Files

Users can upload, view, and manage files in any record with the Files related list. The Files related list utilizes Salesforce's standard Files functionality but has been extended to improve users' experience. Primarily, files uploaded to records related to a Care Plan (Case) record are automatically related to the parent care plan via the PJN_FileRollupHdlrByFileCreation Apex class. This allows users to access the files in both the original record and the Care Plan (Case) record. The objects of such records are defined in the File Rollup Setting (mvn__PJN_File_Rollup_Setting__mdt) custom metadata type.