Skip to content

Latest commit

 

History

History
220 lines (197 loc) · 6.02 KB

claide.md

File metadata and controls

220 lines (197 loc) · 6.02 KB

Modern SharePoint Site Design Implementation for Matter Management

Part 1: Site Script Development

  1. Create Base Site Script JSON
{
    "$schema": "https://developer.microsoft.com/json-schemas/sp/site-design-script-actions.schema.json",
    "version": 1,
    "actions": [
        {
            "verb": "createSPList",
            "listName": "Matter Details",
            "templateType": 100,
            "subactions": [
                {
                    "verb": "setTitle",
                    "title": "Matter Details"
                },
                {
                    "verb": "addSPField",
                    "fieldType": "Text",
                    "displayName": "Matter Number",
                    "internalName": "matterNumber",
                    "isRequired": true,
                    "addToDefaultView": true
                },
                {
                    "verb": "addSPField",
                    "fieldType": "Text",
                    "displayName": "Client Name",
                    "internalName": "clientName",
                    "isRequired": true,
                    "addToDefaultView": true
                },
                {
                    "verb": "addSPField",
                    "fieldType": "User",
                    "displayName": "Responsible Attorney",
                    "internalName": "responsibleAttorney",
                    "isRequired": true,
                    "addToDefaultView": true
                },
                {
                    "verb": "addSPField",
                    "fieldType": "Choice",
                    "displayName": "Matter Status",
                    "internalName": "matterStatus",
                    "choices": ["Active", "Pending", "Closed"],
                    "addToDefaultView": true
                }
            ]
        },
        {
            "verb": "createSPList",
            "listName": "Key Dates",
            "templateType": 100,
            "subactions": [
                {
                    "verb": "setTitle",
                    "title": "Key Dates"
                },
                {
                    "verb": "addSPField",
                    "fieldType": "DateTime",
                    "displayName": "Deadline",
                    "internalName": "deadline",
                    "isRequired": true,
                    "addToDefaultView": true
                }
            ]
        },
        {
            "verb": "createDocumentLibrary",
            "libraryName": "Matter Documents",
            "subactions": [
                {
                    "verb": "addContentType",
                    "name": "Legal Document"
                }
            ]
        },
        {
            "verb": "setSiteExternalSharingCapability",
            "capability": "Disabled"
        },
        {
            "verb": "triggerFlow",
            "flowId": "",
            "name": "Matter Site Provisioning Flow"
        }
    ]
}
  1. Deploy Site Script Using PowerShell
# Connect to SharePoint Online
Connect-SPOService -Url "https://yourtenant-admin.sharepoint.com"

# Add the site script
$siteScript = Get-Content -Path "matter-site-script.json" -Raw
$scriptResult = Add-SPOSiteScript -Title "Matter Management Script" -Content $siteScript

# Create site design
Add-SPOSiteDesign `
    -Title "Matter Management Site" `
    -WebTemplate "64" `
    -SiteScripts $scriptResult.Id `
    -Description "Template for new legal matters"

Part 2: Power Automate Integration

  1. Create Power Automate Flow for Site Provisioning

    • Trigger: When a new item is created in a master matters list
    • Actions: 
      1. Create site using site design
2. Update site properties
3. Configure additional permissions
4. Update master tracking list with new site URL

  2. Create Hub Site Configuration

    • Register main site as hub site using PowerShell: 
      Register-SPOHubSite -Site "https://yourtenant.sharepoint.com/sites/LegalHub"
    • Associate matter sites with hub automatically in flow

Part 3: Quick Creation System

  1. Create Power Apps Form
# Grant permissions to Power Apps
Grant-SPOSiteDesignRights `
    -Identity $siteDesign.Id `
    -PrincipalNames "[email protected]" `
    -Rights View
  1. Power Apps Component
    • Form fields:
      • Matter Number (auto-generated)
      • Client Name
      • Matter Description
      • Practice Area
      • Responsible Attorney
    • Integration with Power Automate flow
    • Embedded in SharePoint page

Part 4: Site Design Enhancement

  1. Add Theme
{
    "verb": "applyTheme",
    "themeName": "Legal Matter Theme"
}
  1. Navigation Setup
{
    "verb": "navigation",
    "navigation": [
        {
            "displayName": "Home",
            "url": "~site/SitePages/Home.aspx"
        },
        {
            "displayName": "Matter Documents",
            "url": "~site/Matter Documents"
        }
    ]
}

Part 5: PowerShell Management Scripts

  1. Apply Site Design to Existing Sites
# Get site design ID
$siteDesignId = (Get-SPOSiteDesign | Where-Object {$_.Title -eq "Matter Management Site"}).Id

# Apply to specific site
Invoke-SPOSiteDesign `
    -Identity $siteDesignId `
    -WebUrl "https://yourtenant.sharepoint.com/sites/Matter123"
  1. Monitor Site Design Application
# Get site design runs
Get-SPOSiteDesignRun `
    -WebUrl "https://yourtenant.sharepoint.com/sites/Matter123"

Best Practices

  1. Version Control

    • Maintain site scripts in source control
    • Document all changes
    • Test in development tenant first

  2. Security

    • Use PnP PowerShell for sensitive operations
    • Implement least-privilege access
    • Regular security reviews

  3. Maintenance

    • Regular script updates
    • Monitor site design success rates
    • Regular backup of scripts and configurations

  4. Performance

    • Limit number of actions in single script
    • Use batch operations where possible
    • Monitor flow execution times