Options: File
Available starting 2.16 release
File component allows user to upload/download single file within the section.
Adding component
Component properties
- Components Basic Properties
- This component has the following specific properties:
- Source Type (1) - must be selected to specify file source, see below
- Fields (2) - allows to configure labels for standard and custom fields of File object, see below
- Allow Preview (3) - .png and .img files preview is displayed when file is uploaded
- Allow Deletion (4) - deletes file when replaced with the new one
- Make Public (5) - any user in SalesForce organization can view & download the file
- Source (6) - shown if Source Type (1) is not "none", see below
- (Available from version 6.0) Allowed types (7) - list of file types application will allow to upload
Allowed types:
- Click "Settings" icon to show a popup with list of most common file types.
- Check necessary - they will be listed in textarea above.
- Also you can specify unlisted file types by typing them manually.
- Click "Apply".
Source Type settings:
- If none of Source Type options is selected, component will only allow to upload new files and will look like the following:
Selecting any of the Source Type options gives an ability to display file already uploaded to the organization. This selection automatically shows "Source" field (6) that allows to configure file source.
- File ID source type: user provides id of the file in SalesForce organization to be displayed on the form. Merge fields or file id can be used.
- Conditions source type: user provides conditions to query the file to be displayed on the form.
Note: when Source Type is set to "Conditions", the proper file will be shown in this component only if it is related (added to the file list) to the record which form is shown for.
Fields:
- Use Fields settings when you need to add default values to the file fields. Fields can be editable or read only. User can use merge fields or static values to provide default field values.
If you use fields for the file existing in Salesforce organization (i.e. with File ID/Conditions source type) default field values will be displayed only when corresponding file properties are blank, otherwise it will be overridden by file properties. If component is used for uploading new files (i.e. source type is blank) default field values will be always displayed.
See Salesforce documentation about files.
Note: "Required" settings (8) are available from release 6.0.
Above setup will result following component view:
Validation rules:
- This component has no validation rules
Events: Form Input Events
Conditional styles
- Form components conditional styling
- This component has following conditional styles available:
- hide
- show
- required
- disable
- clear
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