Document transformation
Documents uploaded to Komodo Care Connect, including inbound email and fax documents, can be rotated and split into separate files. This can be helpful for enrolling patients, for instance, if a single inbound fax contains documents for multiple patients.
Users can prompt the capability with Komodo Care Connect's custom transformDocument Lightning Web Component (LWC) and subsequently transform documents with Salesforce's Intelligent Document Automation feature. For information on how to navigate and use Salesforce's document transformation interface, reference their guide on how to Use Data from a Document.
To set up the document transformation capability in your Komodo Care Connect environment:
1. Assign users permission sets
To enable users to edit, rotate, and split documents, assign users the following permission sets:
Label | API name | Description |
|---|---|---|
Document Checklist | DocumentChecklist | This is a standard Salesforce permission set that allows users to select specific pages in an uploaded document to create a separate file. The new file is then added to either a new or existing Document Checklist Item ( |
Komodo - Feature - Document Editing Permissions | Document_Editing_Permissions | This is a Komodo Care Connect permission set that allows users to access the classes in the mvn-document-editing package and subsequently transform documents. |
2. Add LWC to Case record page
To add the transformDocument LWC to a Case record page:
Clone the out-of-the-box Case Record Page (
PJN_Case_Record_Page) or create a new Case record page.Open the Case record page in the Lightning App Builder.
From the list of custom components, drag and drop the transformDocument LWC onto the page.
Click Save.
In the modal that appears, click Activate. If a modal does not appear, click Activation in the top right corner of the Lightning App Builder.
In the App, Record Type, and Profile tab, click Assign to Apps, Record Types, and Profiles.
In the Select App screen, select the Komodo Care Connect app and click Next.
In the Select Form Factor screen, click Next.
In the Selected Record Types screen, select Request and click Next.
In the Selected Profiles screen, select the profile(s) that should have access to the LWC and click Next.
In the Review Assignments screen, click Save.