CloudFiles Widget Configurations Test Drive
In this test drive, we will demonstrate how CloudFiles allows you to edit SharePoint columns values and also enforce mandatory SharePoint columns within the file upload widget. This feature ensures that users fill in all required fields before uploading files into SharePoint through the CloudFiles widget. This setup helps in maintaining data integrity by ensuring that crucial metadata is captured during the upload process. The entire test drive will take less than a minute to complete.
Follow the instructions in the next section to try it out. The subsequent sections explain the setup for this test drive as well as additional possibilities that can be explored with this feature.
To test out this feature, follow the simple instructions below :
- Navigate to the 'Opportunities' tab and create a new Opportunity. This action will automatically create a corresponding SharePoint folder, which can be viewed in the 'Files' tab.
- Click the "Upload Files" button or drag and drop files into the folder to begin uploading.
- In the 'Upload Files' pop-up window, select a value for the "Document Type" column for each file being uploaded, then click "Next." Notice that the "Next" button will not activate until a column value is selected for each file.
- Once the files are uploaded, click "Done."
- You can now view the uploaded files in the widget, along with their associated SharePoint columns.
- To update the SharePoint column values, click the "Edit" or pencil icon next to any column cell.
- This will make the column value editable. Update the value as needed. You can modify multiple column values in a single edit interface.
- After making the necessary updates, click "Save" to apply the changes.
The GIF below gives a visual representation of these steps.
Flow execution and folder creation may take some time (a few seconds to a minute). If you don't see anything in the Files Tab, try refreshing the CloudFiles widget or Page a couple times.
The following video shows the implementation that made this possible.
In this test drive, we demonstrated how to display and enforce mandatory column values for files uploaded through the widget. This functionality can be easily adapted to fit various custom use cases. Here are a few additional possibilities:
- While our demo focused on the Opportunity Page Widget, CloudFiles LWC and its configurations work seamlessly with all standard and custom Salesforce objects.
- You can set up multiple widget configurations. For example, you can have one configuration for the Opportunity Page, another for the Account Page, and yet another for the Opportunity widget on an Experience Cloud site.
- This test drive used only one mandatory column, but you can require as many columns as needed to capture relevant information before file uploads.
- You can even selectively permit users to update column values.
- While we showcased only "Choice" and "Date" column types, you can configure a wide range of column types such as Text, Checkbox, and more, depending on your requirements.
There are other test drives available that might be of interest to you as well. Head back to the Test Drive article to continue testing.