iManage Work for Admins
iManage Work for Admins connector enables administrators to automate their repetitive or integration tasks, such as adding users or updating custom fields.
This connector is available in the following products and regions:
| Service | Class | Regions |
|---|---|---|
| Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
| Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Contact | |
|---|---|
| Name | iManage LLC |
| URL | https://docs.imanage.com |
| cloudsupport@imanage.com |
| Connector Metadata | |
|---|---|
| Publisher | iManage Power Platform Connector |
| Website | https://imanage.com |
| Privacy policy | https://imanage.com/about/privacy-notice/ |
| Categories | Content and Files;Productivity |
iManage Work for Admins
iManage is the industry-leading provider of document and email management solutions for knowledge workers. iManage platform organizes and secures the information in documents and emails, so professionals can search for what they need, act on it, and collaborate more effectively. The iManage Work connector for Admins supports automation of iManage Administrator features that are available in Control Center. For example, updating metadata fields, adding users, and so on.
Prerequisites
The connector is available for all iManage Work customers connecting to cloudimanage.com. First, the iManage Work Admin for Power Automate application will need to be enabled by an administrator of your iManage Work environment. Once enabled, you will need the specific URL for your environment and a login account and password under which the connector can execute actions. Actions respect the same permissions as applied in Work, so for many of these actions you must have NRT Admin or Tier 1 or Tier 2 support. For more information see the FAQ.
How to get credentials
If you are an existing iManage Work user, provide your iManage Work credentials to login. Otherwise, contact your System Administrator for assistance.
Get started with iManage Work for Admins connector
Perform the following steps to get started with the iManage Work for Admins connector:
- Create an Instant cloud flow and select + New step.
- Search for iManage Work for Admins to see all the available iManage Work Admin actions.
- Select the desired iManage Work Admin action.
- If you are not already signed in to iManage Work, you are prompted for signing in.
- Select Sign in.
- Enter the URL you use to connect to iManage Work, for example cloudimanage.com.
- Enter your iManage Work User ID.
- Enter the password for the chosen account and select Login. From this point on, all flows that use iManage Work Admin actions connect using these user credentials. A different iManage user account can be used by adding a new connection under My Connections and switching to it.
Known issues and limitations
For a list of known issues and limitations, please visit https://docs.imanage.com/power-automate/index.html.
Common errors and remedies
For a list of common errors and remedies, please visit https://docs.imanage.com/power-automate/index.html.
FAQ
For a list of Frequently Asked Questions, please visit https://docs.imanage.com/power-automate/index.html.
Throttling Limits
| Name | Calls | Renewal Period |
|---|---|---|
| API calls per connection | 100 | 60 seconds |
Actions
| Add folder |
Adds a new folder under a workspace, tab or folder. |
| Add shortcuts to user's My Matters |
Adds workspace shortcuts to a user's 'My Matters'. If a Category ID is specified, shortcuts are placed under that category. |
| Add tab |
Adds a new tab under a workspace. |
| Assign user to library |
Assigns an existing user to a library. |
| Create alias for custom or property lookup |
Creates a custom property alias for custom1 through custom12, custom29, and custom30. |
| Create user |
Creates user and assigns the user to the preferred library. |
| Get library roles |
Gets the list of user roles for a library. |
| Get lookup aliases |
Gets a list of lookup aliases for the specified lookup field ID. |
| Get My Matters categories |
Gets categories created in 'My Matters'. Administrators can specify a user ID to get 'My Matters' categories for that user. |
| Get rows from CSV document |
Gets rows from a CSV document in iManage Work. |
| Update custom field |
Updates a custom field description or enabled state for custom1 through custom12, custom29, and custom30. |
Add folder
Adds a new folder under a workspace, tab or folder.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
body
|
body | True | dynamic |
Add shortcuts to user's My Matters
Adds workspace shortcuts to a user's 'My Matters'. If a Category ID is specified, shortcuts are placed under that category.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
User ID
|
user_id | True | string |
Specifies the ID of the 'My Matters' owner. |
|
Workspace ID
|
workspace_id | True | string |
Specifies one or more workspace IDs, separated by a semicolon. An example of a workspace ID is 'ACTIVE_US!123'. |
|
Category ID
|
category_id | string |
Specifies the ID of the category under 'My Matters'. An example of a category ID is 'ACTIVE_US!123'. |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Workspace Shortcuts
|
data.shortcuts | array of MyMattersShortcutsInArray |
Indicates a collection of workspace shortcuts added to 'My Matters'. |
|
All Workspace Shortcut IDs
|
data.all_workspace_shortcut_ids | string |
Indicates a list of all workspace shortcut IDs, concatenated as a string and separated by semicolons. |
Add tab
Adds a new tab under a workspace.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Name
|
name | True | string |
Specifies the name of the tab. |
|
Parent Workspace ID
|
parentId | True | string |
Specifies the ID of the target workspace. An example of a workspace ID is 'ACTIVE_US!123'. |
|
Default Security
|
default_security | True | string |
Specifies the default security for the tab. |
|
Description
|
description | string |
Specifies the description of the tab. |
|
|
Tab Owner
|
owner | string |
Specifies the user ID for the owner of the tab. An example user ID is 'ACASE'. |
Assign user to library
Assigns an existing user to a library.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Library ID
|
libraryId | True | string |
Specifies the ID of the target library. |
|
User ID
|
user_id | True | string |
Specifies the name of the user to be assigned to target library. |
|
Role
|
role | True | string |
Specifies the role of the user in the target library. |
|
Is Preferred Library
|
is_preferred_library | True | boolean |
Specifies to set library ID as the user's preferred library. |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
User Number
|
data.user_num | number |
Indicates the internal user number. |
Create alias for custom or property lookup
Creates a custom property alias for custom1 through custom12, custom29, and custom30.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
body
|
body | True | dynamic |
Returns
- response
- object
Create user
Creates user and assigns the user to the preferred library.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
body
|
body | True | dynamic |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
User Number
|
data.user_num | integer |
Indicates the internal user number. |
|
Full Name
|
data.full_name | string |
Indicates the user's full name. |
|
User ID
|
data.id | string |
Indicates the unique ID of the user. |
|
User Preferred Library
|
data.preferred_library | string |
Indicates the user's preferred (default) library. |
|
User NOS
|
data.user_nos | integer |
Indicates the user's type. The user type can be virtual (2) or enterprise (6). |
|
Extended User ID
|
data.user_id_ex | string |
Indicates the original value of the user ID that is received from the source system such as Active Directory. |
|
User SSID
|
data.ssid | string |
Indicates the unique, system-generated ID of the user. |
|
Password Never Expires
|
data.pwd_never_expire | boolean |
Indicates if the user's password never expires. |
|
Is Locked
|
data.is_locked | boolean |
Indicates if the user is locked. |
|
External User
|
data.is_external | boolean |
Indicates if the user is an external user. |
|
Has Password
|
data.has_password | boolean |
Indicates if the user has a password. |
|
Force Password Change
|
data.force_password_change | boolean |
Indicates the user must change their password on next logon. Only applicable to virtual users, indicated by User NOS with value '2'. |
|
Failed Logons
|
data.failed_logins | integer |
Indicates the current number of failed logon attempts of the user. |
|
User Email
|
data.email | string |
Indicates the email address of the user. |
|
Edit Date
|
data.edit_date | string |
Indicates the date and time (in ISO 8601 format) of the most recent change to the user profile. |
|
Create Date
|
data.create_date | string |
Indicates the date and time (in ISO 8601 format) the user was created. |
|
Password Changed Date
|
data.pwd_changed_ts | string |
Indicates the date and time (in ISO 8601 format) the user's password was changed. |
|
Allow Logon
|
data.allow_logon | boolean |
Indicates if the user is allowed to logon. |
|
User Created
|
data.user_created | boolean |
Indicates if the user was created successfully. If |
Get library roles
Gets the list of user roles for a library.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Library ID
|
libraryId | True | string |
Specifies the ID of the target library. |
|
External Library Roles
|
is_external | boolean |
Specifies the library roles returned are external roles. |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
data
|
data | array of object |
Indicates the list of user roles for a library. |
|
ID
|
data.id | string |
Indicates the ID of the role. |
|
Description
|
data.description | string |
Indicates the description of the role. |
Get lookup aliases
Gets a list of lookup aliases for the specified lookup field ID.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Library ID
|
libraryId | True | string |
Specifies the ID of the target library. |
|
Lookup Field ID
|
lookupFieldId | True | string |
Specifies the lookup field ID. |
|
Parent Alias
|
parentAlias | string |
Specifies the parent of the custom property alias if custom2 or custom30 is selected. |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
data
|
data | array of object |
indicates the list of lookup aliases for the specified lookup field ID. |
|
ID
|
data.id | string |
Indicates the ID of the lookup alias. |
|
Name
|
data.description | string |
Indicates the name of the lookup alias. |
Get My Matters categories
Gets categories created in 'My Matters'. Administrators can specify a user ID to get 'My Matters' categories for that user.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
User ID
|
user_id | True | string |
Specifies the user ID of the 'My Matters' owner. |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
data
|
data | array of object | |
|
Type
|
data.category_type | string |
Indicates the category type. Possible values are 'my_matters', 'my_favorites'. |
|
Default Security
|
data.default_security | string |
Indicates the default security access level for the category. Possible values are 'inherit', 'public', 'view', 'private'. |
|
Has Sub-folders
|
data.has_subfolders | boolean |
Indicates if the category has subfolders. A subfolder can be a workspace, folder, or category. |
|
ID
|
data.id | string |
Indicates the ID of the category. For example, 'ACTIVE_US!987'. |
|
Name
|
data.name | string |
Indicates the name of the category. |
|
Owner
|
data.owner | string |
Indicates the user ID of the category owner. |
Get rows from CSV document
Gets rows from a CSV document in iManage Work.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Document ID
|
documentId | True | string |
Specifies the ID of the document. For example, 'ACTIVE_US!453.1'. |
|
Column Names
|
column_names | True | string |
Specifies a comma-separated list of column names, or a document ID to fetch column names automatically using the first row. |
Returns
Update custom field
Updates a custom field description or enabled state for custom1 through custom12, custom29, and custom30.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
body
|
body | True | dynamic |
Returns
- response
- object
Definitions
MyMattersShortcutsInArray
Indicates details of each shortcut.
| Name | Path | Type | Description |
|---|---|---|---|
|
ID
|
id | string |
Indicates the ID of the shortcut. For example, 'ACTIVE_US!987'. |
|
Wstype
|
wstype | string |
Indicates the iManage Work type of the object. Possible value is 'workspace_shortcut'. |
|
ID
|
target.id | string |
Indicates the target workspace ID for the shortcut. For example, 'ACTIVE_US!987'. |
object
This is the type 'object'.