Ideas & Enhancements

Modify the Default Setting for Case Names || Sync Case Name Changes with Sharepoint

Currently, new cases receive a default naming convention of [Party Name] - [Neos Case #] which populates in Sharepoint on the back-end. However, in our situation this default convention is not ideal and we have a custom case naming protocol we prefer to use. While we can update the Case Name in Neos, this change does not push to Sharepoint. It would be helpful if we could either (1) have new Neos case names sync with sharepoint file names; or (2) have the ability to customize the default naming convention for Neos cases.

  • Guest
  • Jun 13 2024
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