Ctrlk
YouTube ChannelBook A Demo🪄 Build with AISubscribe for Updates
For the complete documentation index, see llms.txt. This page is also available as Markdown.

Download

The Download interaction triggers a file download for the user.

Overview

The Download Interaction feature enhances the functionality of the Avonni Data Components by allowing users to download a file associated with each record displayed directly. This creates a seamless user experience within your Salesforce flows, eliminating the need for users to navigate to separate file libraries or record pages.

Configuration

  1. Configure Your Data Table: Set up your Avonni Data Table in your Salesforce flow to display the relevant records and their associated content documents (files). Make sure you have a column in your table that stores the ContentDocument ID or URL of the file you want to make available for download for each record.

  2. Add the Download Interaction: In the Data Table's configuration, select the "Download" interaction for the column containing the file links or ContentDocument IDs.

  3. Specify Settings:

    • URL: Dynamically reference the URL field containing the download link for each content document.

    • Content Document ID: If applicable, specify the ID of the ContentDocument object you want to make downloadable. Note that the URL takes precedence over the content document ID.

    • Public Link: When downloading a Content Document, generate or reuse a public link before the download so the file can be accessed externally.

  4. User Experience: When interacting with the designated column in your data table, users will see a download icon or link. Clicking on it will initiate the download of the associated file for that specific record.

Example

You have a Case object in Salesforce with an associated file, such as an incident report. Using the Avonni Data Table and the Download interaction, you can create a list of cases in your flow and display a "Download" button next to each case record. When a user clicks the button, the corresponding incident report for that case will download directly to their device.

Important Considerations

  • Streamlined Workflow: Users can access files directly from your flow without additional navigation steps.

  • Improved User Experience: Offer a convenient and intuitive way for users to access files directly from your Salesforce flow.

  • Enhanced Data Accessibility: Make relevant documents readily available to users within the context of your business process.

  • File Access: Ensure that users have the necessary permissions to view and download the files you are making available.

  • URL Format: If you're using the URL option, make sure the URL is valid and accessible to the user.

Last updated

Was this helpful?