Row Actions
Row Actions in Media Manager aims to enhance productivity from a list view and automate business rules by minimizing the number of clicks needed to perform an action. End-users can conveniently execute actions at the row level in the list view as Row Actions. This feature is divided into two types: Standard Actions and Custom Actions.
Standard Actions
Standard (Built-in) Actions are the predefined actions that come built-in with Media Manager, providing essential functionalities for records at the row level. Here's what admins need to know:
Standard Actions include some fundamental actions such as Download, Share, Delete, and more.
Admins have the flexibility to manage standard actions according to their specific requirements. They can add or delete actions from the configuration as needed, tailoring the list of available actions to best suit the organization's workflow.
The file managing actions are included in each row of the three views such as Slider, List, and Tile Views
Download
Enable this row action to allow the end-users to download the media files. This will let them download a single file of that row.
Share
Enable this row action to allow end-users to share an individual record. This will let them share the file with any Users, Groups (Collaborative groups), and Records. If the source is “Attachment” the share will be removed from the actions by default.
Exclude from Viewer
Enable this row action to exclude the file previewing from the Media Manager component used in any lightning page.
Remove from Record
Enable this action to let the end-users remove the file from that record.
Delete
Enable this row action to allow end-users to delete that record upon getting a confirmation from the user. This will delete the file from any records and the posts it is attached to.
Upload New Version
Users can upload a newer version of an existing file to maintain seamless version control. This avoids creating duplicates and ensures a clear version history and consistency across records. This feature is intended for use with all supported file types and is accessible across all views—Slider, List, and Tile.
Every updated file retains a version history, allowing users to track modifications, including the timestamp and version number.
The file reference remains unchanged, ensuring that any existing links or usage of the file across the system remain intact.
Users can quickly update documents, media, or any other files without creating unnecessary duplicates, simplifying file management.
NOTE: When uploading a new version, ensure the file matches the allowed file types specified in the Configuration’s upload settings. Unsupported file types will not be accepted.
Edit Image
Users can edit images directly within the interface, allowing modifications without needing external tools. This feature streamlines workflows, making image modifications more efficient.
Available Image Editing Actions
Crop: Trim images to remove unwanted parts.
Rotate: Adjust the orientation of images to the desired angle.
Compress: Reduce file size by choosing between standard compression for optimal default settings or customizing the compression level based on user-defined parameters.
Zoom In/Zoom Out: Zoom in to inspect image details or zoom out for a broader view.
Undo/Redo: Reverse or reapply recent actions to correct mistakes or adjust edits.
Reset: Restore the image to its original state before edits were applied.
Fullscreen Preview: Expand the image to fullscreen for a more detailed inspection.
Preview Original vs Edited: Compare the original image side by side with the edited version to evaluate changes.
NOTE:
The Editing Tool currently supports the following file types:
.PNG
.BMP
.GIF
.JPG/.JPEG
Ensure optimal performance by using one of the supported browsers:
Chrome
Edge
Firefox
Safari
Compression: Files under 50kb cannot be compressed using the tool.
Mobile Zoom: Slider zoom functionality is available. However, precise zooming for a specific area is not supported; only general zoom in/out applies.
Save Preferences
Users can choose how to save their edited images, with the following options available, depending on their needs:
Save as New File: Creates a new version of the image while retaining the original.
Overwrite Current File: Saves the changes directly to the current file, replacing the previous version.
Ask Each Time: Prompts the user to choose between saving as a new file or overwriting the current file each time an edit is saved.
Note: Editing features are not available for HEIC files. Users are advised to convert these files to a supported format for editing.
View Version History
Users can track and manage different versions of a file, ensuring clarity on changes over time and allowing easy reversion to a previous version if necessary. This feature is available for all file types supported by Media Manager. By accessing the version history, users can monitor important details such as:
Last Modified Date and Time: Displays the exact date and time when each version was modified.
Version Status: Indicates whether the version is currently Active or Inactive.
Version Number: Indicates the version number of the file, with all versions listed in sequential order.
File Size: Displays the file size for the version.
Managing Versions:
Set as Active Version: Users can choose a previous version and set it as the active one, which will replace the current file reference across the system.
Slider View for Version History: While reviewing a file's version history, users can conveniently browse through all versions using the slider view.
Only a single version of a file can be active at any given time.
Limitation: The following file types do not support a preview for versioning - HEIC, JFIF files. You will be re-directed to the salesforce screen.
Custom Row Actions
Custom Actions in Media Manager empower users to create personalized actions tailored to their specific needs. Here's a detailed breakdown:
Admins can create custom actions and can edit, delete, and clone them as needed.
Admins can implement a variety of actions, expanding beyond the standard functionalities provided by the Media Manager.
Custom Row Actions Section Details
As a Media Manager admin, you can easily configure custom row actions to meet your specific requirements. Follow these steps:
Under the Row Actions tab, scroll to the bottom left and click on "Add Row Action."
Action Name: Assign a distinct name for easy identification.
Action Types: Choose from various distinct action types, each designed for a specific purpose.
a. Launch a Lightning Flow
b. Launch a Lightning Component
c. Launch a Lightning Web componentDisplay As: Select how the action should be displayed (limited to Button as of now).
Target: Define the target for the action, such as launching a Lightning Flow, Lightning Component, or Lightning Web Component.
a. Launch a Lightning Flow: If the target flow has any flow variables available for input will be shown under the action detail page.
Note: Versions before Spring’24 released supported Object fields as variables, but it is now replaced with just a ParentId field.
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 and Value – Here, the user can select the values to be passed to the mentioned flow target.
b. Launch a Lightning Component: It shows all the target names obtained by the current user as the options, and from that user can select the required target name.
c. Launch a Lightning Web Component: Mention the component name in the value box to preview it in the Media Manager component used in any lightning page.
How to create Custom Row Actions
On the Configuration Page, go to the Row Actions tab.
Click the "Add Row Action" button located at the bottom left corner.
Enter a name in the "Display Label" field.
Choose an Action Type from the three options listed.
Select the action to be displayed as a button.
Depending on the selected action:
a. For Flow and Lightning Component: Select the target.
b. For Lightning Web Component: Enter its name in the target field.
Click Save to finalize the custom row action.
Final Note:
To re-order the actions, click on the re-order icon, drag and drop them to the desired order. This allows for easy customization and arrangement of row actions according to preference.
To be able to access actions in Media Manager, you will also have to place the “Media Manager helper" component.
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