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Input | Description |
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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) | Only applicable if Reset Sharing is used. If the running user does not have sharing rights , skip the process. Else fail and stop the processaction will fail. With this enabled the action will be skipped instead. This does not impact the creation of the folder component. |
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Input | Description |
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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) | Only applicable if Reset Sharing is used. If the running user does not have sharing rights , skip the process. Else fail and stop the processaction will fail. With this enabled the action will be skipped instead. This does not impact the creation of the folder component. |
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Input | Description |
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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. |
Output | Description |
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Url to folder | The relative url to the pinned folder. |
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Share Folder
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Input | Description |
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Input
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Name
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Description
Output
Name
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. |
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 folder. |
Share Folder with Id
Action
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