Actions

Create Folder

Input	Description
SharePoint Instance Id	Your instance name to use.
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 to the created folder.

Create and Pin Folder

Input	Description
SharePoint Instance Id	Your instance name to use.
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.

Output	Description
Url to folder	The new server relative url to the created folder.

Pin Folder

Input	Description
SharePoint Instance Id	Your instance name to use.
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
Url to folder	The relative url to the pinned folder.

Share Folder

Input	Description
SharePoint Instance Id	Your instance name to use.
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 to the shared folder.

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 directy.

Input	Description
SharePoint Instance Id	Your instance name to use.
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

Input	Description
SharePoint Instance Id	Your instance name to use.
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 to be stored on the folder or file’s property.

Output	Description
None

🆕 Update Metadata Mapping

Input	Description
SharePoint Instance Id	Your instance name to use.
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.

Output	Description
None

🆕 Upload File

Input	Description
SharePoint Instance Id	Your instance name to use.
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 folder pinned as root	If selected the server relative url will start from the pinned folder instead of the root folder.

Output	Description
None

Commit

Commits all previous actions to run in a queue. Calling commit multiple times in one transaction will create multiple queues that run parallel.

Input	Description
None

Output	Description
None

Commit as a Queueable Group

Commits all previous actions to run in a queue. Calling commit multiple times in one transaction will create multiple queues that run serial due to the Queueable Group.

Input	Description
Queueable Group	The queueable group identifier. Multiple queues with the same group will wait after eachother to complete.

Output	Description
None

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 Apex instead.