Loopio for Salesforce Configuration

Allow Assignee to Complete

To ensure the Allow Assignee to Complete option is checked by default on the Project Settings.

For more information on functional use, see Project Settings.

Allow Reviewer to Complete

To ensure the Allow Reviewer to Complete option is checked by default on the Project Settings.

For more information on functional use, see Project Settings.

Allow Reviewer to Edit

To ensure the Allow Reviewer to Edit option is checked by default on the Project Settings.

For more information on functional use, see Project Settings.

Answered Status

To mark the Answered ? option for the Project Question checked by default based on the values set here.

Example

You have added values Completed and Draft to the Answered Status setting, so when the project question status is changed to Draft or Completed, the Answered? checkbox for the project question record will be checked by default.

Auto Submit For Review Cycle

Enable this setting to true to directly submit the eligible Response record for the review cycle.

Available Project Question Review Types

To add any additional review types for the Project Question Review Type option on the Project Settings.

Category Strict Filter

This is no longer used. (Deprecated)

Community User Custom Permission Name

To identify if a user is consider as a LFS community user. If you have users with same profile/license, you can use this setting to allow a particular user to be identified as a community user for RFx.

Follow the below steps for this setting:

1. Create one Custom Permission. For example, Custom_Community.

2. Edit the Community User Custom Permission Name setting and give the same name (i.e. Custom_Community) for the Value field.

3. Create a Permission Set, include the custom permission, and assign it to the appropriate community user to have specific access.
   OR
   Add the custom permission to the respective Profile and assign it to the appropriate community user to have specific access.

Disable Reopen Project Question

Set the value to false to display the Reopen button on the View Questions Details Page. For more information on Reopen Project Question functionality, see Project Question Details.

Enable Library Reindexing

Set the value to true to enable the Reindex Library button on the Loopio for Salesforce Configuration > Library Config Setting page for reindexing.

For more information, see Reindex Library.

Enable Out Of Cycle Review

Enable this setting to true to activate the Response review process.

Enable Project Question Review?

To ensure the Enable Project Question Review option is checked by default on the Project Settings.

For more information on functional use, see Project Settings.

Hide Welcome Mat

To not display the Welcome Mat popup on the Configure Project, Library Import, and View Questions screens, set the value to true.

The Welcome Mat popup will appear only once when you login using any of the Web Browsers for the first time. But, if you have disabled the cache option in the browser, the popup will appear every time you use the Configure Project, Library Import, and View Questions features.

Library Excel Import Version

Set the value to V2 to use the latest User Interface.

Library Word Import Version

Set the value to V2 to use the latest User Interface.

Library Search Prefix Pattern

Add the required prefixes in the Value field to ignore them while searching for a response in library search on the View Question, Reviews from Project, and Library Search pages.

By default, the (^([0-9a-zA-Z]+[.)}\]:-])*|^[0-9a-zA-z][\s]*•) pattern is available; however, you can modify as per your business needs.

Notification Org Wide Email Address Name

Configure your Organization-Wide-Email address and set it here to use the same email address in the From field every time you send an outbound email through Salesforce.

Example

Your org has several users assigned to a Support Profile. This profile is associated with an email address called support@avnio.com and a Display Name of LFS Support. When these users send an outbound email through Salesforce, they can choose to have their From email address appear as support@avnio.com instead of their own Salesforce email address.

Project Configure Excel Import Version

Set the value to V2 to use the latest User Interface.

Project Configure Word Import Version

Set the value to V2 to use the latest User Interface.

Project Owner as Assignee

To ensure the Project Owner as Assignee option is checked by default on the Project Settings.

For more information on functional use, see Project Settings.

Project Owner as Reviewer

To ensure the Project Owner as Reviewer option is checked by default on the Project Settings.

For more information on functional use, see Project Settings.

Project Question Review Type

To ensure default review type selection for the Project Question Review Type option on the Project Settings.

For more information on functional use, see Project Settings.

Publish Library Custom Permission Name

Follow the below steps for this setting:

1. Create one Custom Permission. For example, Allow_Publish

2. Edit the Publish Library Custom Permission Name setting and give the same name (i.e. Allow_Publish) for the Value field.

3. Create a Permission Set, include the custom permission, and assign it to the appropriate user to allow them to publish the library or selected response.
   OR
   Add the custom permission to the respective Profile and assign it to the appropriate user to allow them to publish the library or selected response.

To publish the library, the user with permission can see the Publish Library button or use the Publish Selected Responses option under the Actions button on the Response Library screen.

Read Only Completed Question

To ensure the Lock Completed Question option is checked by default on the Project Settings.

For more information on functional use, see Project Settings.

Response Version Number Prefix

Set the prefix value as “RV-” on the Response Version Number Prefix to display a unique Response Version number which can be configured as shown below:

ReviewLibrarySyncFilters

Set the filter(s) name as a value here to make them default selected on the Reviews from Project screen.

When you want to add multiple values, don’t add any space after comma. For example: Suggested,Not Answered.

Example

You have added the Not Reviewed and Suggested status filters as a value to the ReviewLibrarySyncFilters setting, so when you open the Reviews from Project screen, the Not Reviewed and Suggested status filter is selected by default, and you can see the results based on it.

Skip HTML Tags for Project Question

Set the value(s) with any HTML tags to consider those values as valid answers for an unanswered project question and display the question status as Draft in the View Questions page.

Translation Org Wide Email Address Name

Configure your Organization-Wide-Email address and set it here to use the same email address in the From field every time an outbound email is sent through Salesforce after the translation is complete.