Parts dialog box, scroll down to the All Web Parts section until you find the Miscellaneous options.

Add Web Parts - Case Team Members

6.Under the Miscellaneous section, select the CaseMap - Case Team Members check box.
7.Click the Add button.

The new CaseMap - Case Team Members web part displays in the area you designated. You now need to edit the web part so that data displays in it.

8.In the new CaseMap - Case Team Members web part, click the Edit button.

Edit > Modify Shared Web Part

9.Click Modify Shared Web Part.

The CaseMap - Case Team Members panel now displays to the right.

10.In the CaseMap - Case Team Members panel, type in the URL for the CaseMap Server REST web service.

CaseMap Configuration > Case Team Members

For example, for Windows authentication: http://[server:port]/CaseMapAD/CMServerAD.svc

For simple authentication: http://[server:port]/CaseMapLA/CMServerLA.svc

11.In the Authentication Type area, click the authentication type you want to use: Windows Authentication or Local User.

If you click Local User, then enter your user name and password.

12.Click the Test Connection button to verify the connection to the web service and the CaseMap Server.

When the connection is established, a CaseMap Case field displays.

13.In the CaseMap Case list, click on the case containing the information you want to display.

AC_sharepoint_casemap_case_team

14.In the Appearance section, click in the Title field, if you want to edit the case team members title.
15.Click the Ellipses button AC_sharepoint_ellipses_button.

The default name is CaseMap - Case Team Members. You can change the title to reflect the current case name, such as Hawkins v. Anstar Case Team Members.

16.In the Text Entry dialog box, type in the case team member name you want to display in the web part.
17.Click OK to save your changes.
18.Click the Apply button to view your changes without closing the pane.

Click OK to save your changes and close the pane.

The case team members list now displays in the CaseMap - Case Issue Outline web part.

19.On the SharePoint toolbar, click the Publish button AC_sharepoint_publish_button to publish this data on the case page so case staff can now view it.

To customize spreadsheet data display, see Customizing data display.

 

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Need additional help? Email the CaseMap Support team at: casemap.support@lexisnexis.com, or contact a support representative at 877.301.0344. International user? For CaseMap, please call 904.373.2160. The CaseMap Support team is available between the hours of 9:00 a.m. to 9:00 p.m. ET, Monday - Friday.