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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. |
Output | Description |
|---|---|
Url to folder | The new server relative url URL to the created folder. |
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Create and Pin Folder
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Output | Description |
|---|---|
Url to folder | The new server relative url URL to the created folder. |
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Pin Folder
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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. |
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 URL to the shared folder. |
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Share Folder 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 directydirectly.
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 URL to the shared folder. |
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🆕 Update Metadata
Input | Description |
|---|---|
SharePoint Instance Id | |
Record Id | The record to link this action to. |
Server Relative Url (Optional) | The path to the folder or file to edit. |
Property Name | The name of the property in SharePoint to edit. |
Value | The new value is to be stored on the folder or file’s property. |
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Input | Description |
|---|---|
SharePoint Instance Id | |
Record Id | The record to link this action to. |
Server Relative Url (Optional) | The path to the folder or file to edit. |
Mapping Name | The name of the Metadata mapping created in the Filenize configuration. |
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Input | Description |
|---|---|
SharePoint Instance Id | |
Record Id | The record to link this action to. |
Server Relative Url (Optional) | The path to the folder to upload the file to. |
File Id | The Salesforce file id. Supporting: Attachments, ContentVersions, and ContentDocuments. |
Use the folder pinned as the root | If selected the server-relative url URL will start from the pinned folder instead of the root folder. |
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Input | Description |
|---|---|
Queueable Group | The queueable group identifier. Multiple queues with the same group will wait after eachother each other to complete. |
Output | Description |
|---|---|
None | |
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Action missing?
Let us know and we will look into it. If the action helps Filenize and is generic, we’ll add it to Filenize short term. Otherwise, we recommend to use using Apex instead.