Knowledge: Using iManage Work REST API to Lookup Data
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    Title*Using iManage Work REST API to Lookup Data
    ManualAdministration
    Manual Level TwoIntegrations
    Manual Level ThreeiManage
    Created10/09/2024
    Detail

    Please 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:

    1. Choose data action type of RESTOAuth.
    2. 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
    3. Node XPath of //data is required in this case.
    4. Set OAuth type to Worksite10
    5. Select correct data room.
    6. Input mappings, in this case add ClientID pointing to a field on the form containing it as the lookup value.
    7. 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.
    8. Additional settings, set JSON to True.
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