Settings
Settings in Media Manager Configuration are divided into many sections as below:
File Viewing Options
File Tree Settings
Other Settings
In a Media Manager Configuration, you will find these features/options under the "Settings" tab as the first tab from the left.
File Viewing Options
In this settings section, you have control over the following key features:
Allowed Views: This option determines the types of views available for previewing files in the configuration:
a. Slider View: Preview files in a carousel view.
b. List View: View two different list view options:
o Table view: Display file or record data in a tabular format on bigger screens.
o Card view: Show minimal data of the files or records in a compact card view and mobile view.
c. Tile View: Display files in tile format, with the option to select tile sizes (Small, Medium, Large).
o Tile Size: If "Tile View" is selected in the "Views Allowed" field, choose from available tile sizes (Small, Medium, Large). The default tile size is "Medium."Default View: Set the initial view for file rendering on page load. The default view is "Tile View," and options are based on the chosen views allowed.
Auto Play: Enable this feature to automatically navigate through files if Slider view is enabled. Set the duration for file transition between each file. Users can manually control playback with play and pause icons.
Duration: Specify the duration (in milliseconds) for navigation between files if slider view is enabled. The default duration is 5000 milliseconds (about 5 seconds).
Background Color: Choose a background color from the color picker. This option is only applicable to the "Slider View." The user can also provide the hexadecimal value/ color names as input in the value box. The default color is “Black”.
NOTE: Slider zoom functionality for Mobile is available. However, precise zooming for a specific area is not supported; only general zoom in/out applies.
Group Files
The Group Files setting allows administrators to organize files dynamically based on selected fields, making it easier for end users to locate and navigate files within Media Manager. This action is available only if the source is "Files" or "Attachment", and not “Both”.
You will find the following options here
Enable Group By – A checkbox that allows grouping of files based on specified fields.
Default Group By – Sets a predefined grouping field for files (e.g., Object, Related Record, Title, File Type). If left blank, no default grouping is applied.
Users can group files based on fields under Files or Attachments.
This action applies to Media Manager fields and any Custom fields created in the file object are also supported.
List View: In List View, the Group By feature organizes files into expandable and collapsible groups based on the selected field.
Tile View: In Tile View, the Group By feature arranges files into visually distinct groups, making it easier to navigate through categorized files.
Behavior & Limitations
Group By is only available if File Source is either Files or Attachments. It is not supported when "Both" is selected.
Group Files will not show Related Record and Related Object is not available if "Enable Folder View" is checked under File Tree Settings.
If "Group By" was used in List Actions before, it is automatically migrated to this new Settings section.
Group Files – End User Previews
The way files/Attachments are displayed for end users depends on the selected Group By setting in the configuration. Below are the different ways Group Files can be structured:
When the Group Files settings are set to “None”. Files will appear as a continuous list as there’s no grouping.
When the Group Files settings are set to “File Type”. Files are automatically grouped by their type (e.g., PDFs, Images, Videos). Each file type appears under its own collapsible section, making it easier for users to locate specific formats.
When the Group Files settings is set to “Related Object”. Files are grouped based on the Salesforce object defined in the File Hierarchy, such as Accounts, Contacts, or Cases.
When the Group Files settings are set to “Related Record”. Files are categorized under their specific related record, ensuring that users can quickly find all files tied to a particular record.
File Tree Settings
The File Tree Settings feature enhances file organization and accessibility within Salesforce by providing a hierarchical folder structure. This feature allows users to navigate through different levels of related objects seamlessly, making file management more intuitive and efficient.
Enable Folder view
Activating this checkbox supports a hierarchical view, enabling users to see and navigate through the folder structure.
Users can traverse through different levels of folders and objects, improving file management capabilities.
For example, if Account is the primary object, users can see Deals, Contacts, and Cases under it, with further navigation into these records to locate specific files easily.
The hierarchical view resembles traditional file systems, providing an organized and intuitive structure.
Users can switch between objects within the hierarchical structure, ensuring all related files are easily accessible.
Allow Creating Custom folder
Checkbox to enable End users to perform create, move, download, and rename actions on custom folders associated with specific object records.
Visual UI: The hierarchical view can be visualized in both List and Tile views, providing flexibility in how files are displayed and navigated.
List View: This view supports hierarchical navigation by allowing users to expand and collapse folders to see nested files and subfolders.
Tile View: Hierarchical navigation is supported by showing nested folders and allowing users to drill down into subfolders by clicking on the tiles.
Slider View: The hierarchical folder structure is accessible only through the dropdown option. In Slider View, files are displayed in a flat structure without folder navigation, unlike the other two views.
Additional Features
Folder Selection: Users can select specific folders to view files within a particular hierarchy.
Sorting and Filtering: Enhanced sorting and filtering options allow users to organize files based on attributes such as File Type, Created Date, Last Modified Date, and more. These features support both Object and File fields.
Group By: Users can group files by various criteria within the hierarchical view, enhancing the organization.
Other Settings
In this settings section, you have control over the following key features:
File Limit: Specify the maximum number of files to be displayed. The minimum limit is 1, and the maximum limit is 2000.
File Limit Message: Optionally, display a message to provide more details upon reaching the file limit. This is applicable only for List and Tile views.
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.
Avoid Duplicates: Enable this option to display only the most recent file with the same name and extension, if duplicates exist.
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