Knowledge: Using iManage Work REST API to Lookup Data
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Knowledge
Title*Using iManage Work REST API to Lookup Data
ManualAdministration
Manual Level TwoIntegrations
Manual Level ThreeiManage
Created10/09/2024
DetailPlease note when using the data action it is recommended the data room using it has the feature "OAuth: Validate iManage Work token on access" enabled. Also that it has any iManage Work Settings required to be set.
Creating the data action:
- Choose data action type of RESTOAuth.
- Target site example of client matter lookup, libraries/devws10/customs/custom1/[!ClientID!]/custom2/search. iManage / Worksite API reference will provide others. [!!] values are input values that are swapped out
- Node XPath of //data is required in this case.
- Set OAuth type to Worksite10
- Select correct data room.
- Input mappings, in this case add ClientID pointing to a field on the form containing it as the lookup value.
- Output mappings, in the case of this it will find id and description that you can map to fields or just show on selection grid.
- Additional settings, set JSON to True.
Additional Manual Locations