AdvoLogix Help

Navigation Options for Workspaces & Folders

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The connector allows users to access their NetDocuments workspaces, folders and documents directly inside their Salesforce instance. To open and browse a workspace or a folder within our lightning components, we support custom lightning navigation and standard NetDocuments navigation user interfaces. Both navigation options have their pros and cons and can be turned on/off per user basis.

Standard NetDocuments Navigation

Standard NetDocuments navigation is a user interface that is native to NetDocuments. Opening a workspace or a folder within any of our components will load the content within the standard NetDocuments Web panel. This user interface provides the closest to the native NetDocuments environment.

Custom Lightning Navigation

Custom lightning navigation is a user interface that is native to the Salesforce lightning platform. Opening a workspace or a folder within any of our components will load the content within a custom built user interface using the lightning platform. This user interface provides the closest to the native Salesforce lightning environment.

Standard Web UI vs Custom Lightning Navigation

By default, the connector uses standard NetDocuments navigation for browsing workspaces and folders. To switch to the custom lightning navigation, users can customize permissions for the respective users of your organization. For more details, follow this link.

Standard NetDocuments Web UI Custom Lightning UI

Pros:

  • Provides user experience native to NetDocuments.
  • Provides full integrated search capabilities within your documents and workspaces.
  • Provides file upload capabilities and enter profile of your documents at the time of document uploading.
  • Provides full features and functionalities available within the NetDocuments interface with support for all of your custom installed extensions in NetDocuments.
  • All future updates to NetDocuments will automatically be available as soon as your NetDocuments instance is updated.

Pros:

  • Provides user experience native to Salesforce lightning experience.
  • Provides your Salesforce admins ability to control permissions such as the ability to upload documents, create workspaces and folders etc.
  • Provides breadcrumb navigation path track-ability, so that when browsing within sub-folder structures, AdvoLogix manages and allows you to quickly jump into any parent folder easily with one click.

Cons:

  • User experience cannot be controlled by managing permissions within Salesforce. All permissions are assigned and managed from within NetDocuments.
  • Does not support all context menu action items, only a limited set of actions are available for use within the component.
  • Does not support any custom extensions installed within your NetDocuments instance.
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