File Explorer

GridMate provides a lightning component GM - File Explorer to display the list of files related to a specific record.

In this tutorial, we will configure GM - File Explorer .

  1. Select an account record and edit the page in the Lightning App Builder.

  2. From the components list, search for GM - File Explorer.

  3. The grid component is now ready for configuration in the Lightning App Builder.

  4. The property values can be configured to tailor the component to the needs of the end-user.

  5. To perform a quick configuration, populate the properties below :

    • Default View : table

    • Enable Delete : Checked

    • Enable Copy/Paste : Checked

    • Show Border : Checked

Below is a step by step tutorial to configure the GM - File Explorer.

GM - File Explorer

Search By Topic

This feature enhances the search process by delivering precise and targeted results that align with users' specific interests and information needs.

Search By Topic

Disable Upload

This configuration option blocks direct file uploads to Salesforce Files, supporting centralized storage management and policy enforcement.

To Disable Upload properties.

  1. Edit the Lightning page in the App Builder.

  2. Scroll down until you locate the Disable Salesforce Upload setting, then check it.

Below is a step by step tutorial to Disable Upload feature πŸ‘‡.

Disable Download

This feature strengthens data protection by restricting file downloads, ensuring that files remain within approved storage environments.

To Disable Download properties.

  1. Edit the Lightning page in the App Builder.

  2. Scroll down until you locate the Disable Download section, then check it.

Below is a step by step tutorial to Disable Download feature πŸ‘‡.

Enhanced Preview

This feature improves the file preview experience by delivering higher rendering quality and intuitive navigation controls, including zoom in, zoom out, and rotation for better document inspection.

To Enable Enhanced Preview.

  1. Edit the Lightning page in the App Builder.

  2. Scroll down until you locate the Enable Enhanced Preview setting, then check it.

Below is a step-by-step tutorial on how to use the Enhanced Preview feature πŸ‘‡

Inline Preview

This feature allows users to preview file contents directly within the File Explorer interface, eliminating the need to open a separate modal and enabling a more efficient in-context viewing experience.

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When selecting Top or Bottom alignment, configure the Inline Preview Height(px) to adjust the vertical space of the preview panel.

When selecting Left or Right alignment, the layout switches to horizontal mode, allowing you to define the Inline Preview Width(px) instead.

Below is a step-by-step tutorial on how to use the Inline Preview feature πŸ‘‡

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