FileViewer Release Notes
0.15 - June 2022
Stability update
0.14 - June 2022
Stability update
0.13 - June 2022
What’s New
- Content Viewer Control - Preview pdfs, documents, videos and audio directly in lightning layouts.
- Content Viewer List - Quickly enable your users by dropping this control on a record layout to visually tab through all of the files related to a record.
- File Report Result - Define a report to run and drop this result set anywhere to drive activities.
- File Record Report - Define a report and drop this component on a record to visually tell your users whether the record is in compliance or not with the attached records.
- Schedule Reports to run and subscribe to report platform events to drive the behaviors required of your organization.
- New Persona unlocked - data entry, configure your content versions with a checkbox and enable users to work through a queue of documents, tagging and building usable libraries quickly and easily within one screen.
Enhanced File Previews
- Integrate your files directly into your work flow, no more navigating away to view file contents.
- View documents directly on record layouts
- View supported audio and video files directly within the lightning page.
- Enhanced File Previews directly integrated into the FileViewer search screen to allow for enhanced data entry, minimizing mistakes as users have direct context to the document being viewed.
Reporting
- Enhanced experience of working with, editing and saving reports
- New Reporting control - Configure a report for your users and deploy it into lightning pages
- New Reporting control - Configure a report and drop a record report on a layout to let your users know if the record has the appropriate documents related or not.
- Schedule reports to run regularly that publish platform events allowing your implementors to create tasks, objects, drive activities and flows to close the gap in your document lifecycle.
Enhancements
File Search
- List view is now editable to assist users in data entry directly in the file search.
Reports
- Now scheduable and actionable
0.11 - February 2022
New Features
File Reporting
- Advanced cross-object reporting for Salesforce Files.
- Quick reports included to get started with cross object reporting.
- Save impactful reports to easily reuse later.
- Download reports to act on your files.
Enhancements
File Tagging
- Supports Dependent Picklists and Record Types (excludes Record Type filtered picklists).
- Improved user experience with dependent picklists when tags no longer apply.
- Tag error visibility and the ability to re-tag files.
- Provides the ability to set default tag values per object, lightning page, or more.
- Lookup field tags with less than 20 records will display as a radio button list as opposed to a search interface.
File Search
- See your newest files first with default descending sort order for files based on Created Date.
- New interface where end users can customize fields that show on tiles and in list view.
- Supports the usage of Content Version Formula fields in filtering and file views.
- New mobile interface using a stacked view for on-the-go users.
Configuration Interface
- New FileViewer Configurator provides a builder-like, friendly user interface:
- Set display fields, filter fields, and filter on specific objects for all components.
- Establish default values for tags using the field value section.
- Maintain unified security and visibility settings over multiple components.