Configuring File Drag and Drop

Using the File Drag and Drop Setup Assistant

The Setup Assistant consolidates commonly used File Drag and Drop preferences in one location to streamline the setup process for account administrators. You do not have to perform all the steps to complete the setup. You can click the number on top of each step to go to a specific configuration page.

Go to Setup > Customization > File Drag and Drop Setup.

Setting General Preferences for File Drag and Drop

1. On the Preferences page, provide values for the following fields:

   • Enable File Drag and Drop – Check this box to enable File Drag and Drop on this account. 
     

   • Global Destination Folder – Save the files attached through File Drag and Drop to this folder.
     
   • Error Message Recipient – Set the recipient email address for File Drag and Drop error messages. If no recipient is specified, error messages are sent to all account administrators.
2. Click Save and Next.

Enabling File Drag and Drop on Selected Record Types

1. On the Record Types page, click  New File Drag and Drop Record Type to enable File Drag and Drop on a specific record.

2. Provide values for the following fields:

   • Record Type – Select the record type where you want to enable File Drag and Drop.

   • Folder Name – Click the field to open the folder browser popup, and then select the default folder where files added to the record will be saved.

   • Use Folder Pattern (Optional) – Check this box if you want File Drag and Drop to create unique folders based on the specified folder pattern, and save uploaded files there.

   • Folder Pattern (Optional) – Enter the folder path where you want to save uploaded files.

     You can use placeholders, surrounded with curly braces, with your desired folder name to create a folder pattern. Placeholders are not case sensitive.

     • subsidiaryId – Saves files to a folder with the ID of the current user’s subsidiary.

     • departmentId – Saves files to a folder with the ID of the current user’s department.

     • roleId – Saves files to a folder with the ID of the current user’s role.

     • recordId – Saves files to a folder with the ID of the record where the file is attached.
       
       

3. Click Save and Next.