This overview introduces the different CloudFiles record widgets and features. Each section below links to a detailed article explaining its functionality.
- App Card – The App Card appears as a central component within HubSpot records. It allows users to browse and manage linked files or folders from external storage, perform actions like open in storage platform, rename, replace, and view analytics.
- Sidebar Widget – The Sidebar Widget appears on the right-hand panel of HubSpot records. It provides quick access to associated files and folders through resource tiles and supports actions like browse, share, download, and analytics via the Attachment Actions Dropdown.
- Associations – Associations link files, folders, or datarooms from connected storage platforms to HubSpot records. They can be created through both the App Card and the Sidebar Widget and support single, multiple, and cross-library linking.
- File Operations – File Operations allow users to open, preview, share, download, rename, or replace linked files from within HubSpot. The available options vary slightly between the App Card and the Sidebar Widget interfaces.
- Folder Operations – Folder Operations enable users to manage connected folders inside HubSpot. Users can open, rename, or delete folders in the App Card, or share and browse folder contents through the Sidebar Widget.
Thus, the Record Widgets of CloudFiles provide structured access to external files and folders within HubSpot.