S-Drive Setup for Custom Objects

You can follow below instructions to setup S-Drive for custom objects.

In this tutorial, you’ll:

1. create a custom object (if you already have custom object created or planning to use S-Drive for a standard object you don’t need to create this).
2. create a custom object file (another custom object to store S-Drive file information)
3. create a visualforce page.

• Go to https://login.salesforce.com and login to your Salesforce account.
• Go to Setup -> Create -> Objects and click New Custom Object button.
• Provide Label as “DemoObject”, Plural Label as “DemoObjects”, Object Name as “DemoObject” and click Save button.
• Again go to Setup -> Create -> Objects and click New Custom Object button.
• Provide Label as “DemoObjectFile”, Plural Label as “DemoObjectFiles”, Object Name as “DemoObjectFile”, Record Name as “DemoObjectFile Number”, Data Type as “Auto Number”, Display Format as “A-{0000}”, Starting Number as “1”  and click Save button.
• Once object is created, go to Custom Fields & Relationships section. Create following fields one by one by clicking New button and following on-screen instructions.
  • Content Type
    • Field Type: Text
    • Field Label: Content Type
    • Length: 255
    • Field Name: Content_Type
  • Description
    • Field Type: Text Area (Long)
    • Field Label: Description
    • Length: 32,768
    • Visible Lines: 3
    • Field Name: Description
  • File Name
    • Field Type: Text
    • Field Label: File Name
    • Length: 255
    • Field Name: File_Name
  • File Size in Bytes
    • Field Type: Number
    • Field Label: File Size in Bytes
    • Length: 18
    • Field Name: File_Size_in_Bytes
  • Parent
    • Field Type: Master-Detail Relationship
    • Field Label: Parent
    • Related To: DemoObject
    • Field Name: Parent
  • Parent Folder Id
    • Field Type: Text
    • Field Label: Parent Folder Id
    • Length: 255
    • Field Name: Parent_Folder_Id
  • File Size
    • Field Type: Formula
    • Field Label: File Size
    • Formula Return Type: Text
    • Field Name: File_Size
    • Formula: IF(File_Size_in_Bytes__c > 1024,
      IF(File_Size_in_Bytes__c > 1048576,
      IF(File_Size_in_Bytes__c > 1073741824,
      TEXT(ROUND((File_Size_in_Bytes__c /1073741824),2)) & ” GB”,
      TEXT(ROUND((File_Size_in_Bytes__c /1048576),2)) & ” MB”),
      TEXT(ROUND((File_Size_in_Bytes__c /1024),2)) & ” KB”),
      TEXT(File_Size_in_Bytes__c) & ” bytes”)
  • WIP
    • Field Type: Checkbox
    • Field Label: WIP
    • Default Value: Checked
    • Field Name: WIP
  • Private (Optional)
    • Field Type: Text
    • Field Label: Private
    • Default Value: Unchecked
    • Field Name: Private
• For the next step, we need to create a visualforce page. Go to Setup -> Develop -> Pages and click New button.
• Type Label and Name as “DemoObjectPage” and paste below content into the Visualforce Markup section:

  <apex:page standardController="DemoObject__c"
  tabStyle="DemoObject__c">
  <apex:detail inlineEdit="true"
  relatedList="true"
  showChatter="true"/>
  <cg:AttachmentComponent title="DemoObject Files" inline="true" 
  customObjectName="DemoObject__c" customObjectFileName="DemoObjectFile__c" 
  objectId="{!DemoObject__c.Id}" /> </apex:page>
  
  

• You can modify the page content and AttachmentComponent properties based on your needs (refer to the Component Reference in page edit page) and Save the page.
• Again, go to Setup -> Develop -> Pages and click Security link next to the DemoFilePage and select profiles that you want this page to be visible.
• Go to Setup -> Create -> Tabs. Click New under Custom Object Tabs. Select “DemoObject” for the object and a tab style and Save the tab.
• Go to Setup -> Create -> Objects. Click DemoObject link.
• Scroll to the Page Layouts section and click Edit next to the “DemoObject Layout” item. Remove DemoObjectFiles related list and Save the layout.
• Scroll to the Buttons, Links, and Actions section and click Edit next to the View label.
• Select Override With Visualforce Page and then select DemoObjectPage [DemoObjectPage] from the dropdown. Click Save button.
• Go to DemoObjects tab and select/create a demo object. Scroll to the bottom of the demo object detail page. You’ll see DemoObject Files section.
• Now you can create folders, upload files etc. to your demo objects using S-Drive.