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Released 5/18/2023

  • Folder creation and Shortcuts in Flow

Upgrade Notes

  • If using SURL/Public Share feature

    • Access your SURL community by going to Setup->Digital Experiences->All Sites and click Builder

    • Click into the Visualforce Page component

    • On the Configuration window, change Record Id from {!RecordId} to {!sid}

See /wiki/spaces/SK/pages/1283785106 for details.

New Features

DocuFetch

DocuFetch provides end-to-end document management by providing a way to:

  • Create a request asking for particular documents to be uploaded

  • Send the request link to a user outside of Salesforce, which will provide an upload button for each requested document

  • Allow the user to upload one or more documents, including documents that are pre-filled in via merge fields and documents that have been signed via e-signature by the user

  • Approve or reject the received documents, and request another document if one is rejected

  • Store the user-uploaded documents in S-Drive

  • Create document request templates to be used over and over again

Learn to configure and use DocuFetch

Read more about our DocuFetch end-to-end document collection solution:

Enhancements

Email

The S-Drive Email “To” field now features type-ahead and will be a contact record, rather than just a text email address. This will allow the recipient information to be used for merge fields in an email template.

The Additional To field can be used for either internal or external users. When clicking the search icon, Contacts associated with the record will be listed first. to make finding them easier.

File List clickable columns

Until now, the file name was the only clickable column in the S-Drive component. When you click file name, it either shows the file details or opens the file, depending on your configuration.

Now you can make other columns have that behavior. This can be useful if you have a custom field that translates the file name to another language, and you want that custom field to be the one users click on.

See

See Column Settings: wrapping headings, column widths, clickable columns for more information

Bug Fixes

  • Fix Breadcrumbs should not show folders above the folder that was shared via public share

  • Fix public share links not opening on mobile

  • Fix apostrophe in file name causes error in Lightning Upload

  • Fix upload fails when OWD is public read/write

Deprecated

None

Retired

None

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