Widget Flow Actions in CloudFiles

introduction enhance automation with cloudfiles' custom actions through internal widgets in salesforce, allowing you to trigger screen flows or autolaunched flows directly from the widget you can configure both resource actions (for individual resources) and list actions (for multiple resources) to streamline your document management workflows list action prerequisites ensure you have the following ready before setting up widget flow actions access to the cloudfiles document management app in salesforce required flows (screen flow or autolaunched flow) configured in your salesforce environment familiarity with creating flow input variables setting up widget flow actions in cloudfiles widget follow these steps to configure list actions in the cloudfiles widget step 1 open widget configuration navigate to the cloudfiles document management app open the "widget configuration" page step 2 locate resource / list actions section scroll to the bottom of the page, where you'll find the resource actions & list actions section refer to the image below for a visual understanding step 3 specify attributes for actions for each action (resource or list), specify the following attributes label the name of the action displayed on the widget flow url the url of the flow to be triggered note the flow url format is /flow/cloudfiles add to approval pack flow type select the type of flow from the dropdown (screen flow or autolaunched flow) step 4 create flow variables to pass selected resources (files/folders) and the current record id to the flow, create the following two variables for resource actions resource type variable data type apex defined apex class clds resource allow multiple values (collection) false available for input true recordid type variable data type text allow multiple values (collection) false available for input true for list actions resources type variable data type apex defined apex class clds resource allow multiple values (collection) true available for input true recordid type variable data type text allow multiple values (collection) false available for input true note you can choose any name for these variables; the suggested names are for guidance note you can also use a string variable, which can be static text or {!recordid} referencing the current record id from which the action is invoked step 5 using flow urls you can then use the flow url in this format for resource action /flow/cloudfiles add to approval pack?resources={!resource}\&recordid={!recordid} for list action /flow/cloudfiles add to approval pack?resources={!resources}\&recordid={!recordid} when the user clicks the resource action or list action, your flow will be triggered with the variable values passed into the flow variables refer to the images shown below