Internal Record Widget Guide

overview the internal record widget is placed on your internal records pages (like accounts/opportunities/leads etc ) and showcases the files in your external storage that are linked to this record the base widget appears as follows using the widget configuration settings, one can customize the appearance and behavior of the widget for each salesforce object type this guide walks you through the configuration options available for customizing the widget’s behavior and appearance from setting titles to defining custom actions via flows, this article will help admins tailor the widget to suit different use cases across teams and objects creating widget configuration to create custom configurations, open the cloudfiles app in salesforce, go to document management → widget configuration → create new → select the appropriate widget type dropdown once you start creating a new configuration, there are multiple fields that can be set to customize the widget as per your requirements using the widget configuration after creating the desired configuration for the widget, the next step is to enable it on the record page for each configuration created, a unique configuration id will be generated, which can be used to apply this setting on the object page this id can be copied from the cloudfiles app in salesforce by going to document management → widget configuration for activating a configuration, head over to the lightning app builder (by clicking on the settings icon on top right → edit page), select the cloudfiles widget, add the configuration id in the right hand panel, and click save the desired functionality of the widget will appear on the record page after refreshing key configuration fields this section covers all the settings that are available in the widget configuration 1\ widget config name assigns a name to identify this widget configuration easily this name appears only in the “widget configuration” tab and not on the widget itself on the record page this field can be left blank and the default value will be “internal record widget” 2\ widget config description provides details about the specific application or purpose of this widget this description will also appear only in the “widget configuration” tab this field can be left blank and the default value is “widget used to manage documents on internal record page” 3\ widget title the title that will be displayed on the widget on the record page if this field is left blank and only a single folder is connected, the widget will automatically display the name of that folder if multiple folders are connected without specifying the title, the widget will default to displaying “home” however, if an admin explicitly defines a title in this field, it will override the default behavior and display the custom title, regardless of the connected folder names 4\ configurations controls which file and folder actions will be made available to internal cloud users in the widget the eight basic actions are create folder enables the “new folder” button on the top right side of the widget to create a new folder in the directory displayed on screen file upload adds the “upload files” button on the widget files will be uploaded to the directory currently open within the widget folder upload option available in the dropdown next to “upload files” button delete folder allows users to delete folders from the dropdown menu next to the folder name delete file can be accessed from the dropdown menu next to the filename create sharing link allows internal cloud users to create a sharing link can be accessed by clicking on the settings dropdown on the top right of the widget open in app/library provides the option to open the file in its respective app (like word, powerpoint, excel) list inaccessible resources this setting is turned off by default when it's off, the widget will only show files and folders that the user has access to — just like your external storage if you turn it on, users will also see files and folders they don’t have access to, but they won’t be able to open them this can be helpful if team members need to know which files exist so they can request access when needed 5\ widget columns define which columns or file headers to display within the widget (such as name, created by, created on, modified on, etc ) the available headers vary by external storage type — google drive, sharepoint, onedrive, etc only the headers moved to the right side of the configuration screen will appear in the widget if left blank, the widget defaults to displaying name, created by, and created on headers here’s how the widget shows the columns that have been selected above 6\ mandatory widget columns this advanced feature allows admins to specify which column values must be filled in when uploading files or folders one can set up these mandatory fields by configuring this setting for example, if you set “title” as a mandatory column, users will be required to fill it in when uploading a new file or folder 7\ file click behavior the action that will occur after the user clicks on a particular file can be defined using this setting preview in salesforce – opens a preview pop up window within the same page to view the file this is also the default option open within library in a new tab – redirects to new tab and opens the file from within your shared drive none – disables file click actions, requiring users to manually download files to view them 8\ widget base path this is an advanced setting that lets users set a default document location to ensure organized content and restricted access it's particularly useful when it is necessary to display only specific files from different levels within the folder hierarchy by setting a base path, you can maintain the folder structure while only displaying relevant files this helps present a cleaner view and restricts access to unauthorized content we recommend reaching out to the cloudfiles support team to get this configuration defined accurately for your use case 9\ file upload restrictions this setting can be used to define what file types are allowed to be uploaded to the widget by default, there are no restrictions if you select one or more file types from the list, all other file types will be blocked from upload 10\ list view control this setting can be used to control how long text will be displayed in the list view this option is only available for certain headers that include a dropdown arrow, such as “created by” there are two possible options clip – text beyond column width gets truncated wrap – entire text will be displayed across multiple lines 11\ resource actions this setting defines the list of actions that can be performed on a specific file or folder within the widget when a user clicks the dropdown next to a file or folder name, a list of default actions —such as rename, move, share, download, etc — is displayed in addition to these, admins can define custom actions using salesforce flows these custom actions can be added to the same dropdown list and offer extended functionality based on business needs flows can either be autolaunched (running in the background without user input) or screen flows (which involve user interaction) for example, a custom action could allow users to attach a selected document directly to an email, triggered right from the widget the default and custom actions appear on clicking the dropdown beside the file name 12\ list actions list actions work like resource actions but apply to multiple selected files or folders only “move” and “share” options are provided as default, but other custom actions like “bulk delete” can be set up using user created flows