Working with CT Vision Lite in Salesforce

A manager or supervisor reviews the taken photos by the mobile user in Salesforce. Go to the CT Vision app and open the Photo Gallery tab.

Uploading Photos

You can upload photos to Salesforce for desired object record. To be able to do that, add the Vision Photo Uploader component to the object’s Lightning page layout:

ctv vision photo uploader

By the same way, you can add Photo Carousel component to view photos taken for this object record.

Configuring Photo Gallery

To use the Photo Gallery page, configure Interface Fields and Filter Fields of the Vision Object:

  • In the Interface fields, specify API names of the fields from the Vision object that should be displayed under the photos in the Photo Gallery (maximum 3 fields).

    The Name field is always displayed, even if not specified.

  • In the Filter Fields, specify API names of the fields (in one string, comma separated) from the Vision object that should be displayed as filters in the separate section of the Photo Gallery. The following field types cannot be used for filtering:

    • Text area

    • Time

    • Geolocation

Photo Gallery Overview

The taken photos received from the CT Vision server will be displayed on the main screen, and the filters to apply on the right side of the page.

  • One page displays 50 photos. Use page navigation buttons in case of several pages and view the number of the received photos.

    Maximum 50,000 photos can be loaded at a time.

ctv photo gallery

  • Under the photo, the information specified on the Interface Fields of the Vision Object is displayed, as well as Created Date value from the Vision Photo object.

  • Click the checkbox above the desired photos (or click Select on page checkbox to select all images on the current page) and then click the Export to archive button to build an archive with the desired photos.

    • The archive will be saved on the user’s device.

    • Photos are saved in the .png format.

    • Maximum 500 photos can be added to archive.

Once the archive is created, click 25 to download it. You can create multiple archives and download them later.

  • Click the checkbox above the desired photos and then click the Delete button to delete the photo. You can also delete a photo by clicking the 25 icon in the photo gallery.

  • Click the desired photo to view it. In the opened viewer, click 25 and 25 buttons to list other photos of the gallery.

  • Click the tag selection icon button and select the desired photo tag.

    tags list

Photo Gallery Filters

Use filters on the left side of the Photo Gallery page to search the taken photos based on criteria.

To apply a filter, specify the required criteria and click the Apply button. To reset the filter and erase all criteria, click the Clear All button.

If the search has too many results, the warning message will be displayed. In this case, try to specify more filter criteria to narrow the search.

Base Filters

Use base filters in the Photo section:

  • To search photos by a Vision object, select it in the Vision Object field.

API names of Vision objects must be specified in the Vision Object record.

  • Specify the photo creation date range in Date from and Date to.

  • Use the Tags filter to select the desired photo tag(s) and display only appropriate photos.

  • If needed, specify User and User Manager.

Custom Filters

If the Filter Fields are specified in the Vision object, you can use them to search the taken photos. Click the corresponding filter group to expand additional filter criteria.

Click Apply to save filters.

ctv lite photo filters

Working with Taken Photos

Photos that met the filter criteria are displayed with the description. To customize the description, refer to Vision Photo object.

The following buttons are available under a photo:

Buttons Description

checkbox unselected

Select a photo to delete it, to include it in a ZIP archive or send it to the Chatter users.

checkbox selected

tag selection icon

Add a photo tag by clicking in the upper right corner of the taken photo.

You can add only photo tags that are created for the same object and/or its record type. For example, if the photo was created for the Account object, you can add only photo tags that are also created for the Account object. Or, if the photo was created for the Customer record type of the Account object, you can add only photo tags that are also created for the Customer record type.

ctv lite fbl taken photos
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