The AdvoLogix Featured Items lightning component allows users to view a list of workspaces, folders 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 featured items component is designed for use within a lightning home age, 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 be launched directly from the app launcher for the 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.
Deployment Options
Navigate to the gear icon and select Edit Page. You are now in the lightning page editor and will find the Featured Items component in the list of components in the left side menu.
When Featured Items Configuration is not provided, then your logged-in users get the capability to manually navigate through NetDocuments and add folders, workspaces or documents themselves.
- Identifier: Select an identifier value that would uniquely identify this component instance on the lightning page. This unique identifier provides context for managing different lists of items per instance of the component on the lightning page.
- Header Title: [Optional] Display a title as the component heading.
- Featured Items Configuration: [Optional] Provide the Featured Item configuration that has been set up previously from the NetDocuments Setup tab. For more details, follow this link.