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You create and manage buckets on S-Drive Configuration “S-Drive Authentication Settings” Tab
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Add buckets by choosing Use existing bucket or Create a new bucket
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The Bucket Id field is a text field up to 40 characters and must be unique among all your buckets. This Id will be used in the bucket field you set up on the file object. For example, if your bucket field is a picklist, the picklist values need to be the bucket ids. The bucket id can be the same as the bucket name.
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Go to Setup->Object Manager->Account Files
Go to Fields and Relationships
Click New to create a new field
Choose what type of field it is, such as Text, Formula, Picklist.
Give your field a name (ex: Bucket To Upload To)
You can choose a default value if you wish, or you can choose to populate the Bucket To Upload To field on each file you upload
Once you’ve finished, click Save
Add examples
Examples of Bucket fields
Formula field based on fields on the Parent object: Your bucket field could be a formula field based on a checkbox or other field on the Parent.
For example, you might have Accounts with government entities whose files will be stored in a government bucket, while other Accounts' files will be stored in a non-government bucket. Create a checkbox on Account called “Is_government_account__c”. Your bucket field on Account File would be a formula like this: IF(cg__account__c.Is_government_account__c, govbucket, nongovbucket).Formula field based on fields on the file object: You may have a formula based on criteria on the file itself.
For example, create a checkbox on Account Files called Restricted__c. Add that field to the upload page (via S-Drive Configuration Customization Settings) and check it if you are uploading a restricted file. Your bucket field on Account File would be a formula like this: IF(Restricted__c, restrictedt-bucket, non-restricted-bucket). Or you may have a formula based on the user’s profile. Files uploaded by users with one profile will go to one bucket, while files uploaded by users with another profile will go to another bucket.Picklist on file object: Your bucket field could simply be a picklist of buckets.
Have a picklist field with your bucket ids as values. Add the field to the upload page (via S-Drive Configuration Customization Settings.) When you upload a file, choose the bucket from the picklist.
3. Specify the bucket field in S-Drive Configuration
Go to S-Drive Configuration General Settings Tab
Scroll down to Upload Settings.
Next to Multiple Bucket Setting, click Configure.
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This will open the following page:
The Bucket Name Field is the field you created in step 1 above. Fill in the API field name and click the “Enabled” checkbox.
Click Save
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Versioning: New versions are uploaded to the same bucket.
File Sync: Files will be synced to the bucket from the bucket field when possible. If the bucket cannot be determined (for example, it is normally selected through the user interface during upload), then files will sync to the default bucket.
Preview and Thumbnail: Previews and Thumbnails are generated for files as expected and reside in the bucket along with the file.
Zip and Download: files from different buckets can be downloaded together into a zip file
Shortcuts: Shortcuts are pointers to files and are not stored in any bucket. A shortcut will point to the underlying file regardless of what bucket it is in. Note; You could have a record with files that are all in Bucket1, but that same record could have a shortcut to a file in Bucket2.
Copy/Paste: The file will be put in the bucket selected according to the bucket field when pasted. Note that if you have implemented a picklist to select the bucket upon uploading the file, you will not be able to select the bucket when copying/pasting. You can only paste into folders on the same record where the copied file resides, so mostly often this will be the same bucket as the copied file. Cut/Paste: The file will be put in the bucket selected according to the bucket field when pasted. Note that if you have implemented a picklist to select the bucket upon uploading the file, you will not be able to select the bucket when cutting/pasting. You can only paste into folders on the same record where the cut file resides, so mostly often this will be the same bucket as the cut file
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Possible unintended results: When a file is copied and pasted (which is only allowed between folders within the same parent record), a new file record is created and the file is uploaded to the destination folder. If the way you choose the upload bucket is by manually selecting from a picklist or using a checkbox during upload, this won’t work with copy/paste. Pasting does not give you the opportunity to select from a picklist or check a box and the bucket field from the original S-Drive file record is not copied to the new file record. Example:
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Cut/Paste: The file will be put in the bucket selected according to the bucket field when pasted.
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Possible unintended results: When a file is cut and pasted, (which is only allowed between folders within the same parent record) only the Parent Folder Id field is changed to reflect the new folder. The bucket id field is not changed. A file that is cut and pasted will always remain in the same bucket. Example:
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Copy URL: creates a link to the file that points to the correct bucket
Public Share: Gives access to files across multiple buckets