File Upload in OmniScript | File Input | ContentDocumentLink Object | Salesforce OmniStudio Vlocity

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  • Опубліковано 17 жов 2024

КОМЕНТАРІ • 19

  • @JosephBubel-w3u
    @JosephBubel-w3u 6 днів тому

    Is there a way to pre-populate the File Upload attributes with existing content?
    I can get this to work ONLY if I am dealing with a saved session. But no success when I pass a contextId without a saved session. Here is my JSON I am setting prior to the Document Upload Screen:
    "Bid_Package": [
    {
    "data": "069BZ000002SM2dYAG",
    "filename": "TestFile.pdf",
    "size": 18495,
    "vId": "068BZ000002PhdiYAC"
    }
    ],
    where Bid_Package is the name of the File Upload component.
    Thank you in advance

  • @brandontoledo1405
    @brandontoledo1405 Рік тому +1

    Nice video, really helpful, do you know if there is a way to rename the document from the dataraptor, preventing the users to upload documents with complex names ?

    • @lettyguillens
      @lettyguillens 10 місяців тому

      Hi Brandon! how you doing... so.. did you found any option to to that requiremt? I mean... to rename de document... TIA!

  • @skyjacker1992
    @skyjacker1992 Рік тому +1

    Hi, I have implemented the solution but since the input file is not mandatory, I'm getting this error: These fields are required: [LinkedEntityId]. How can I avoid the insert of the contentDocument when the user does not insert any file?

    • @SalesforceV
      @SalesforceV  Рік тому +1

      If you are getting error while inserting the record without file upload, try bifurcating the insert logic based on file upload status. If user does not upload a file use separate Post Action Element. Thanks a lot for watching the video!

    • @skyjacker1992
      @skyjacker1992 Рік тому

      ​@@SalesforceV you mean using this infos? "data": "", "filename": "", "vId": "", "size":

  • @awaismajeed5202
    @awaismajeed5202 11 місяців тому

    Can we use the csv file to save records in salesforce. I am not sure how to transform csv data into json so the data raptor can pick the values.

    • @SalesforceV
      @SalesforceV  11 місяців тому

      Hey that’s an interesting requirement. But my question is, why don’t you use tools like Data Loader and Data Important Wizard if you want to create records using csv file?

  • @RavikantKumar-bh9hl
    @RavikantKumar-bh9hl Рік тому

    Hi, What if File input field is Optional field.
    In my case ,i have a form with several field and two upload file , one is required and other one is not required.If i filled the every filed it is working well but if i left any field of upload file blank ,it is giving error i.e ContentDocumentId is missing.

    • @SalesforceV
      @SalesforceV  Рік тому

      If you are getting error while inserting the record without file upload, try bifurcating the insert logic based on file upload status. If user does not upload a file use separate Post Action Element. Thanks a lot for watching the video!

  • @gaowei4120
    @gaowei4120 2 роки тому

    Thanks for the great video!
    Would it be possible to know how to handle the grouped file upload? for example, I have 2 file upload fields for Id documents and 2 file upload fields for certificates.
    under the hood, there are 2 record types, identify and certificate, for the content version object. Is it possible to populate account, contentdocument link and content version record type together?

    • @srujanajallu902
      @srujanajallu902 Рік тому

      @Gao Wei were you able to fulfill this requirement??

    • @gaowei4120
      @gaowei4120 Рік тому

      @@srujanajallu902 No, I am not able to resolve it by out-of-box vlocity function, but I think lwc can do it.

    • @awesomekj5812
      @awesomekj5812 Рік тому

      Can you have a screen for user to select whether they want to upload identify or certificate doc ....based on that show that kind of upload field and then update it accordingly with correct record type.

  • @harshalkirpal8120
    @harshalkirpal8120 Рік тому

    👍

  • @uzairzakir2141
    @uzairzakir2141 Рік тому

    Thanks for the explanation.
    Can you please show how to link multiple files to a single record using omniscript

    • @srujanajallu902
      @srujanajallu902 Рік тому

      Hi were you able to fulfill the requirement?? If yes, could you please share here. I have a requirement where the user uploads one or more tghan one file.

    • @aasthab7524
      @aasthab7524 Рік тому

      @@srujanajallu902 Hi were you able to upload multiple files? I also have the same requirement.

    • @KrasiIvanov-x2f
      @KrasiIvanov-x2f 7 місяців тому

      It's the same thing, just upload multiple files, it works.