Sometimes we find ourselves in a situation where the standard file upload process just doesn't meet the required grade.
This is when we have to dust off the old developer console and write some code :-)
Step 1: Login to your Salesforce and open developer console (I always recommend your Sandbox first).
tep 2: Navigate to File | New | Apex Class and Create an Apex controller called UploadManager. Replace following code in apex controller.
UploadManager.apxc
public class UploadManager{
@AuraEnabled
public static List getFiles(string recordId){
List DocumentList = new List();
Set documentIds = new Set(); //store file ids
List cdl=[select id,LinkedEntityId,ContentDocumentId from ContentDocumentLink where LinkedEntityId=:recordId];
for(ContentDocumentLink cdLink:cdl){
documentIds.add(cdLink.ContentDocumentId); // Document ids
}
DocumentList = [select Id,Title,FileType,ContentSize,Description from ContentDocument where id IN: documentIds];
return DocumentList;
}
@AuraEnabled
public static List UpdateFiles(string documentId,string title,string recordId){
system.debug('title: ' +title);
ContentDocument cd = [select id,title from ContentDocument where Id=:documentId]; // Getting files from Parent record
cd.Title = title; // Changing file Title with user entered title
try{
update cd; // Update ContentDocument (File)
}
catch(DMLException e){
system.debug('Exception has occurred! ' +e.getMessage());
}
List DocumentList = new List();
Set documentIds = new Set();
List cdl=[select id,LinkedEntityId,ContentDocumentId from ContentDocumentLink where LinkedEntityId=:recordId];
for(ContentDocumentLink cdLink:cdl){
documentIds.add(cdLink.ContentDocumentId);
}
DocumentList = [select Id,Title,FileType,ContentSize,Description from ContentDocument where id IN: documentIds];
return DocumentList; // Return list of files on parent record
}
}
Step 3: Navigate to File | New | Lightning Component and create a Lightning Component called FileUpload. Replace the following markup in the Lightning Component.
LightningFileUpload.cmp
LightningFileUploadController.js
({
doInit:function(component,event,helper){
var action = component.get("c.getFiles");
action.setParams({
"recordId":component.get("v.recordId")
});
action.setCallback(this,function(response){
var state = response.getState();
if(state=='SUCCESS'){
var result = response.getReturnValue();
console.log('result: ' +result);
component.set("v.files",result);
}
});
$A.enqueueAction(action);
} ,
//Open File onclick event
OpenFile :function(component,event,helper){
var rec_id = event.currentTarget.id;
$A.get('e.lightning:openFiles').fire({ //Lightning Openfiles event
recordIds: [rec_id] //file id
});
},
UploadFinished : function(component, event, helper) {
var uploadedFiles = event.getParam("files");
var documentId = uploadedFiles[0].documentId;
var fileName = uploadedFiles[0].name;
helper.UpdateDocument(component,event,documentId);
var toastEvent = $A.get("e.force:showToast");
toastEvent.setParams({
"title": "Success!",
"message": "File "+fileName+" Uploaded successfully."
});
toastEvent.fire();
/* Open File after upload
$A.get('e.lightning:openFiles').fire({
recordIds: [documentId]
});*/
},
})
LightningFileUploadHelper.js
({
UpdateDocument : function(component,event,Id) {
var action = component.get("c.UpdateFiles");
var fName = component.find("fileName").get("v.value");
//alert('File Name'+fName);
action.setParams({"documentId":Id,
"title": fName,
"recordId": component.get("v.recordId")
});
action.setCallback(this,function(response){
var state = response.getState();
if(state=='SUCCESS'){
var result = response.getReturnValue();
console.log('Result Returned: ' +result);
component.find("fileName").set("v.value", " ");
component.set("v.files",result);
}
});
$A.enqueueAction(action);
},
})
Step 4: To Create a quick action Navigate to Setup | Object Manager | Account |Buttons, Links and Actions | New Action. Fill all required fields and hit the Save button.
Step 5: To add quick action in account page layout Navigate to Setup | Object Manager | Account | Page Layouts. Edit Account Layout and move to Mobile & Lightning Actions.
Step 6: Drag File Upload quick action in Salesforce Mobile & Lightning Experience Actions section and save the Account page layout.
Step 7: Open an account record and click on the File upload quick action button.
Output:
And just like that you are all done :-)
Happy Trails!
Extensions icon.