STEP 4: Modify CRM Content Version Page Layout Field Set

AdvoLogix provides custom Matter Content functionality on the Matter's page layout. The following changes to your Salesfoce Content include:

  1. Adding the required custom fields from our package to Content Page Layout.
  2. Optionally add our custom fields related to Time tracking.

1. Select the Content Version Page Layout

To make these changes follow following steps:

1. Go to Setup | Customize | Salesforce Files

2. Click on "Page Layouts" link.

3. Click Edit against the "General" Content Version Page Layout.

Edit the Content Version Page Layout

~ Drag-n-drop all the Highlighted fields from (1) to (2).

~ Click "Save".

2. Locate the Time Tracking Fields (optional)

To make these changes follow following steps:

1. Go to Setup | Customize | Salesforce Files

2. Click on "Field Sets" link.

3. Click Edit against the field set labeled as "fieldSet_ContentTime".

Add the Time Tracking Fields (optional)

1. Drag-n-drop the fields "Log Time" and "Time (In Hours)" to "In the Field Set" section.

2. Click "Save".