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Multi-Bucket Support allows multiple AWS buckets to be configured in S-Drive. Files will can be uploaded to a particular bucket based on criteria determined by either on the fly or based on rules you create. Each time a file is uploaded, the user can either choose a bucket by filling in a field on the file object created by the System Administratorupload page, or the file will automatically be uploaded to a particular bucket based on some criteria you set up. If no bucket is specified, the file will go to the default bucket, which is defined by you.

For each file object (AccountFile, ContactFile, etc) including custom file objects, you can create a field to specify which bucket files will be uploaded to. You can use a formula field to create rules to determine what bucket to upload to, or you can use a checkbox, picklist, text field, number field, etc to select the bucket.

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  1. Set up your buckets

  2. Create a field on the file object that will determine which bucket is used

  3. Specify that field in S-Drive Configuration

1. Set up your Buckets

Info

If you are newly installing S-Drive, multiple buckets can be set up during installation. See INSTALLING AND ACTIVATING S-DRIVE for more information.

You create and manage buckets on S-Drive Configuration “S-Drive Authentication Settings” Tab

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2. Create a Bucket Field on the file object

The Bucket field is defined on the file object, such as Account File, Case File, etc. We’ll use Account Files as an example here. This is a different field than the Bucket Id field that already exists on our out-of-the-box file objects (Account File, Contact File, Opportunity File, Lead File, and Case File) or that you created on your Custom File Objects.

  • 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

Info

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.

    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. You have two buckets with Bucked Ids of “govbucket” and “nongovbucket”. 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).

  • Formula field based on User’s Profile: You may have have some profiles that always upload to one bucket and some that always upload to another bucket.

    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. The formula would be: IF($Profile.Name = 'System Administrator', 'Bucket1', 'Bucket2')

  • 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

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Info

Uploading files

When uploading files, if no bucket is selected, the file will be uploaded to the default bucket, which is chosen during bucket setup.

How Multi-Bucket support

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works with other features

Upload with duplicates not allowed: Duplicate names are checked on a per-record basis. If you have an Account File called FileA on AccountA in Bucket1, you will get a duplicate warning if you try to upload FileA on AccountA into Bucket2. If you choose to “overwrite”, the old FileA will be deleted from Bucket1 and the new FileA will be uploaded to Bucket2.

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 bucketFile Sync only syncs files to the Default Bucket.

Note

File Sync does not support multiple buckets.

Preview and Thumbnail: Previews and Thumbnails are generated for files as expected and reside in the bucket along with the file.

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