Hello there!
Hope you are safe and doing well.
In this article we are going to see how we can upload/share a file (ContentDocument) across multiple records/users/groups using Apex.
Here is the scenario: Whenever someone upload a file on the event object the same file should automatically uploaded or rather shared with it’s parent records (Account/Opportunity, etc…)
First let’s see how actually Salesforce stores the files:
Content Document : This object represents the actual documents that has been uploaded to the library in Salesforce content/files. It gets automatically created when we create a ContentVersion (Child of ContentDocument) record.
Content Version: It represents a version of a specific file or Salesforce CRM content. The maximum number of version we can publish in 24 hrs is 200,000.
Content Document Link : This object represents link between Salesforce files and where it is shared. A Salesforce file can be shares across users,groups,records and content libraries.
We can create multiple records of ContentDocumentLink to share a file across multiple records (Opportunities,Accounts,Users,etc…)
As we discussed the scenario above I am going to demonstrate how event files can be share automatically with Account(Parent) object.
When we insert the file order of trigger execution of content documents objects will be like this:
First ContentVersion object trigger will fire, next ContentDocument object trigger will fire and last ContentDocumentLink object trigger will fire.
LinkedEntityId (parent record I’d) establish links between file and Record ( Account, Opportunity, Users, Group, etc…)
ContentDocumentLink_Trigger
| trigger ContentDocumentLink_Trigger on ContentDocumentLink (after insert) { | |
| if(Trigger.isAfter && Trigger.isInsert){ | |
| Set<ID> contentDocIds = new Set<ID>(); | |
| for(ContentDocumentLink cdl: Trigger.new){ | |
| contentDocIds.add(cdl.ContentDocumentId); | |
| } | |
| Set<Id> eventIds = new Set<Id>(); | |
| Map<String,String> eventMap = new Map<String,String>(); | |
| for(ContentDocumentLink cdlObj: Trigger.new) | |
| { | |
| if(String.valueOf(cdlObj.LinkedEntityId).startsWith('00U')){ //Check if file is uploaded on event object | |
| eventIds.add(cdlObj.LinkedEntityId); | |
| } | |
| } | |
| for(Event e:[select id,whatId from Event where Id IN:eventIds]){ | |
| eventMap.put(e.Id, e.whatId); | |
| } | |
| Map<String,String> parentRecMap = new Map<String,String>(); | |
| for(ContentDocumentLink cdl: Trigger.new){ | |
| if(String.valueOf(cdl.LinkedEntityId).startsWith('00U')){ //Check if file is uploaded on event object | |
| if(String.valueOf(eventMap.get(cdl.LinkedEntityId)).startsWith('001')) //Check if event parent is Account | |
| parentRecMap.put(cdl.ContentDocumentId, eventMap.get(cdl.LinkedEntityId)); //Map<ContentDocumentId,AccountId> | |
| } | |
| } | |
| List<ContentDocumentLink> cdl_List = new List<ContentDocumentLink>(); | |
| if(ContentDocumentLink_TriggerHelper.Flag == true){ | |
| ContentDocumentLink_TriggerHelper.Flag = false; | |
| for(String str: parentRecMap.keySet()){ | |
| ContentDocumentLink cdl = new ContentDocumentLink(); // Content Document Link to share the file with Account(Parent) record | |
| cdl.LinkedEntityId = parentRecMap.get(str); // Account ID | |
| cdl.ContentDocumentId = str; //Content Dcoument ID | |
| cdl.ShareType = 'V'; | |
| cdl.Visibility = 'InternalUsers'; | |
| cdl_List.add(cdl); | |
| } | |
| } | |
| system.debug('Size : '+ cdl_List); | |
| if(cdl_List.size()>0) | |
| ContentDocumentLink_TriggerHelper.shareFile(cdl_List);// Insert Content Document Link to share the file with Account | |
| } | |
| } |
ContentDocumentLink_TriggerHelper
| public class ContentDocumentLink_TriggerHelper { | |
| public static Boolean flag = true; | |
| public static void shareFile(List<ContentDocumentLink> cdlLink){ | |
| try{ | |
| insert cdlLink; | |
| } | |
| catch(Exception e){ | |
| system.debug('Exception has occured ! ' +e.getMessage()); | |
| } | |
| } | |
| } |
Output: Upload any file on Event object associated with any Account. After upload you can see the same file attached in the Account’s files related list.
References:
https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_contentversion.htm
Thanks
Arun Kumar
Good Explanation
LikeLike