AdvoLogix Matter Management

Box Integration

Updated Aug 18, 2021

Box can be easily integrated with AdvoLogix. The instructions provided here will allow your firm to associate box content (files) with an AdvoLogix matter.

Prior to adding the matter integration discussed below, please ensure your organization has installed the Box for Salesforce integration provided by Box.

What does the box matter integration do?

What does the Box Matter integration do?

The Box for Salesforce integration provides the following capabilities:

  • Store, access, and share box files within the context of a related matter.
  • Perform matter collaboration and keep teams in sync with content that has been shared, previewed or downloaded by your collaborators.
  • Enable content to be accessed, approved and updated from any mobile device using the Salesforce mobile application.
  • Box is available as a tab inside of Salesforce. At this global level, your firm can store contract templates or any generic non-matter related collateral.

What are the prerequisites?

  • Install the Box for Salesforce integration from the AppExchange.
  • All Box for Salesforce settings must be entered and verified via the Box Settings tab.

How do I implement the box matter integration?

Box Matter Widget Code

Use the following procedure to create a matter viewing area for you box content.

  1. Go to Setup | Develop | Pages
  2. Create a new Visuaforce page and name it MatterBoxSection
  3. Copy and paste the following Visual Force page code into this new page
<apex:page standardController="advpm__Matter__c" extensions="box.DisplayWidget" showheader="false" sidebar="false" action="{!GetLoginToken}">
 <apex:stylesheet value="{!URLFOR($Resource.box__BoxEmbed, 'BoxEmbed/style.css')}"/> 
 <apex:iframe src="/apex/box__BOXSection?id={!advpm__Matter__c.Id}&param=MatterBoxSection" rendered="{!DisplayBoxSection}"/>
 <apex:iframe src="{!folderShareLink}" rendered="{!DisplayBoxWidget}" width="100%" height="100%" frameborder="0" scrolling="NO"/>
</apex:page>

4.    Save the page

How do I add the box viewing area to the matter page?

How do I add the Box viewing area to the Matter page?

The box viewing area can be added or removed from any matter page layout by using the following steps in the layout editor:

  1. Select Visualforce pages from the list of item types that can be added to the layout.
  2. Drag the BoxMatterSection selection onto the desired area of your page layout.
  3. For best viewing experience, adjust the height to 600 pixels.

To remove the component from a page layout simply reverse these steps.

Testing the New Component

Testing the New Component

With the appropriate settings in your box configuration, you should now see the box integration on your matter page layout (as shown above).  Before uploading a document, you will first need to click the Create Folder button.

Going forward, after the folder has been created, the primary box workspace will always be shown.

The screen shot above illustrates the folder hierarchy implemented by the Box for Salesforce integration. The levels denoted above are as follows:

  • DemoCompany: The root folder setting from the Box Settings tab.
  • Matters: Designates matter related content, determined by the Salesforce object label.
  • ACME vs State of Florida: Signifies the name of the matter.
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