Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Architecture

TODO: Topics to work outResources for when using Filenize in flows.

Considerations

  • Adding Filenize actions to your flow does not make it final. At the end of the flow, you need to run the Filenize commit action. This is to build a queueable chain of actions. Ensuring that the next action only runs if the previous has finished. This needs to be done explicitly due to the asynchronous design of the actions.

    • The chain also skips all consecutive actions if an error has been found. To prevent certain scenarios, i.e. where a subfolder needs to be created if the parent folder does not exist due to an error

...

With Flows it’s now possible to automatically create and pin folders in Salesforce, and more. i.e. creating an account folder on each new account or creating a contact, under the account folder. The tools provided also makes it possible to pin the folders automatically, meaning that when the specific account record is opened, the correct folder opens with it. The SharePoint instance name is needed to use any automation that comes with Filenize.

...