The AdvoLogix Featured Items lightning component allows users to view a list of workspaces or documents as shortcuts that your administrator has configured. The list is maintained within Salesforce and users can add or remove items from the respective instance of the Featured Items component.
Deployment Use Cases
The AdvoLogix Featured Items lightning component is designed for use within a lightning home page, app page, record page or the utility bar.
An administrator can deploy the component to be used as a dedicated tab that can be accessed easily from the navigation bar and can be launched directly from the app launcher by users. The component may display a pre-selected list of workspaces or documents from NetDocuments using a Featured Items Configuration.
Beyond the lightning app page or home page, the most common use case is to deploy the component within a lightning record page. The component can be deployed without a Featured Items Configuration. This deployment will allow users to map a dedicated workspace from NetDocuments to the Salesforce record in context without the need to create or manage a dedicated Workspace for the record.
Using the Featured Items Component
All AdvoLogix lightning components support standard navigation with workspaces and folders. Certain functions within the component will be adjusted automatically for the users when standard navigation is enabled for browsing workspaces and folders. For more details, follow this link.
Navigating the functions available within the component:
- The action menu allows users to navigate NetDocuments and add a document or a workspace to your featured items list.
NOTE: This action menu is available only when the featured items configuration is not selected in the deployment options for the component.
- The action button reloads the list of featured items within the component instance.
- The content area shows and browses through various items added as your featured items.