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File Upload

A data component, the File Upload component allows end users to upload and associate files as fields within a record, or remove uploaded files. In some cases, files can be listed in a table, allowing users to click and preview the file; or, a File Upload component can allow users to add an image, such as for a user profile.

Using the File Upload Component

After adding a File Upload component to the page, set the File Properties. End users can upload files by clicking the Upload button and browsing for the file, or files can be dragged and dropped into the upload area.

The File Upload component can be adapted to many uses. The key to its versatility: how you set the Parent Model and File Storage Locations. For example:

  • With the Parent Model set as None, choose a connection and (when permitted) the file storage location. Files will then be uploaded into the specified location in the connection.
  • Specifics about using the File Upload component with Google Drive and uploading files.

Using with the Salesforce connector

The File Upload component has specific properties and options when used with a model on a Salesforce connector.

Let end users add images with File Upload

While the Image component is an obvious choice when adding images to a page, it doesn't allow end users to add or edit the image at runtime. The Salesforce connector provides File Upload properties that allow users add/edit/remove an image on a page—for example, add a profile photo on a user detail page.

Set the File storage location to In field on record, and Display as to File preview/image. Then, select a reference field where the uploaded image will be stored (depending upon the object, you may want to create a new field in Salesforce for this purpose). Users will see an upload box with a default image (also set in the properties pane). They can click this to add their photo; once the image is present, they can delete it or replace it with another.

Properties

Component properties

Troubleshooting