Download

Download Interaction

The Download Interaction adds a download capability directly within an Avonni Data Table component. This allows users to easily download files associated with individual records displayed in the table, without leaving the current page or navigating to separate file libraries.

1. Overview

The Download Interaction provides a streamlined way to make files related to your Salesforce records accessible within a Data Table. This improves user experience and efficiency by eliminating the need to navigate away from the table to find and download files.

2. How it Works

The Download Interaction is configured within an Avonni Data Table component. Here's the process:

Data Table Setup

• Your Data Table should be configured to display records from a Salesforce object with associated files (e.g., Cases with attached documents, Accounts with contract files, etc.).

• You'll need a way to identify the file associated with each record. This is usually done through one of these methods:

  • A field containing the Content Document ID of the associated file.

  • A field containing a URL pointing directly to the file.

  • A relationship to the ContentDocument object (this is less common for direct download links, but possible).

Add the Download Interaction

• Select the Avonni Data Table component in your page editor.

• Add a column "Actions" or "Button" in the component's properties panel.

• Add a new interaction and choose the "Download" type.

Configure the Download Interaction

• URL Field: (Optional) Select the field from your Data Table's data source that contains the file's URL. If you provide a URL, it takes precedence over the Content Document ID.

• Content Document ID Field: (Optional) Select the field from your Data Table's data source that contains the Content Document ID of the file.

• Auto Generate Public Link: (Optional, but very important)

  • If checked (enabled): The component will attempt to generate a publicly accessible link for the file. This allows users without Salesforce login access to download the file.

    • If a public link already exists for the Content Document, it will be used.

    • If no public link exists, one will be automatically created. Important: This makes the file publicly accessible via the generated link.

  • If unchecked (disabled): The component will generate a download link that requires Salesforce authentication. Only users logged into your Salesforce org with sufficient permissions can download the file.

Important Note

The URL Field takes precedence. The component will use the URL if both a URL Field and a Content Document ID Field are provided. If you use Auto Generate Public Link, be very careful about data security.

User Interaction

• When the Data Table is displayed, a download icon (typically a down-arrow or similar) will appear in the configured column, or next to each row.

• Clicking this icon will initiate the download of the file associated with that specific record.

3. Example Use Case: Case Attachments

Let's say you have a Data Table displaying a list of Cases. Each Case might have an attached file (e.g., a screenshot, a log file, a PDF report).

1. Data Source: Your Data Table's query retrieves Case records. It should also include:

   • The ContentDocumentId of the attached file (this is the standard way to link files to records in Salesforce). OR

   • A custom field on the Case object contains a URL pointing to the file.

2. Download Interaction: You add a Download Interaction to the Data Table.

   • You would select either the ContentDocumentId field or the custom URL field.

   • You would decide whether to enable "Auto Generate Public Link" based on whether the files should be accessible to users outside of Salesforce.

3. Result: The Data Table will display a download icon for each Case. Clicking the icon for a specific Case will download the file associated with that Case, either through a Salesforce-authenticated link or a public link, depending on your configuration.

4. Key Benefits

• Streamlined Workflow: Users download files directly from the Data Table, without navigating elsewhere.

• Improved User Experience: Provides a convenient and intuitive way to access related files.

• Contextual Access: Files are directly linked to the relevant records in the table.

5. Important Considerations

• Permissions: To download the files, users must have the necessary Salesforce permissions (e.g., "View Content" on the ContentDocument object, or appropriate sharing settings).

• Field Availability: Ensure that the field containing the Content Document ID or URL is included in your Data Table's data source.

• URL Validity (if using URLs): If you're using a URL field, make sure the URLs are valid and accessible.

• Public Link Security (if using Auto Generate Public Link): Be extremely cautious when enabling "Auto Generate Public Link." This makes files publicly accessible, so only use it when appropriate and with a complete understanding of the security implications. Consider using a short expiration time for public links.

In Summary

The Download Interaction provides a powerful way to add direct file download capabilities to your Avonni Data Tables. Carefully consider whether to use Content Document IDs or URLs, and be mindful of the security implications of the "Auto Generate Public Link" option.