AdvoLogix Matter Management

Google Drive Setup in AdvoLogix

Updated

Follow the steps below to complete the setup of the Google Drive connector in AdvoLogix.

Step 1

  1. Go to the AdvoLogix Setup tab.
  2. Select the Files and Content sub-menu.
  3. Click on the [Change] action link to enable the Google Drive Connector.

Step 2

  1. Enter the Client ID retrieved in the Google Cloud Console Project Setup article.
  2. Click on the checkbox.
  3. Select Save to submit your changes.

Step 3

You will now be asked to create a Remote Site Setting and CSP Trusted Site for Google's API access.  Select Continue to create the Google API configuration settings in your organization.

Step 4

Now the related files lightning component will need to be added to the lightning record page of your choice.  The example below is using the matter object record page.  For more information on the related files lightning component, follow this link.

  • Header Title: Optionally display a title as the component heading.
  • Show Files From: By default, the component displays files (and/or content) related to the underlying record.  Google Drive will need to be selected from the list.
  • Show Libraries or Tags or Topics: Determine whether tags, libraries, or topics will be used to display and/or filter within the component. For those organizations using content, Libraries is the default choice.
  • Display Columns: Determine the columns to be displayed in the files display grid. By default the component loads with the following fields from the Content Version object as display columns:
    Title,advpm__Type__c,advpm__Category__c,Description,DISPLAY_LIBRARY_TAGS_TOPICS,LastModifiedDate 
    • The field API names are combined into a single string of comma-separated values and will display the fields as columns in the order they are provided.
    • AdvoLogix also supports a special display column with the API name of DISPLAY_LIBRARY_TAGS_OR_TOPICS, which (when added) will display the library or tags or topics column based on the property value defined under Show Library or Tags or Topics.
  • Google Drive Root Folder ID: Determine the root folder within your Google Drive. The chosen folder will be set as the starting folder and all operations (such as associating a base folder to the current record) will be set in a hierarchy of folders after this root folder. The folder set here will be treated as the top-most folder users will have access to. By default, this value is empty and in those cases users will start from the root of Google Drive.
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