AdvoLogix Help

Related Files⚡Component

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The Related Files lightning component is functionally equivalent to the classic Files and Content panel.  As a lightning component, the functionality is extended and described below.

Deployment Use Cases

The AdvoLogix Related Files component is designed for use within lightning record pages. The primary use case for the component is within the context of a given matter; however, the component may also be deployed for any object that supports Salesforce Files.

It is important to note, this component only supports the use of files (not content) when using the component on objects other than the AdvoLogix matter.

Deployment Options

  1. Header Title: Optionally display a title as the component heading.
  2. Show Files From: By default, the component displays Files (and/or Content) related to the underlying record. This option allows page designers the ability to display Files related to records that are related to the underlying record.
    For example, when using the component on the Matter page, choosing Expenses would display the Files related to Expenses for those Expenses which are related to the underlying Matter.
  3. 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.
  4. 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:
    1. 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.  
      TIP: The field API names can be found on the content version object.
    2. 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.
  5. Sort By: Optionally, provide SOQL compliant sort phrase to display a sorted list of records. For example, LastModifiedDate DESC. 
  6. 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.
    1. The accepted value is Google Drive Folder's ID value. Grab your Folder ID from your Google Drive Folder URL.  For example, if your folder URL is:
      Then the Folder ID would be the highlighted portion in this URL. Copy the value and paste it into this field.
  7. Show List Builder: Enable this to allow your users to customize the columns being displayed using the list builder.

The Related Files lightning component supports the Google Drive integration. An administrator can now choose Google Drive as an option within the Show Files From list.   For more information about the Google Drive integration, follow this link.

To enable the Google Drive integration within your organization, please contact [email protected].

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