24Files Customer Documentation

24Files Summer '23 Release

Example Flow to Migrate Existing Salesforce Documents to SharePoint via 24Files

Benefit:

An easy to understand example on how to use our global functions to perform a migration using 24Files.

Description:

An example flow is added as an example on how you can use our global functions to perform a migration using 24Files. The flow will retrieve records from a type (e.g. contacts) and creates the default folder structure for those records. After this is done, the Salesforce documents are uploaded to SharePoint.

The different steps in the flow are:

  1. Select object & ask email address

  2. Retrieve files from object

    1. Add files to List

  3. Upload files → starts batch class

The flow is called “Migrating_Existing_Document_to_24Files”.

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The example flow “Migrating Existing Document to 24Files”.

Preview Files

Benefit: No re-direct to SharePoint, on page display of the file.

Description: By clicking on the “Quick Preview” button in the dropdown, the file will be previewed on page.

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Preview your file on page in 24Files.

Benefit: Quick on page generation of shareable public link to a file.

Description: By clicking on the “Copy Public Link” button in the dropdown, a public shareable link will be generated and copied to your clipboard. The link allows to download the file.

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Generate a shareable public link in 24Files.

Drag & Drop Files instead of using the upload button

Benefit: Flexibility to drag and drop a file or select a file from a repository.

Description: Easily select a file from your desktop and drag it into the upload file section.

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Select or drop files

Clickable Files Titles

Benefit: Less clicks for the user.

Description: Open a file in sharePoint when clicking on the name in 24Files.

Layout Improvements

Benefit: Less clicks for the user.

Description: The "Open SharePoint" button is now visible next to the "Upload files" button iso in the dropdown.

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By clicking on the SharePoint icon you will be navigated to the relevant space in SharePoint.

Permission Set for Community Cloud Users

Benefit: Easily configure community users to use 24Files.

Description: Permission set for community cloud users has been added. The permission set is called “24Files Community User”.

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Permission set “24Files Community User”.

Sub Releases

  • v4.200

  • v4.201

  • v4.203

  • v4.204

  • v4.205

  • v4.206

  • v4.207

  • v4.208

  • v4.209

  • v4.210

  • v4.211

  • v4.212