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Introduction

Smarter Files is a Lightning Web Component shipped as a managed 2GP package. It is dropped onto any record page through Lightning App Builder and replaces the native Files related list with a richer experience.

  • List and Tile views with a per-page admin choice
  • Bulk download of all files attached to a record into a single ZIP archive
  • Per-file action menu — Download, Public Link, View Details, Edit Details, Delete, Remove from Record, plus visibility actions in Isolated mode
  • Server-side upload restrictions — allowed extensions and max file size per page
  • Document visibility controls — categories tied to roles, plus per-file privacy flags
  • Configuration Wizard — admin UI for defining categories and role mappings; deploys via the Metadata API

Each component instance runs in one of two modes (configured in App Builder):

  • Standard — files are linked to the record through the native ContentDocumentLink. The component behaves as a drop-in replacement for the standard Files related list.
  • Isolated — files are linked only through a custom junction object Tucario_File_Visibility__c. They are invisible to the standard Files related list, Chatter, and any other native UI that reads ContentDocumentLink. Visibility controls (categories, private flag) are available only in this mode.
Standard vs Isolated storage modes shown side by side
LayerComponents
LWCtucarioFilesWithDownloadAll (main), tucarioConfigWizard, tucarioCategoryPicker, tucarioFileEditModal, tucarioLabels
Apex controllersTucarioFileDownloadController, TucarioVisibilityController
Apex batchTucarioMigrateFilesBatch (Standard → Isolated migration)
Apex callbackTucarioDeployCallback (Metadata API deployment status)
Custom objectTucario_File_Visibility__c (junction in Isolated mode)
Custom Metadata TypeTucario_Visibility_Rule__mdt (category → permitted roles)
Custom permissionsTucario_Manage_Categories, Tucario_View_Private_Documents
Permission setsTucario_Files, Tucario_Manage_Categories, Tucario_View_Private_Docs
AppSmarter Files by Tucario (with Configuration Wizard FlexiPage as Home tab override)
Static resourceTucarioJSZip (3.10.1, used for client-side ZIP)

Files larger than 18 MB are streamed through a server-generated ZIP path; smaller files are bundled in the browser via JSZip. There is no hard size cap on individual files.

Install Smarter Files from the AppExchange listing — it ships as a 2GP managed package. See Installation for the full flow.