Bring Notes into Claim History Timelines

Add and deploy an Apex class called GetContentNoteAsStory for use with the Claim_ContentNote story object configuration setting.

1. Enable notes. From Setup, in the Quick Find box, enter Notes Settings, and then select Notes Settings. Confirm Enable Notes is selected.
2. Click the quick access menu () and select Developer Console.
3. Click File | New | Apex Class.
4. Enter GetContentNoteAsStory as the Apex class name, and then add this code. Save your new Apex class.

   global with sharing class GetContentNoteAsStory implements VlocityOpenInterface2
   {
       global Object invokeMethod(String methodName,Map<String,Object> inputs, Map<String,Object> output, Map<String,Object> options)
       {
           Boolean success = true;
           try
           {
               if(methodName == 'getContentNotes')
               {
                   success = getContentNotes(inputs, output, options);
               }
           }
           catch (Exception e)
           {
               System.debug('Error invoke method: ' + methodName + ' with error: '+ e);
               success = false;
               throw e;
           }
           return success;
       }
   
       private Boolean getContentNotes(Map<String,Object> input, Map<String,Object> output, Map<String,Object> options)
       {
           String parentObjName = (String) input.get('parentObjName');
           String objName = (String) input.get('storyObjType');
           List<Object> objIdList1 = (List<Object>) input.get('objIds');
           List<Id> objIdList = new List<Id>();
           integer queryRecordLimit = (integer) input.get('pageSize');
           DateTime lastDate = (DateTime) input.get('lastActivityDate');
           List<Object> listOfStories = new List<Object>();
   
           if (queryRecordLimit == null) queryRecordLimit = 10;
   
           for (Object objId : objIdList1) objIdList.add((Id) objId);
   
           //query for content note for parentObject
           List<ContentDocumentLink> docLinks = [
               SELECT ContentDocumentId, Id, LinkedEntityId
               FROM ContentDocumentLink
               WHERE LinkedEntityId IN :objIdList
           ];
           // ShareType, SystemModstamp, Visibility
   
           List<Id> docIdList= new List<Id>();
           Map<Id, Id> objIdContentDocIdMap = new Map<Id, Id>();
           if (docLinks != null && docLinks.size() > 0)
           {
               for (ContentDocumentLink docLink :docLinks )
               {
                   docIdList.add(docLink.ContentDocumentId);
                   objIdContentDocIdMap.put(docLink.ContentDocumentId, docLink.LinkedEntityId);
               }
   
               List<String> fields = new List<String>
               {
                   'Id',
                   'FileExtension',
                   'FileType',
                   'Title',
                   'Content',
                   'TextPreview',
                   'LastModifiedBy.Name',
                   'LastModifiedDate',
                   'CreatedById',
                   'CreatedBy.Name',
                   'CreatedBy.Title',
                   'OwnerId',
                   'Owner.Name',
                   'Owner.Title'
               };
   
               String objQuery = 'SELECT ' + String.join(fields, ', ') + ' ';
               objQuery += 'FROM ContentNote ';
               objQuery += 'WHERE Id IN :docIdList ';
               objQuery += 'AND LastModifiedDate != null ';
               if (lastDate != null)
               {
                   objQuery += ' AND LastModifiedDate <= :lastDate ';
               }
               objQuery += ' LIMIT '+String.valueOf(queryRecordLimit);
   
               List<ContentNote> listContentNote = Database.query(objQuery);
   
               for (ContentNote cnote : listContentNote)
               {
                   Map<String, Object> resultMap = new Map<String, Object>();
                   DateTime LastActDate = cnote.LastModifiedDate;
   
                   Map<String, String> summaryLabelMap = new Map<String, String>();
                   summaryLabelMap.put('Title', 'Title');
                   summaryLabelMap.put('Subtitle', 'Content');
   
                   Map<String, String> summaryValueMap = new Map<String, String>();
                   summaryValueMap.put('Title', cnote.Title);
                   summaryValueMap.put('Subtitle', cnote.Content.toString());
   
                   Map<String, String> detailMap = new Map<String, String> ();
                   String ownerValId = String.valueOf(cnote.OwnerId);
                   User owner = cnote.Owner;
                   Map<String, Object> ownersMap = new Map<String, Object>
                   {
                       'ID' => cnote.OwnerId,
                       'Owner' => owner.Name,
                       'Title' => owner.Title
                   };
   
                   Boolean isDate = false;
                   String idValue = String.valueOf(cnote.Id);
                   String lastModify = (String) cnote.getSObject('LastModifiedBy').get('Name');
                   String image;
                   String parentRecId = objIdContentDocIdMap.get(cnote.Id);
                   String parentRecName;
                   String navPath;
                   String objDef = 'ContentNote';
                   String parObjType=parentObjName;
                   String ownerId = cnote.LastModifiedBy.Id;
   
                   resultMap.put('lastActDate', LastActDate);
                   resultMap.put('summaryLabelMap', summaryLabelMap);
                   resultMap.put('summaryValueMap', summaryValueMap);
                   resultMap.put('detailValueMap', detailMap);
                   resultMap.put('IdValue', idValue);
                   resultMap.put('imageRef', image);
                   resultMap.put('sortFieldIsDate', isDate);
                   resultMap.put('parentId',parentRecId);
                   resultMap.put('parentName', parentRecName);
                   resultMap.put('navigateLink', navPath);
                   resultMap.put('objAPIName', objDef);
                   resultMap.put('parentObjAPIName', parObjType);
                   resultMap.put('owner', cnote.LastModifiedBy.Id);
                   resultMap.put('modified', lastModify);
                   resultMap.put('ownerValueMap', ownersMap);
                   listOfStories.add(resultMap);
               }
           }
   
           if (listOfStories != null && listOfStories.size() > 0)
           {
   
               output.put('stories', listOfStories);
           }
           return true;
       }
   }
   

5. From Setup, in the Quick Find box, enter Custom Settings, and then select Custom Settings.
6. Find Story Object Configuration and click Manage.
7. In the Claim_ContentNote story object setting, for Parent Object Name, enter Claim.