Flow Actions
Doc Management Flow Actions
Get Resource Property
introduction the cloudfiles get resource property flow action allows you to retrieve specific property values of a specific resource docid\ mr7u7qdhigoasucpf nlr this includes a sharepoint resource's column value standard properties from other supported libraries (eg a google drive folder's url) this action is ideal for scenarios where precise metadata details are required for automations or decision making processes within a flow by fetching and using these property values, you can create dynamic and efficient workflows tailored to your business needs what this action does the cloudfiles get resource property f low action flow action allows you to specify the target resource docid\ mr7u7qdhigoasucpf nlr using its metadata details specify the property whose value is to be fetched using the property's api name get the property value as a text output, which can be further used in the flow example use case 1 scenario in salesforce, you have an automation that creates a google drive folder for every opportunity record created additionally, you want the google drive url of the newly created folder to be automatically populated into a custom field on the opportunity record to achieve this, you can use the cloudfiles get resource property flow action to fetch the externalurl property of the created folder and update the opportunity record's relevant field below is the flow snippet of the example use case example use case 2 scenario salesforce users upload opportunity related files to sharepoint folders using cloudfiles lwcs they tag these files using sharepoint columns like document type (choices agreement, proposal, marketing collateral, other) document status (choices in review, draft, final) when a file's column values are updated from the cloudfiles lwc, a resource updated docid\ iddrsgnex ndxd sqcvmk event is published suppose you want to automate the process of moving a proposal file to a different folder whenever its document status is set to final steps to automate trigger automation configure a flow to start whenever a resource updated docid\ iddrsgnex ndxd sqcvmk event is published filter events use decision elements to filter events based on the folder’s originating record type (e g , opportunity) retrieve column values use the get resource property action to fetch the document type column value of the updated resource if documenttype = proposal , fetch the documentstatus column value perform conditional actions if the documentstatus = final , execute further actions, such as moving the file to a different location below is the flow snippet of the example use case input parameters resource the resource parameter is used to specify the resource docid\ mr7u7qdhigoasucpf nlr (file or folder) whose property value is to be fetched how to configure the resource parameter if you do not have the resource parameter directly available, you can configure it by creating a cldfs resource variable in your flow assigning the resource's metadata details (e g , driveid, id, library) to the variable these metadata details can be obtained from cloudfiles event details , such as resource updated docid\ iddrsgnex ndxd sqcvmk file uploaded docid\ p yy1ryebu5ecnctf0jhd resource cloned docid\ n3c5zlgpp3tvhy2kes041 any other cloudfiles flow actions , such as get folder contents docid 9mdumpjrzqenyvrixspbd get resource details docid\ ue5s2y9qglsceiqd0serc any other property name input the file/folder's (resource) property api name in the external storage whose value must be updated/set where to find the property's api name find the api names of properties directly from the external storage library alternatively, within salesforce , go to cloudfiles app > document management > widget configuration in the widget columns section, add required columns to check their api names by navigating to the location or document library, locate the column, and find its api name ( displayed in brackets next to the column name ) list of few standard sharepoint property names name gives the name of the resource description gives the description of the resource id gives the id of the resource driveid gives the drive id of the resource library gives the library that the resource is in externalurl gives the cloud drive url of the resource path gives the path of the resource in the cloud drive type gives the type of resource (file/folder) size gives the size of the resource createdat gives the date of creation of the resource (not present in dropbox) updatedat gives the date when the resource was last updated extension gives the extension of the resource output parameters the cloudfiles get resource property flow action provides the output value of the specified property as a text variable how to identify the output variable ? the output text variable can be identified by the action's label name for example if the action is labeled as "get documenttype column value" , the output text variable will be named text from get documenttype column value does the output vary based on column/property type ? no, the output of the cloudfiles get resource property flow action is always a text value, regardless of the type of column or property queried if a date property is queried, the output will be a text string like 12/23/2024 if a yes/no column is queried, the output will be text like true or false this consistent output format ensures compatibility with various flow elements and simplifies automation configurations