List Actions
List Actions in Media Manager serve as versatile tools for managing files at the configuration level. They encompass both standard and custom actions to facilitate efficient file management and enhance user experience.
Standard List Actions
Standard List Actions come pre-defined with Media Manager, offering essential functionalities for managing records at the list level:
Search
Facilitates searching for specific files within the Media Manager component. In the slider view, users can select files from a dropdown list, while in the list/tile view, relevant files are displayed underneath the component.
Filter
Users can apply more than one filter at a time, allowing for a more refined and specific data view.
Supported Views: Filters can be used in all views available in Media Manager.
Filter Scope: Filters apply to fields under Files and Attachments only. For object-specific filters, use the File Tree tab to set them up accordingly.
File Type Filtering: Users can filter files based on their type, such as PDF, image, or video. This option enhances the relevance of displayed files by allowing users to limit the view to specific file types configured and uploaded.
Refresh
Updates the Media Manager component to reflect any changes or updates to the data.
Upload
Enables users to upload files to the specified primary object. Uploaded files are stored as File(s), not as Attachment(s).
File Upload Settings
The File Upload Settings feature allows administrators to control the types of files that can be uploaded, ensuring only relevant and secure files are managed within Salesforce. Users can directly upload files to the component by utilizing an intuitive drag-and-drop functionality.
This feature is supported across all views: Slider, List, and Tile. Users can drag files from their computer's file explorer and drop them into the appropriate section within Media Manager, simplifying the overall file upload process.
NOTE: The Drag & drop functionality is only supported in the Desktop version.
Allow Specific File Types for Upload: Administrators can specify allowed file types in this field.
a. The default file types can be restricted by unchecking the pre-selected options.
b. Only specified file types can be uploaded, preventing unauthorized or irrelevant files from being added.
c. Users attempting to upload files not listed in the allowed types will receive an error message, ensuring compliance with organizational policies.
Additional Field Types: A text box is provided for adding any other custom file types, separated by semicolons. Administrators can add file types not included in the predefined list by entering them in the text box, allowing for tailored file management policies.
Store File Information: If enabled, file details such as location and creation date will be stored in the list view. Enabling this feature prompts an alert indicating that file information will be stored in the Content Version record during image uploads.
Note: This icon is only to upload files for a Primary Object.
Image Compression Quality
Media Manager allows users to compress images before uploading them through List View. This feature provides options for managing image quality and balancing file size with visual clarity. Users can select from several predefined compression settings:
Original Size - Keep the image as it is, with no compression applied.
Best Quality – Best compression with minimal quality loss [Recommended and Best for viewing]
Space Saver – Maximum compression with high quality loss [Best for storage]
Custom Quality – Set your preferred compression quality erred compression quality from 10 to 80
A detailed description of each compression quality option is available on the right when selecting an option, providing additional context to help users make the best choice.
Download
Allows users to download selected files as a zip file. Bulk download is supported, except when including attachment files.
Focus Mode
Enables previewing files in full-screen mode for improved visibility.
Delete
Allows users to bulk delete selected Files/Attachments from the Media Manager component.
Custom List Actions
Custom List Actions allow users to define personalized actions within the Media Manager Configuration, offering options to edit, delete, and clone these custom actions.
List Action Section Details
Name: Provides a descriptive name for the action displayed in the Media Manager Component.
Action: Supports three types of custom actions: Launch a Lightning Flow, Launch a Lightning Component, and Launch a Lightning Web Component.
Action Type: Allows users to select "Button" as the action type to initiate actions with a click in the Media Manager component.
Target: Depending on the action selected, specify the target:
a. For "Launch a Lightning Flow," select the target flow from the options displayed.
o The flow variables section holds the following input fields.
o Variable Name – Here, the flow variables are rendered with the field data type.
o Global Variable – The user can choose the fields as action values from any objects mentioned in the options.
o Value – Here, the user can enter the value for the flow variables.
b. For "Launch a Lightning Component," choose from the available Lightning Components in the organization.
c. For "Launch a Lightning Web Component," enter the appropriate Lightning Web Component name.
How to create List Actions
Navigate to the List Actions tab on the Configuration Page.
Click the "Add List Action" button from the bottom left corner.
Provide a name in the Action Name field.
Select an Action Type from the options listed.
Choose if the action should be a Button.
Based on the selected action, specify the Target. For the Flow and Lightning Component, select the target. For the Lightning Web Component, enter its name in the target.
Click Save.
Final Note:
Users can easily re-order actions by clicking on the re-order icon and dragging them to their preferred positions, allowing for seamless customization and arrangement of list actions.
To be able to access actions in Media Manager, you will also have to place the “Media Manager helper" component.
On this Page:
- 1 Standard List Actions
- 1.1 Search
- 1.2 Filter
- 1.3 Refresh
- 1.4 Upload
- 1.4.1 File Upload Settings
- 1.5 Image Compression Quality
- 1.6 Download
- 1.7 Focus Mode
- 1.8 Delete
- 2 Custom List Actions