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The dropdown list shows all object files for objects using S-Drive. (See Note below if your file object is not on the list.) Choose the object file to configure from the dropdown list. Then select the activities you want recorded by moving them from Available Activities to Selected Activities. Click Save at the top or bottom of the page, then repeat for other object files you wish to use File Activities on.
The list of available file activities are as follows:
Download
File is downloaded internally when short url (SUrl) is not enabled.
File inside a folder that is shared using a Public Share link is downloaded
Download SUrl
File is downloaded internally when SUrl is enabled and used for internal downloads (rare)
File is downloaded from a Public Share link or from an email link
Generate SUrl
Copy Url action is used when SUrl is enabled
Public Share action is used
Open
File is opened internally when SUrl is not enabled
File inside a Folder that was shared with a Public Share link is opened
Copy URL
Copy Url Action is used when SUrl is not enabled
Zip and Download
Multiple Files are downloaded at once
Preview-Expand
Preview is clicked on to expand to larger view
Preview-Detail
File in S-Drive list is clicked to see file details, or Action “Details” is clicked
Upload
File is uploaded
New Version
New version of file is uploaded
Email Sent
S-Drive email is sent
File Lock Service
File is locked due to check-in/check-out, legal hold, or online editing
Share
File is manually shared
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Note that for Custom Objects, if the file object is not present in the above picklist, please create a lookup relationship in File Activity object with that the desired S-Drive file object. You can create the relationship from Setup > Objects > File Activity > Scrolling to "Custom Fields & Relationships" section > Clicking on "New" button > Select "Lookup Relationship" and select your desired file object as "Related To" from the picklist provided. |
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