Version: eXtendFiles 1.7.0 with Amazon S3, Google Cloud Storage, Microsoft Azure Blob Storage, Oracle Object Storage
Audience: Administrator

Overview

eXtendFiles, along with a compatible storage provider, allows you to upload files to different folders within your backend file storage. Users can then choose their desired folder when uploading files through eXtendFiles.

Configuration

Step 1: Script Deployment Configuration

The folder upload feature requires two script deployments. Check if these already exist before creating new ones.

Deploy User Event Script

1. eXtendFiles User Event
   
   1. Navigate to Customization → Scripting → Scripts
      
   2. Find and open the script titled eXtendFiles User Event
      
   3. Click Deploy Script
      
   4. Configure the deployment with these settings:
      

      1. Applies To: eXtendFiles - Folder Information
         

      2. Status: Released
         

      3. Audience: All Roles
         

         
         

Deploy Client Script

1. eXtendFiles Client Script
   
   1. Navigate to Customization → Scripting → Scripts
      
   2. Find and open the script titled eXtendFiles Client Script
      
   3. Configure the deployment with these settings:
      

      1. Applies To: eXtendFiles - Folder Information
         

      2. Status: Released
         

      3. Audience: All Roles
         

         
         

Step 2: Workflow Configuration

Enable the included workflow "eXtendFiles - Folder Information [S]" by setting it to "Released" status. This workflow prevents configuration modifications to protect your configuration

Step 3: Record Configuration

Create Folder Information Records

1. Navigate to Customization → Lists, Records, & Fields
   
2. Find the eXtendFiles - Folder Information custom record and create a new record
   
3. Set up the eXtendFiles - Folder Information record with these fields:
   
   1. Name: Enter a descriptive name that users will see when selecting this folder
      
   2. Folder ID: Specify the folder path in your storage
      
      1. Example 1: For a simple folder use folderA/{uuid}
         
      2. Example 2: For nested folders, use folderA/folderB/{uuid}
         
   3. Bucket: Select your storage bucket from the dropdown. Note: The bucket dropdown shows only buckets configured in the eXtendFiles configuration page
      
   4. Region: (Auto-populated based on bucket)
      
   5. Store: (Auto-populated based on bucket)
      

Important Notes:

• Folders will be automatically created in your storage if they don't exist upon file upload
  
• After creation, you can only edit the record name - other changes require creating a new record
  
• It is recommended to use {uuid} as a subfolder to prevent the overwriting of existing files when a file with the same name and extension is uploaded in the same folder. See Saving Files in UUID-based folders in eXtendFiles for more details.
  

Enable Folder Sharing Rules (Optional)

If you want to allow only certain roles or employees to access certain folders, configure Configure Folder Sharing Rule in eXtendFiles.

Configuration Checklist

• User Event Script deployed
  
• Client Script deployed
  
• Workflow set to Released status
  
• Folder Information record created
  
• Folder Sharing Rules enabled in eXtendFiles Configuration (optional)
  

Troubleshooting

• If eXtendFiles - Folder Information fields are locked during edit: This is normal - the workflow prevents modifications to protect your configuration
  
• If you need to change settings: Create a new record instead of modifying existing ones
  
• If folders aren't appearing: Verify your bucket configuration in the eXtendFiles Configuration