...
Input | Description |
|---|---|
SharePoint Instance Id | |
Record Id | The record to link this action to. |
Server Relative Url (Optional) | The path to the parent folder where the new folder will be created in. |
Folder Name | The name of the folder. |
🆕 Reset Sharing (Optional) | In addition to creating the folder, reset the sharing back to inherit. Effectively removing all custom sharing rules. |
🆕 Skip if no Permission (Optional) | If the running user does not have sharing rights the action will fail. With this enabled the action will be skipped instead. This does not impact the creation of the folder component. |
...
Input | Description |
|---|---|
SharePoint Instance Id | |
Record Id | The record to link this action to. For convenience, this is also the record to pin the folder to. |
Server Relative Url (Optional) | The path to the parent folder where the new folder will be created in. |
Folder Name | The name of the folder. |
🆕 Reset Sharing (Optional) | In addition to creating the folder, reset the sharing back to inherit. Effectively removing all custom sharing rules. |
🆕 Skip if no Permission (Optional) | If the running user does not have sharing rights the action will fail. With this enabled the action will be skipped instead. This does not impact the creation of the folder component. |
...
Input | Description |
|---|---|
SharePoint Instance Id | |
Record Id | The record to link this action to. For convenience, this is also the record to pin the folder to. |
Server Relative Url (Optional) | The path to the folder to pin. |
...
Input | Description |
|---|---|
SharePoint Instance Id | |
Record Id | The record to link this action to. For convenience, this is also the record to pin the folder to. |
Server Relative Url (Optional) | The path to the folder to pinshare. |
Salesforce User Id | The id of the Salesforce user. Make sure this user is connected to SharePoint, otherwise Filenize doesn’t know which underlying SharePoint user to use and will cause an error. |
Access | The access the user needs on the folder. Possible options are: Full, Design, Edit, Contribute, Read |
🆕 Skip if no User Found (Optional) | If the running user does not have a connection with SharePoint the action will fail. With this enabled the action will be skipped instead. |
🆕 Skip if no Permission (Optional) | If the running user does not have sharing rights the action will fail. With this enabled the action will be skipped instead. |
Output | Description |
|---|---|
Url to folder | The relative url to the pinned shared folder. |
Share Folder
...
Action
Description
Input
...
Name
...
Description
Output
...
Name
...
by SharePoint Id
Sometimes you need to reference users/groups that are not in Salesforce. With this action you can do so by referencing the id directy.
Input | Description |
|---|---|
SharePoint Instance Id | |
Record Id | The record to link this action to. |
Server Relative Url (Optional) | The path to the folder to share. |
SharePoint user or group id | The id of the SharePoint user or group. |
Access | The access the user needs on the folder. Possible options are: Full, Design, Edit, Contribute, Read |
🆕 Skip if no Permission (Optional) | If the running user does not have sharing rights the action will fail. With this enabled the action will be skipped instead. |
Output | Description |
|---|---|
Url to folder | The relative url to the shared folder. |
Update Metadata
Action
Description
...