@gregg_appcoll Have you tried Internet authorization form, for example? The unambiguous fields in the form are left blank when you generate the form.

@gregg_appcoll I generally use the matter page to add matters manually. I tried automating at least partially by populating the fields in a spreadsheet and uploading. But this path is also deficient in the sense that (i) you cannot enter priority information, and (ii) you cannot enter inventor address information, among others. If API security is a problem and you want us to use spreadshet upload to import new matters, then at least the spreadsheet should include all fields necessary to import the new matter information.

Hi Sadiq,

Thanks for the feedback. We will pass this along.

Thanks, Christian!

Hi Christian - we have passed this on to enginering for future consideration. We hope this helps.

@ChristianS2558 Thank you! I'll give this a try. The auto-trigggering option is what I'm looking for!

@support_appcoll Any update on this? We look at these tables every day. For what it's worth, Gemini gave me a workaround where I can create a bookmark that I can click when I view Appcoll to change the page display so that it doesn't statically truncate text, but it has to be clicked each and every time the page is loaded

6a6e0360-aefc-4d1f-ba15-37e176a222e4-image.png

javascript:(function(){
/* Find all elements that have a hover title */
var cells = document.querySelectorAll('[title]');

cells.forEach(cell => {
/* If the title has content and the visible text has '...', swap them! */
if(cell.title && cell.innerText.includes('...')) {
cell.innerText = cell.title;
cell.style.whiteSpace = 'normal';
cell.style.wordBreak = 'break-word';
cell.style.height = 'auto';
cell.style.display = 'block';
}
});

/* Force the rows to expand vertically to accommodate the new text */
var rows = document.querySelectorAll('tr, .aw-grid-row');
rows.forEach(row => {
row.style.height = 'auto';
});
})();

Hi Christian - these are great suggestions. Some of which are already on our radar. We will let you know when we enhance this functionality.

Hello all. You can do this by opening a tab with the Billing Timers Billing dropdown. Then move this as separate window in your browser. So you will have AppColl in one browser window and the Billing Timers in a separate window. We hope this helps.

0b9d76a2-0157-4ac2-8feb-743e8f2885f0-image.png

@gregg_appcoll Hi Gregg, thanks for the quick response.

If you are going to expose the ClientContactContactID as a column, please also do so for other Contacts-based fields in Matters. That would be great!

For the Inventors, you're correct that the Inventors CSV export does include the ContactID for the inventors. This would work for our purposes. However, I don't think we have any way to automate getting that information out of AppColl, and that's critical.

Our current practice is to do a nightly FTP dump of our Matters, Tasks, and Contacts tables from AppColl via the Manage Report Schedules interface to take a daily snapshot of our AppColl data. We then import that data into a parallel database that we maintain internally and use for various internal systems.

I may be mistaken, but I don't think we have the option of selecting the Inventors or Connections report types from the Manage Report Schedules interface--we can only specify a named report that we've saved, and the Connections and Inventors "types" of download are special types of report that surface data that isn't visible in a named report but which is sourced from the records in that report.

If the Manage Report Schedules interface were to allow users to specify the "type" of report (I think only Matters, Inventions, Billing, and IDS modules have more than one "type" of report) that is to be scheduled, then I think this would allow us to access the data in the manner we need.

If that's already possible, please let me know how to go about setting it up!

Best,
Christian

Interesting idea - thanks. We'll pass this onto engineering.

@gregg_appcoll OK so to clarify, if I create a custom field "Test," configure the field for a contacts query, and set that field for a given Matter to a particular Contact, then {Matter.Test.email} will return that Contact's email address? How can I restrict the contact fields to match the current client? This is the logic I'm looking for but the syntax isn't quite right:

275350d0-9d8b-4271-a594-7357d713f874-image.png

Hi Christian. Thank you for the suggestion. We will certainly pass this on to engineering.

Hi Christian - we opened a fix for this. We'll let you know when done. Thanks.

Hi Ashley - this is a good idea and something we will pass on to engineering for future consideration. We will certainly let you know of any progress made.

Hi Christian - we will work on alleviating this by doing some truncation. We will keep you in the loop.

Hi Sadiq - Thanks for the feedback. We will remove the notifications when a matter is saved. This may take some time, but it will be done.

Thanks.

@ChristianS9906 Do you have an example that takes multiple minutes? This will help us. But we are working on this with some architecture changes.