My Documents Component

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Revision as of 01:33, 2 September 2023 by Admin (talk | contribs) (Created page with "== Intro == This component renders a number of documents based on the document assignments for a given contact user. == 3B Portals Compatibility == This component is fully compatible with 3B Portals == Implementation == === Visualforce Pages === You can embed the user-documents component in a Visualforce Page using the following syntax:<syntaxhighlight lang="html"> <!-- Load Supporting Components and Global Functions --> <script src="{!URLFOR($Resource.b3o__GeneralUt...")
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Intro

This component renders a number of documents based on the document assignments for a given contact user.

3B Portals Compatibility

This component is fully compatible with 3B Portals

Implementation

Visualforce Pages

You can embed the user-documents component in a Visualforce Page using the following syntax:

<!-- Load Supporting Components and Global Functions -->
<script src="{!URLFOR($Resource.b3o__GeneralUtils, 'index.js')}" defer="true" type="module"></script>

<!-- This Component -->
<script src="{!URLFOR($Resource.b3o__MyDocuments, 'index.js')}" defer="true" type="module"></script>

<user-documents></user-documents>

<script> 
    const globals = {
        sessionId: '{!GETSESSIONID()}',
        siteUrl: '{!$Site.baseUrl}',
        useREST: false,
        router: b3o.GlobalRemotingRouter
    };
    window['globals'] = globals;
</script>

External Websites

You can embed the user-documents component in a wordpress/custom sites using the following syntax:

<!-- Make sure to point the beginning of the URL to your guest site endpoint -->
<!-- Load Supporting Components and Global Functions -->
<script src=".../b3o__GeneralUtils/index.js" defer="true" type="module"></script>

<!-- This Component -->
<script src=".../b3o__MyDocuments/index.js" defer="true" type="module"></script>

<user-documents></user-documents>

<script> 
    const globals = {
        siteUrl: '.../Onboarding/',
        useREST: true
    };
    window['globals'] = globals;
</script>

Options

Attributes

user-id - this is the contact id. Required

app-id - this is a contextual application id. If provided, we will render only the documents linked to the contextual application.

doc-pack-id - this is the document pack id. If provided, will render only the documents associated with that document pack. If the contact doesn't have a document assignment for the provided document pack, then we will create a new one. If app-id is also provided, the new document assignment will be linked to the application record

URL Params

userId or just id - the contact id

appId or applicationId - the application record id

dpId or docPackId - the document pack id


Notice that attributes will always override URL params and you can mix and match