If a client is upgrading from an older version of Docrio (any version of V1) the following post install steps are REQUIRED.
If a client is first installing Docrio, the Picklist updates need to be checked.
Page Layout Additions:
-
Go to Salesforce Setup > Object Manager
-
Search for the label ‘File Action Permission’
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Click ‘File Action Permission’
-
Go to Page Layouts > File Action Permission Layout
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Search for ‘Create External Link’ and ‘Manage External Links’ and add them to the page layout
-
Click Save
- Repeat for all of the page layouts referenced.
Label |
Layout |
Field Name |
File Action Permission |
File Action Permission Layout |
|
File View Field Preferences |
File View Field Preferences Layout |
|
Merge Input |
Input Layout |
|
Merge Packet |
Packet Layout |
|
Merge Rule |
Rule Layout |
|
Merge Template |
Template Layout |
|
Picklist Updates:
Update to Merge Input
-
Go to Salesforce Setup > Object Manager
-
Search for the label ‘Merge Input' and click it
-
Click ‘Fields and Relationship'
-
Find ‘Input Type' (Input__c.Input_Type__c)
-
Activate the 2 values referenced, found in the Inactive Values section
-
If the Values are not present in the inactive section, please create them as New values.
Field |
Value / API Name |
Notes |
Input__c.Input_Type__c |
|
Activate if listed in the Deactivate section. Add new if not listed. |
Picklist Updates:
-
Go to Salesforce Setup > Object Manager
-
Search for the label ‘File History' and click it
-
Click ‘Fields and Relationship'
-
Find ‘Action' (litify_docs__Action__c)
-
Activate the value referenced, found in the Inactive Values section.
-
If the value is not present in the inactive section, please create them as New values.
Field |
Value / API Name |
Notes |
litify_docs__Action__c |
|
Activate if listed in the Deactivate section. Add new if not listed. |
Picklist Value Set Updates:
-
Go to Salesforce Setup > Picklist Value Sets
-
Click Merge Input Data Types
-
Add “image”
-
Go back and edit the entered value to “Image”
Field |
Value / API Name |
Notes |
Merge Input Data Types |
Image / image |
This needs to be added; the API name starts with a lowercase i |
Sync Organization Details:
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Go to Docrio Admin Settings > Sync Organization Data
-
Click Sync