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File Management App
Identify, Classify and Store
- Business Need
- Audit & ComplianceInformation ManagementIT Management
- Requires
- Sales CloudService Cloud
- Compatible With
- Sales CloudService CloudExperience Cloud
File management application designed to secure and organise document handling. It helps to organise, classify and store Files in a Custom Object that can utilise precise sharing rules to control visibility of the documents.
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Showing 3 of 3 Reviews
Great little tool, one small suggestion.
This is lacking documentation that I could find, but another commentor helped out with a tip that we need to add a classification field on content version. (Thanks!) With some work and flows, this tool is great for our simple use case of organizing our files and we can require types of file uploads based on record criteria. One thing I would suggest adding is the ability to customize the fields displayed in the related file list or include the classification field by default. If it was a comma separated list of API names in the LWC configuration that would be enough. I just added a lookup relationship and a flow to so we could add the file management records as a related list and customized from there, just looks odd to have 2 lists next to each other, but it works. Thanks SF Labs, we trialed several other options but this one did the job!
Great idea but not a complete solution
This is almost exactly what we need but it just needs a bit more thought and attention. Like the previous review said, there are no installation instructions except for the video and although the main steps are fairly straightforward the actual set up of the 'Classification' field which is the main requirement for this solution is not clear at all. After a couple of hours searching and trial and error we eventually discovered that the Classification field mentioned needs to be created in the Content Version object. So now we have the field and can tag files as part of the upload process but that Classification field does not appear on the Related Files table as a column so it is virtually useless as we cannot easily see the classification of uploaded files. Any solutions on how to add this field to the table would be much appreciated.
Classification field is missing
I installed this in a sandbox but when I tried to use it, the Classification field is missing. What am I missing? I don't see it on the object or LWC. There also doesn't seem to be a tab or app for this and no installation instructions other than the video. The idea seems very solid and is actually something I was building on my own. Please advise how to get the Classification functionality working.
You have to make it.