Custom Integration - Header

Dependencies

Portal Records
- Content Snippets
  - PracticeGateway/Config/SharePoint/GetFilesAPI
  - PracticeGateway/Config/SharePoint/GetFileEditorAPI
  - PracticeGateway/Config/SharePoint/UploadFileAPI
  - PracticeGateway/Config/SharePoint/DeleteFileAPI
  - PracticeGateway/Config/SharePoint/DownloadFileAPI
  - PracticeGateway/Config/SharePoint/CreateFolderAPI
  - PracticeGateway/Config/SharePoint/GrantCollaborationAPI
  - PracticeGateway/Config/SharePoint/EmailTeamsAPI
  - PracticeGateway/Config/SharePoint/AI/UKTaxReturn/Employments
  - PracticeGateway/Config/SharePoint/AI/FundsTIR/PriorYearK1
- Site Settings
  - PracticeGateway/Config/AIExtraction
  - PracticeGateway/Config/AIExtraction/FundsTIR/Testing
- Web Templates
  - Layout 1 Column
  - Custom Integration - SharePoint Functions
  - Custom Integration - JavaScript
  - Custom Integration - Modals
  - Custom Integration - Team Notifications

Declare Liquid Variables
{% assign GetSharePointFilesUrl = snippets["PracticeGateway/Config/SharePoint/GetFilesAPI"] %}
{% assign GetSharePointFilesEditorUrl = snippets["PracticeGateway/Config/SharePoint/GetFileEditorAPI"]  %}
{% assign UploadSharePointFileUrl = snippets["PracticeGateway/Config/SharePoint/UploadFileAPI"] %}
{% assign DeleteSharePointFileUrl = snippets["PracticeGateway/Config/SharePoint/DeleteFileAPI"] %}
{% assign DownloadSharePointFileUrl = snippets["PracticeGateway/Config/SharePoint/DownloadFileAPI"] %}
{% assign CreateSharePointFolderUrl = snippets["PracticeGateway/Config/SharePoint/CreateFolderAPI"] %}
{% assign GrantCollaborationUrl = snippets["PracticeGateway/Config/SharePoint/GrantCollaborationAPI"] %}
{% assign emailTeamsUrl = snippets["PracticeGateway/Config/SharePoint/EmailTeamsAPI"] %}

{% comment %} HTTP Requests for AI Extraction {% endcomment %}
{% assign AI_UK_TR_Employments = snippets["PracticeGateway/Config/SharePoint/AI/UKTaxReturn/Employments"] %}
{% assign AI_Funds_TIR_PriorYearK1 = snippets["PracticeGateway/Config/SharePoint/AI/FundsTIR/PriorYearK1"] %}

{% comment %} Setting to enable AI Extraction across all Entities {% endcomment %}
{% assign AIExtractionEnabled = settings['PracticeGateway/Config/AIExtraction'] %}
{% assign AIFundsTIRTesting = settings['PracticeGateway/Config/AIExtraction/FundsTIR/Testing'] %}

Load Integration Templates
<script>
    {% include 'Custom Integration - SharePoint Functions' %} 
    {% include 'Custom Integration - JavaScript' %}
    let ascendingOrder = true;
</script>

{% include 'Custom Integration - Modals' %}

{% include 'Custom Integration - Team Notifications' %}

Local CSS Styling
<style>
    a:hover {
        cursor: pointer;
    }
    td {
        padding: 5px 0px 5px 10px !important;
    }
</style>

Dependencies​

Dependencies