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S-Drive Lightning Component
The S-Drive Lightning Component is divided into 3 sections:
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FoldersAnchor Folders Folders
Left panel is the "Folders" panel. It displays your account's folder structure. Your home folder is named as "Home" and your folders are listed in a hierarchical way. You can click on a folder name to display its contents in the right pane. If a top-folder has sub-folders under it, it will show its contents on the panel when clicked.
ToolbarAnchor Tool-bar Tool-bar
Top panel is the "Toolbar" panel. It displays breadcrumb navigation for folders, search box, action buttons and view type buttons.
a. "Breadcrumb Folder Navigation" keeps the current folder information. For example, if you are under "Home/Animals/Cats" folder, the location information will be displayed in this area (Figure 136-a). You can click any level to drill down to that subfolder.
b. "Home" button is functioning same as "Home" link on breadcrumb navigation. It directs to root folder of S-Drive Folders.
c. "Select All -Dropdown" button is used to Select All or Deselect All items in the list.
d. "Sort -Dropdown" button is used to sort File List below. If a field selected (i.e. Create Date) files sorted by selected field as ascending order. If same field selected again it is sorted by descending order.
e. "Download File(s)" button is used to download selected file(s). If just one file selected it directly download file. If more than one file or folder selected, it creates a zip file and download it.
f. "Upload File(s)" button is used to upload file(s). See "Uploading Files" section for more information (Figure 136-f). This item is not displayed for the "Search Results View".
g. "Import External File(s)" button is used to import files to S-Drive from external sources such as Google Drive, Box, etc. See "Importing External Files" section for more information.
h. "Email Files" button is used to email files. See "Emailing Files" section for more information (Figure 136-g).
i. "Share Files With Public Link" button is for creating public links for downloading or giving access. See "Sharing Files with Public Link" section for more information.
j. "Create New Folder" button is used to create folders. See "Creating Folders" section for more information (Figure 136-h). This item is not displayed for the "Search Results View".
k. "Delete Selected File(s)" button is used to delete file(s) or folder(s). See "Deleting Files" and "Deleting Folders" sections for more information (Figure 136-i).
l. "Cut" button is used to move file(s) between folders. See "Moving Files" section for more information (Figure 136-j).
m. "Copy" button is used to copy file(s) between folders. See "Copying Files" sections for more information (Figure 136-k).
n. "Paste" button is used to paste the copied or cut file(s) to a folder. This button is not visible until files are selected for cut/copy. See "Moving Files" and "Copying Files" sections for more information (Figure 136-l). This item is not displayed for the "Search Results View".
o. "Custom Actions" button is used to perform custom actions. See "Custom Actions" section in "S-Drive Admin Guide" for more information.
p. Changes current view to List view. For more information, you can look at View Types section.q. Changes current view to Thumbnail view. For more information, you can look at View Types section.
r. Cchanges current view to Grid view. For more information, you can look at View Types section.
s. "Settings" dropdown menu button. You can set current View Type of S-Drive Folders page as default and set current Sort Field as default. Also, you can select whether to Hide Breadcrumbs and/or Hide Folders Tree View.
t. "Fields" button is used to change the shown fields in the files section. See "Changing Displayed Fields" section for more information.
u. "Search Box" is used to search items (files, folders) in S-Drive Folders. Refer to the "Searching Items" section for more information (Figure 136-q).
v. "myDrive" toggle button is used to navigate to myDrive folders. See "myDrive" section for more information.
File listAnchor File-list File-list
The main panel shows the list of files, the action menu, file type, and columns of information as set by the System Admin. This list can be shown in List View (seen here), Thumbnail View, or Grid View. See View Types for more information. From here, you can choose files and folders and perform actions on them (download, open, edit, etc.)
If you click on a file name, the thumbnail image (in Thumbnail view or Grid view), or the Action Menu “Details” item, you will see the the File Detail View.
On the Detail page there are different tabs to navigate, to view different kinds of information about the file. These three tabs are "Detail", "Chatter" and "Audit".
The Detail view consist of three main parts: Preview image of file if it exists, File properties & custom fields and Action buttons.
If your file has multiple pages, the previews of these pages are also displayable in this section. Using the
buttons under the preview of the file, it is possible to navigate through all the pages.
You can also expand the preview and go to a specific page of the file.
The Chatter view consist of two parts: the publisher and the feed. To get detailed information on Chatter please check Chatter section. The number of feed items can be seen next to Chatter tab (1).
The Audit view consist of information about the URL of the file, the created and expiration date, and hit and download counts.
Back on the List View, the "Actions" column is used to display action buttons. The buttons shown here are based on configuration and profile permissions. There are two quick buttons for the most commonly used actions: Download & Delete. Clicking the down arrow button, shows a dropdown menu with more actions. Let's review the details about these item actions.
Open: It opens files that browsers support to view. If browser cannot open, it will be downloaded.
Download: You can download the selected file by selecting this action menu item. If you start download action for a folder, it creates a zip file then download it. See "Downloading Files" section for more information.
Copy URL: This option is displayed only for files. You can copy the file download URL to the clipboard. See "Copying URL to Clipboard" section for more information.
Details: For a file or folder when you click Details action, a modal window opens with file thumbnail and all information about file or folder. For more information, see Details Window.
Edit: This option is displayed for both files and folders. You can edit file/folder description by clicking this action menu item. See "Editing File/Folder Description" section for more information.
Delete: This option is displayed for both files and folders. You can delete selected file/folder by clicking this action menu item. See "Deleting Files" and "Deleting Folders" sections for more information.
Share: This option is displayed for both files and folders if manual sharing is allowed for this file object. You can share file/folder by clicking this action menu item. See "Sharing Files & Folders" section for more information.
Post to Chatter: This option is displayed only for files. You can post your thoughts related to this file by clicking on this action menu item. See "Posting to Chatter" section for more information.
Upload New Version: If versioning is enabled version actions are shown on menu. By this action, you can upload versions of a file.
Previous Versions: By this action, Versioning List page is opened, and all versions are listed. For more information please see "Uploading New Version of a File" and "Previous Versions of File" sections.
Custom Actions: You will see the custom actions that is built by your admin or developer in this section. Clicking on one of these actions will perform the custom action. See "Custom Actions" section in "S-Drive Admin Guide" for more information or contact your admin if you have questions on the custom actions that is built for your organization.
Compact S-Drive Screen
The compact view enabled S-Drive component will look like the following figure.
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Note that Folder Tree is not available in the compact view mode.
If there is a pagination configuration for the compact view, the pagination options will show up on the bottom right corner of the component for navigation.
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myDrive Folders
After the installation of S-Drive and clicking on "S-Drive" tab on the Tabs menu, or S-Drive app in App Menu in Lightning Experience, you will navigate to your S-Drive page.
The regular S-Drive page will be opened, and on the right-hand side of the toolbar menu, under the search bar, you will see a toggle button called "myDrive". When you click on this button you will switch into a new page called "myDrive".
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To go back to S-Drive files, you can use the toggle button.
Note: If your admin changed the settings of 'MyS3Object' in Salesforce's Sharing Settings, your files and folders in myDrive might be visible to others. To make your myDrive private to you, contact your admin to change the sharing settings to "private".
View Types
The file list panel in S-Drive can be displayed in 3 different formats: List View, Thumbnail View, and Grid View. Each is explained in more detail below.
List View
List view is default S-Drive view for all users. There is no thumbnail image for this view type. The files are listed in a regular order in this view type.
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Thumbnail View
On thumbnail view, in addition to what is shown in List View there is thumbnail image of the document. Thumbnail view is active only for users who enabled Preview & Thumbnail feature.
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Grid View
On Grid view, each item is listed on grid-card style with same height. Grid view is active only for users who enabled Preview & Thumbnail feature. In the Grid view, action buttons, menu & selection checkbox are different.
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Selection Checkbox: When mouse hovers over thumbnail image, a checkbox is shown on the top-left side. You can select or deselect item by using this checkbox.
Detail Window: When hovering thumbnail image there is a glass icon on the center. If you click on image Detail Window is opened. To see more information please check Detail Window section.
Download Button: You can download file or folder by using this button.
Delete Button: It deletes file or folder. To see more information, you can see Delete section.
Action Menu Button: You can access all actions about file or folder to click this down arrow button. To get detail information on actions menu please check List View Actions section.
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Creating Folders
You can create folders by clicking "Create New Folder" button in the toolbar. You can create any number of sub-folders in a folder. Go to the folder that you want to create a sub-folder. Click "Create New Folder" button. After clicking the "Create New Folder" button, a new pop-up screen will be opened.
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"Create Folder" button becomes invisible if you do not have permissions to create a folder.
"Create Folder" button becomes invisible for the "Search Results View" once a search operation is performed. So, you cannot create a folder in the search results screen. You need to click "Home" button and go to the folder where you want to create the subfolder.
Uploading Files
Uploading with Buttons
You can upload files by clicking "Upload File(s)" button in the toolbar (Figure 136-e). You can upload any number of files into a folder at a time. Go to the folder that you want to upload files. Click "Upload File(s)" button. After clicking the "Upload File(s)" button, a new pop-up screen will be opened as shown in (Figure II 23).
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“Uploaded Files”: This is the File list/Drag and Drop area. The names of the files to be uploaded will be displayed here once they are selected using Add or Drag and Drop along with a Status indicator to the left of the file name.
"File” Column: This column displays the names of the files to be uploaded.
“Description” Column: This field may or may not show based on Configuration. Custom fields can be displayed here for users to fill in when uploading files.
"Size” Column: This column displays the sizes of the files to be uploaded. Html Upload Widget also supports custom object fields to edit these fields' values before uploading.
Status: A status indicator appears to the left of the file names that are selected for upload. It displays the status of the files which are being uploaded. There are five possible scenarios: Queued, Uploading, Complete, Failed, and Multipart Processing.
+ Add: Use this to browse files on your computer for upload. To select multiple files at a time from a folder, click on each file while you are holding "Ctrl" key. After selecting files to upload, click "Open" button. Selected files will be added to the Upload Files screen. Note that selected files are not uploaded yet, you are just creating an upload list. You can use "Add file(s)" and "Remove file(s)" buttons multiple times to organize the upload list.
- Remove: After adding some files to the "upload files list", you may decide to remove some files from the list. You can do this by selecting the file(s) from list and then clicking "Remove file(s)" button. To select multiple files, hold the "Ctrl" key, while selecting files to be deleted.
Upload: After selecting the files to be uploaded and editing their description, you can click this button, to start uploading files. Files that completed uploading will show a green check mark for success or a yellow exclamation point for failure. After Uploading files, you will be given the option of clicking “Complete” to return to the file list or “Add More” to upload more files. If any files failed to upload, you can hover over the yellow exclamation point to see the error message. If you click to the "Upload file(s)" button after a failure or cancellation, "COMPLETED" files in the upload list will be skipped for this iteration and only unprocessed, failed or canceled items will be uploaded.
Cancel: Use this button to cancel during upload. If you are uploading multiple files, the files that have already been uploaded will not be affected if you hit Cancel.
Upload Progress Bar: This progress bar displays the upload information after clicking the "Upload file(s) Button". For Html Upload Widget, percentage of the progress (i.e. 49%) and the uploaded files count of total files count (i.e. 1/2) is displayed in the upload progress bar. If upload is completed successfully, it displays "Upload(s) completed successfully" message inside the progress bar. You can cancel the upload at any time by clicking the "Cancel Upload" button. (Note: Cancel Upload button is just visible while upload is in progress.
Inherit Sharing from Parent Folder: If you are uploading a file into a folder, this box may show depending on your configuration and sharing rules. If checked, any manual share rules on the parent folder will be inherited by the file(s) that are uploaded.
Uploading Files with Drag and Drop
You can also upload files with by dragging and dropping from the desktop or your file explorer to S-Drive on your browser. Select and drag your files from your local interface and drag it to anywhere on the S-Drive component. It will turn blue and you can drop it.
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In order to use Drag and Drop in Chrome, you must disable the Chrome site isolation setting. In the Chrome url bar, go to chrome://flags/#site-isolation-trial-opt-out and set the flag to disabled. |
Tagging
Tagging is a feature coming with 2.5 release and it is available for Salesforce Classic and Lightning Experience. You can both add tags to your S-Drive files and delete the existing tags. Tags are also searchable here. By clicking on the tags, you can find files that have the same tags with the clicked one.
If you don't see Tags, refer to Admin Guide 2.5 – 3.2.1. S-Drive Configuration Tab Section H to learn how to configure it.
Adding Tags
In order to add tags to a file, go to Details of the file for the Lightning Experience.
Tagging is a feature coming with 2.5 release and it is available for Salesforce Classic and Lightning Experience. You can both add tags to your S-Drive files and delete the existing tags. Tags are also searchable here. By clicking on the tags, you can find files that have the same tags with the clicked one.
If you don't see Tags, refer to Admin Guide 2.5 – 3.2.1. S-Drive Configuration Tab Section H to learn how to configure it.
Adding Tags
In order to add tags to a file, go to Details of the file for the Lightning Experience.
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If you want to delete the tags from the files, go to Details/Edit section again. Click X button, then click Save button.
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Searching Files with Tags
Like in the Salesforce Classic, you can search and find files across S-Drive that have the same tags with the clicked one. Click the tag in the Detail section of the file.
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You can see the result as below. Right now, there is only one file that has the alternating current tag.
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Importing External Files
SDrive supports importing the files which are stored in Google Drive, Box, One Drive, or SharePoint. By using the Files Connect feature of Salesforce, our system is now integrated to the given systems for file navigation and important.
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You can select the files or navigate within the folders and select the files which you want to import to S-Drive platform. And when files are selected and "Import External Files" clicked, the selected ones are queued for transfer to S-Drive as given in the figure(d).
(a)"Import External Files" Used for importing the selected files from external storage to S-Drive. It copies the files to the S-Drive folder root on which user previously clicked the import button on the toolbar.
(b)"Go Back" Used for returning to S-Drive File list component.
Deleting Files
There are two possible ways to delete files: "Single File Deletion" or "Multiple File Deletion". Note that "Deleting Folders" will be handled in a different topic.
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Single File Deletion
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To delete a file, click the "Item Actions" button in the "Actions" column of the selected file and select "Delete" item menu action from the dropdown menu. Using this method, you can delete files one by one. The files you chose to delete will immediately go to the Recycle Bin. In Recycle Bin you can choose to delete the files permanently or restore them. You can access recycled files/folders by clicking on the "Recycle Bin" button which is at the bottom of the Folder's Tree.
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If you select "Yes", file will be deleted immediately, and you'll return to the S-Drive Folders screen. If you select "Cancel", file won't be deleted, and you'll return to the S-Drive Folders screen.
Multiple File Deletion
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To delete multiple files at a time, select files and then click the "Delete File(s)" button in the toolbar of the S-Drive application. The files you have chosen to delete will immediately go to the Recycle Bin. In Recycle Bin you can choose to delete the files permanently or restore them. You can access recycled files/folders by clicking on the "Recycle Bin" button which is at the bottom of the Folder's Tree.
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When you recover files/folders they will be sent back to where they were located before deletion.
Using this method, you can delete multiple files at a time. After clicking the "Delete File(s)" button you'll be asked if you are sure. Select "Yes" to delete selected files, "Cancel" to cancel delete operation.
Deleting Folders
When you delete a Folder, all files inside the folder are deleted as well.
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If you want to delete a file or folder permanently, first you must delete them from the S-Drive folders, and then delete them from the S-Drive Recycle Bin.
If you delete a sub-folder and then delete the folder it was placed, both folders will be displayed in the Recycle Bin. When you try to recover the sub-folder, it will be sent to the main file, and still be in recycle bin. In order to recover any sub-folders or files, you should recover the main folder they are in.
If you send some files to Recycle Bin in Lightning Experience, the files won't be deleted in Classic.
Emailing Files
Emailing files is very easy using S-Drive. You can email any number of files at a time. S-Drive does not attach files to emails; it adds links to the files at the bottom of the email message. You can set the expiration time for these links also. You and your email recipients don't have to wait for sending/downloading large attachments. They'll just click the link in the email, and they'll download attachments directly from source in a secure and fast way. You can use email templates in your organization. Let's see how this can be done. First select the files to email from the folder you want by clicking checkboxes next to each file, then click "Email" button in the toolbar. Email screen will be opened.
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You cannot email folders. If you try to email a folder as an attachment, you'll get "You can't email a folder. Please check your selection list and try again!" message.
S-Drive Email
The Email Lightning component allows users to write emails with attachments of any S-Drive files on any object.
Please refer to Admin Guide to learn how to enable S-Drive Email.
Write an email
Fill the email field with proper email addresses, to send to multiple contacts separate the email addresses by commas, write an email body and format it by using the toolbar at the top of the email body text area. The body and the subject can be left blank.
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Attach Files
Click on "Attach button" to open the file selector pop up. First choose the object type you want to attach files from. If you chose "S-Drive Tab" you may choose your files to attach, otherwise select the file object type and finally choose the record the files you want to attach are located using the search box. S-Drive in compact view should now show up. Use the selection box to choose your files to attach and then chick on the attach icon in the toolbar at the top. When you are done click on the "Attach" button at the bottom. If you wish to not attach any files click "Close".
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Click "Send" at the bottom of the email editor, the user will be prompted with an email success message. If object and field level security disables users to insert or update any of the fields of the Email Message object, users will be prompted with the following error message. To Keep track of emails sent enable users to edit fields in the EmailMessage object.
View Emails from Activities
If you want to see emails sent from your Activities panel in a record first activate Salesforce Enhanced Email. Go to Setup > Enhanced Email > Enable. When Enhanced Email is enabled you will be able to see emails sent in the activity history.
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Changing your email footer
To have a custom email footer go to S-Drive Configuration > General Settings > Mail Settings > Custom Email Footer.
Post Files to Chatter
You can make comments on different files you have on your S-Drive files. For this purpose, you can use the "Post to Chatter" functionality. Click on Item Actions Menu of a file and click on "Post to Chatter" (Figure II 55).
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You can also like the posts, make comments about them and vote on polls. The results of these polls can also be displayed in this section.
Note: In order to enable chatter, you should enable it using the S-Drive Configurations and your Feed Tracking in Salesforce should be enabled on the object type's you want to make posts about. If you do not enable Feed Tracking, you won't be able to use Chatter on S-Drive.
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Downloading Files
There are two ways of downloading files in S-Drive: "One File Download" and " Zip & Download (Multiple File & Folder Download)".
One File Download
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You can download individual files by clicking "Download" item menu action and download shortcut button from the "Item Actions" button. If "Download" item menu action is selected for file item, download will be controlled by the browser you use (Internet Explorer, Firefox, Chrome, Safari, Opera etc.) If you select "Download" action for a folder it directs to Zip & Download.
Zip & Download (Multiple Files and Folder Download)
If you choose multiple file and click download button on S-Drive Toolbar, or if you try to download folder by action menu, our service prepares folders and files into a zip file and start to download zip file automatically.
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After Zip file prepared, download starts. The Zip file is handled by your browser. For some browsers download may start immediately, while for other browsers it may ask to download file or not. Zip file can be found under browser's defined download folder. Zip files are named using the following format: [YEAR][MONTH][DAY][HOUR][MINUTE][SECOND]_[OBJECT NAME].zip .
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Opening Files
If you want to open the files automatically, you should click "Open" link.
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Internet Explorer: http://247support.custhelp.com/app/answers/detail/a_id/8892/~/internet-explorer%3A-no-download-prompt-appears http://erptraining.niu.edu/erptraining/PS_browser_settings/ie9.shtml
Chrome: http://blog.rubbersoft.com/2010/01/how-to-automatically-open-downloaded-files-in-chrome/
http://www.adeptscience.co.uk/kb/article/1379E
Firefox: http://meruscase.com/customizing-your-experience/how-do-i-auto-open-documents-in-firefox/
http://kb.mozillazine.org/File_types_and_download_actions
Moving Files
You can move files between directories in S-Drive. To do this, first you need to select files to move. Then click the "Cut" button at the top menu. Go to the folder where you want to paste the files, select "Paste" button at the top menu.
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"Cut" and "Paste" buttons become invisible if you do not have permissions to cut/paste items in the current folder.
File will be "Cut" and "Paste" with all its versions, if you have versions under this file.
Copying Files
You can copy files between directories in S-Drive. To do this, first, you need to select files to copy. Then select "Copy" button at the top menu. Go to the folder where you want to paste the files and select "Paste" button at the top menu.
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If there is already a file with that name inside the target directory, S-Drive will warn you with the "Do you want to continue with paste operation?" message.
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Shortcuts
You can create shortcuts of files in the same file object or across different file objects
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If something goes wrong in the process, an error message will be shown.
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Editing File/Folder Description
To edit the description of a file/folder, select a file/folder. Then go to the "Actions" tab of the selected file/folder. Click to the "Item Actions" button and select the "Edit" item menu action from the dropdown list.
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This feature is not enabled for folders. Because folders don't have URLs in S-Drive. "Copy URL" item menu action is invisible for the folders.
If you want to use shorter URLs, please see S-URL section in "S-Drive Admin Guide".
Sharing Files & Folders
S-Drive Folders supports object level sharing. The Share action is available when manual sharing is allowed by sharing settings and configured in S-Drive.
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Sharing items (files or folder) with "Read Only" access level gives allowed shared user/group/ profile etc. read-only access. That means user can see file details, download file, copy file; but cannot edit, delete, move, rename file. If user has "Read Only" access on a folder he won't be able to see "New Folder", "Upload File(s)", "Cut" buttons.
Sharing items (files or folder) with "Read/Write" access level gives allowed shared user/group/ profile etc. read-write access. That means user can see file details, download file, copy, edit, delete, move, and rename file. But cannot delete the file. Only file/folder owner can delete the file.
If no sharing is given to the user on a folder, user won't be able to see the folder and its contents.
Sharing folders affects sub files and folders. So, if you share a folder, that sharing will be applied to sub files and folders.
If sharing is enabled and if you're in a subfolder (not Home folder), you'll see "Inherit Sharing from Parent Folder" checkbox when creating a folder or uploading files. Default is checked. You can uncheck this checkbox if you do not want to inherit shares from parent to the newly created folder or file at the time of creation.
If there are profile level permission definitions, profile level permissions override the sharing settings. So, if "S3Objects"is set as read only for a profile, there is no meaning to give read/write access on a folder.
Based on the shares that your file/folder have, some or all the "Item Actions" item action menus may be invisible or clicking the item in the dropdown will warn you with a "not enough permission" error message.
If you want to restrict standard users to create files and folders at the top level of S-Drive Folders, you can check "Only Allow Users with Modify All Permissions to Create Items at the Top Level" checkbox from "S-Drive Configuration" tab.
"Share" item action menu in "Item Actions" dropdown is not visible to customer portal users.
Public Sharing of Files and Folders
Users can now share certain files and folders publicly. If a single file or folder (along with folder's content) will be shared, file/ folder action dropdown can be used.
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The user will have an option to allow public download of or public access to these files/ folders.
Public Download of Files and Folders
Upon selection of files and folders and clicking on public link button, selected items get listed. A secure URL gets generated automatically as well.
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Once the setting is completed, a user should click on SAVE to add new parameters into the link. The link can now we copied over using COPY function and pasted into any browser by any user (even non-Salesforce users). Any user knowing the associated security setting (if a password is set, the password should be known) can download files/ folders.
Public Access to Files and Folders
Upon selection of files and folders and clicking on public link button, selected items get listed. A secure URL gets generated automatically as well.
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In the Setting section, a user can enhance the security of the link via adding a password, expiration date and IP range as well.
Uploading New Version of a File
[This feature requires enabling versioning on the organization. Refer to the S-Drive Installation Guide to enable Versioning for your organization.] You can upload new version of a file by clicking "Item Actions" button under "Actions" column and selecting "Upload New Version" action menu item from dropdown for individual files. Only HTML Upload Manager supports version upload.
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You will be able to apply Download, Open, Copy URL, Edit, Rename, Delete actions for individual version files also. These actions are same as the other item actions explained above.
actions are same as the other item actions explained above.
Check-In & Check-Out
Check-In & Check-Out lets you lock files, preventing others from modifying or deleting the file while you're working on it. If the feature is enabled from the configuration page, a file without any lock has "Check-Out" option under its action menu and its details page shows an up-arrow icon, which again lets users check out the file
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Note that the lock icon that was available under the STATUS column now appears under the file name on top-left corner. Hovering over that lock shows who checked out the file.
When the user who checked-out the file uploads a new version, the file is checked-in automatically. When a file with previous versions is checked-out, all previous versions become checked-out as well.
The "checked out files" folder (displayed under the recycle bin) shows all files that the user can check-in. If someone is a Sys Admin or has RemoveLockPermission, files checked-out by other users will be shown, otherwise only the files checked-out by that user
Legal Hold
Legal Hold lets you lock files, preventing others from modifying or deleting the file. It is similar to Check-In & Check-Out but with some minor differences. File objects that can be put under legal hold should be explicitly selected from the S-Drive configuration page, and only certain users, i.e., System Administrators and holders of RemoveLockPermission, can put files under legal hold and remove files from legal hold. If the feature is enabled from the configuration page and the file object (e.g. cg_S3Object_c) is selected, a file that isn't under legal hold would have a button called "Put Legal Hold" under its action menu and its details page shows a gavel icon, which again lets users put the file under legal hold.
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Note that the gavel icon that was available under the STATUS column now appears under the file name on top-left corner. Hovering over that icon shows who put the file under legal hold.
File Activities
When File Activities are enabled in S-Drive Configuration, the file activities recorded for a file record are displayed in file record's detail page under "Audit" tab.
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Here you can select the type of activities using the checkboxes, to change the displayed activities based on type. You can also apply a date range in order to see the activities recorded between specific dates. In order to apply filters, click on "Apply Filters" button. To clear all filters on checkboxes and dates, click on "Clear Filters" button. This way, all file activities will be listed in the table. You can click on "Filters" button to close the filters section.
Note: If you enter an invalid date for Start Date or End Date, a warning message will show up.
Changing Displayed Fields
You can change the displayed fields in the file list using the "Field Selection" button (a).
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"Apply" button is for after selecting/deselecting the fields to rearrange file list table, to apply these changes to current view of file list (b).
"Save" button is for saving these changes to current view and saved to user's profile. So, in another session or when refreshing, these changes will remain(c). NOTE: in order for changes to be saved, a user must have the Modify All Data permission, which is usually only given to System Administrators. Most users will only be able to “Apply” the changes to the current session.
Searching Items
You can search for files and folders inside S-Drive Folders. To start a search, type the search criteria to the right corner of S-Drive Folders screen, into the search box and click Enter.
If you conduct the search under Home directory, it will bring all the results and display them on the file list. If you navigate into a folder before or during search, the search results will only show the results inside that specific folder, and the results inside the child folders, if there is any.
If you want to conduct a search inside only a specific folder, but not in the child folders, please check "Search in Current Folder" checkbox, which is displayed when you hover on the search bar.
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Salesforce.com does not index uploaded files immediately, so newly uploaded files will be eligible for search in a few minutes after the upload.
Search is performed on searchable fields like "File Name" and "Description".
If you try to search with blank criteria or with one character, you'll get an error message saying: "Search key must be longer than 1 character."
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iOS (iPad, iPhone, iPod) Support
iOS (iPad, iPhone and iPod devices) support is improved for S-Drive Folders and S-Drive Attachments.
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S-Drive Attachments is the object attachments for S-Drive. You can create folders and upload files to objects without file size limitations using S-Drive Attachments. You can also attach files to the objects from S-Drive Folders. Account, Case, Contact, and Opportunity S-Drive Attachments are bundled in the S-Drive installation. You just need to make some configuration to start using S-Drive Attachments. Please refer to the "S-Drive Installation Guide" for configuration of the S-Drive Attachments. You can also use S-Drive Attachments for your other standard/custom objects using the instructions in "S-Drive Admin Guide". You can also use multiple S-Drive components under a single object, following the instructions in "S-Drive Admin Guide".
Account Files
After installing S-Drive, if you made the configuration correctly, you will be able to create account files in "Accounts" tab for each account easily. Go to your "Accounts" tab, select an account from the list (or create a new account). If you can see the "Account Files" page block in the current account's page, you can keep on reading ( Figure 251). Otherwise please consult to the S-Drive Admin Guide to activate "Account Files" section.
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You cannot delete an account which has account files attached. You'll get an error message if you try to delete this kind of account. You need to delete account files first, and then you can delete the account.
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Other Standard/Custom Object Files
You can use "files" for standard/custom objects other than Accounts, Contacts, Opportunities, and Cases easily. Go to your object's tab, select an object from the list (or create a new object). If you can see the "<Your Object Name> Files" page block in the current object's page, you can keep on reading. Otherwise please consult to the "S-Drive Admin Guide" to activate "<Your Object Name> Files" section.
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If your system administrator set a before delete trigger for your object you cannot delete an object which has object files attached. You'll get an error message if you try to delete this kind of object. You need to delete object files first, and then you can delete the object.
You can use "<Your Object Name> Files" feature from "Customer Portal" also. After making required configuration for customer portal (See S-Drive Admin Guide and S-Drive Customer Portal Guide for more information), your customers can add object files to your objects using "Customer Portal Interface".
S-Drive Advanced Search
S-Drive Advanced Search is a new feature of S-Drive that helps to perform improved search functionality in object files. AdvancedSearchPage and AdvancedSearchComponent created for that. You can use AdvancedSearchComponent with your own VF pages. You can access to this feature using S-Drive Advanced Search tab.
Searching Files
S-Drive Advanced Search needs following criteria to perform a search;
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