Document Management & Sharing
Features

Utilize CloudFiles widget in Custom Screen Flows

Detailed below is a common use case that explains how to use CloudFiles widget effectively with screen flows to display related files on a record.

Use Case:

A company wants to ensure that folders and files attached in an Account’s CloudFiles widget are easily accessible from related Contact records. Since the files and folders are attached on the Account instead of the contact, directly adding the widget to the Contact's record page will not be useful. Instead, we utilize a screen flow which embeds the widget. This is how the flow builder looks:

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Search for CloudFiles in the Components tab in a screen element and drag and drop the first component named CloudFiles

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Use a Get Records element to dynamically get the related accountId and pass it through the Record Id parameter of the component Add this screen flow to your target Contact record page and you'll be able to see Account related files directly from the contact record.

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