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Embedding Files from Salesforce: Difference between revisions
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(Created page with "== Intro == 3B Docs allows you to pull Salesforce files and then embed them on a document. This article shows a few examples of how to do this == Option 1 == Using sforce (globally available variable), you can create a value formatter as follows:<syntaxhighlight lang="javascript" line="1"> async (args) => { console.log('+++++', args, sforce) const getFile = function({versionId}){ return new Promise(async (resolve, reject) => { const results...") |
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== Intro == | == Intro == | ||
3B Docs allows you to pull Salesforce files and then embed them on a document. This | 3B Docs allows you to pull Salesforce files and then embed them on a document. | ||
== The File Object Structure == | |||
To merge a file (e.g. image) on a document, you will likely have the file(s) stored in the Files section against a record. This means that the documents in Salesforce are stored in a Document Link - Document - Content Version object structure. | |||
* The Document Link - this links a salesforce record to a Content Document | |||
* The Content Document - this is the metadata related to an uploaded document | |||
* The Content Version - this is the actual data of the uploaded document | |||
This guide does not discuss how to handle files stored as attachments, however a similar approach to the one described here can be employed | |||
== The Template == | |||
For the purposes of this guide, we will assume that we have a Contact record "Joe Bloggs" with an image of their passport uploaded as a File. We will assume that Joe Bloggs does not have any other files and we want to create a 3B template that embeds the passport image in the template. | |||
# Create a Template, assuming the Contact is the Context object | |||
# Select "Content Document Link" child merge object and copy the repeat block | |||
# Paste the repeat block in the document | |||
# Use the field selector to traverse up from Content Document Link to ContentDocument.LatestPublishedVersion.Id. This will give us the Latest Content Version Id | |||
# Apply value formatter to pull the file based on the Content Version Id | |||
== The Filter == | |||
You can also add URL filter to the Content Document Link repeater in order to select a specific file to pull from the contextual record. Simply add the SOQL filter ContentDocument.Id in ({params.documents}) and pass the url param like so ?templateId=TEMPLATE_ID&recordId=RECORD_ID&documents=DOCUMENT_ID_1, DOCUMENT_ID_2. | |||
== Value Formatters == | |||
The value formatter is how the magic works. It is responsible for taking the content version's data by the content document Id and construct an <embed> or <img> element that will be returned in the document. There are a few ways to achieve this, and the example code below should be adapted to your specific needs. Simply create a Value Formatter and add the code from the examples below. You can name the Value Formatter something like "VersionDataToImage" | |||
=== Option 1 - using sforce === | |||
Using sforce (globally available variable), you can create a value formatter as follows:<syntaxhighlight lang="javascript" line="1"> | Using sforce (globally available variable), you can create a value formatter as follows:<syntaxhighlight lang="javascript" line="1"> | ||
async (args) => { | async (args) => { | ||
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The above assumes that the context record has a child ContentDocumentLink (all non-setup objects have that connection). | The above assumes that the context record has a child ContentDocumentLink (all non-setup objects have that connection). | ||
== Option 2 == | === Option 2 - using REST API === | ||
Using rest API calls, you can include the sessionId from the window.globals.sessionId param like so<syntaxhighlight lang="javascript" line="1"> | Using rest API calls, you can include the sessionId from the window.globals.sessionId param like so<syntaxhighlight lang="javascript" line="1"> | ||
async (args) => { | async (args) => { | ||
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</syntaxhighlight> | </syntaxhighlight> | ||
== Option 3 == | === Option 3 - using RemoteRecordsManager === | ||
Using args.callout to call ApexClass (e.g. using the built in Records Management controller)<syntaxhighlight lang="javascript"> | Using args.callout to call ApexClass (e.g. using the built in Records Management controller)<syntaxhighlight lang="javascript"> | ||
await (args) => { | await (args) => { | ||