Documents
When AWS is enabled, the way files are handled within Seven20 changes. Instead of a file being directly hosted in Salesforce, it is uploaded into an S3 bucket and a reference to the file is stored in Salesforce as a Seven20 Document (seven20__Document__c).
CV files that are uploaded into Seven20 via any of the parsers are automatically deleted from Salesforce by default after being uploaded to AWS. Please contact the Product team if the files need to be maintained in Salesforce as well.
Viewing related documents
Documents related to a record can be viewed by adding the Documents Related List component to the Lightning Page. This component has a design time attribute of Document Relationship, this should be left as default.
This related list will show all documents related to the record through the selected relationship. Any documents will be displayed with an icon outlining their file type, and several key fields such as the file name, size, and created date. Each file can be downloaded by clicking on the file name. Exact download behaviour depends upon browser settings, e.g. a PDF may be downloaded or opened in a new tab.
Fields displayed in the documents related list are not configurable.
Seven20 Document
This record contains the metadata of the file, such as the name, size, and content type, as well as a unique Id of the file in S3.
| Field Label | Field Api Name | Description |
|---|---|---|
| File Name | seven20__File_Name__c | The name of the file |
| External Id | seven20__External_Id__c | The Id of the file in S3 |
| File Size | seven20__File_Size__c | The size of the file in bytes |
| File Extension | seven20__File_Extension__c | The file extension, e.g. pdf, wordx |
| File Path | seven20__File_Path__c | The file path in S3, likely just the External Id |
| Type | seven20__Type__c | The type of file, such as CV, CV (PDF Converted) and Email Attachment |
| Related Document | seven20__Related_Document__c | A lookup to a related document, for example the source CV for a CV (PDF Converted) |
Seven20 Document Relationship
Similar to a ContentDocumentLink, a Seven20 Document Relationship (seven20__Document_Relationship__c) is used to link a Seven20 Document to a related record in Salesforce. This is done via a lookup to the Seven20 Document and a lookup field to the related record.
| Field Label | Field Api Name | Description |
|---|---|---|
| Document | seven20__Document__c | A lookup to the Seven20 Document |
| Account | seven20__Account__c | A lookup to the related Account |
| Contact | seven20__Contact__c | A lookup to the related Contact |
| Application | seven20__Application__c | A lookup to the related Application |
| Job | seven20__Job__c | A lookup to the related Job |
| Interview | seven20__Interview__c | A lookup to the related Interview |
| Speculative CV | seven20__Speculative_CV__c | A lookup to the related Speculative CV |
| Compliance | seven20__Compliance__c | A lookup to the related Compliance |
Custom lookups are not supported.