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Displaying issue outlines

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The CaseMap SharePoint Web Parts site allows you to display issue outlines so that case staff can quickly view case data in a central location without having to manually retrieve data from the case. You can only display case issues for active CaseMap SQL cases.

Each time you access the SharePoint site or publish to it, the issue outline displays in an expanded view to show all parent and child issues. The issue outline can be collapsed to view only a parent level list.

Configuring an issue outline includes:

•	Short name or full name display

•	Issue outline number display

1.	Open the CaseMap SharePoint Web Parts site.

2.	Click on the case tab for which you want to add an issue outline.

3.	Click on the 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 new issue outline to display.

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

6.	Under the Miscellaneous section, select the CaseMap - Case Issue Outline check box.

7.	Click the Add button.

The new CaseMap - Case Issue Outline 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 Issue Outline web part, click the Edit button.

9.	Click Modify Shared Web Part.

The CaseMap - Case Issue Outline panel now displays to the right.

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

11.	In the CaseMap Server REST web service URL field, type in the URL the web part uses connect to the CaseMap Server web service.

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

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

12.	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.

13.	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.

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

15.	In the Issue Name Display list, click Short Name or Full Name.

The default is Full Name.

16.	Select or clear the Show Issue Outline Numbers check box according to the case staff's viewing preference.

This option is enabled by default.

17.	In the Appearance section, click in the Title field, if you want to edit the issue outline title.

18.	Click the Ellipses button .

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

19.	In the Text Entry dialog box, type in the issue outline name you want to display in the web part.

20.	Click OK to save your changes.

21.	Click the Apply button to view your changes without closing the pane.

22.	Click OK to save your changes and close the pane.

The issue outline now displays in the CaseMap - Case Issue Outline web part.

23.	On the SharePoint toolbar, click the 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.

Customizing data display

Deleting web parts

Need additional help? Email the CaseMap Support team at: casemap.support@lexisnexis.com, or contact a support representative at 1-800-833-3346 (option 3). The CaseMap Support team is available between the hours of 9:00 a.m. to 7:00 p.m. Eastern Time, Monday - Friday.

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