Version: eXtendFiles 1.6.2 or above with Amazon S3, Azure Blob Storage, or Oracle Object Storage
Audience: Administrator

Overview

With eXtendFiles and an applicable storage provider, you may upload files to different folders within your backend file storage.

To upload files to different folders you will first create eXtendFiles - Folder Information records within NetSuite. eXtendFiles users will then be able to select the applicable folder during eXtendFile upload.

Record Configuration

  1. Go to Customization → Lists, Records & Fields → Record Types → eXtendFiles - Folder Information → New.Image Placeholder

  2. Configure the fields on the eXtendFiles - Folder Information record:
    1. Name
      Assign a name to this folder information record. This name will be used by users to interact with the folder by selecting it during file upload or when viewing which folder a file is contained in.

    2. Folder ID
      Specify the folder name (including its path) in your backend storage.
      1. Example 1
        If the folder name is folderA and it is located within the root folder of the bucket, you only need to specify folderA.

      2. Example 2
        If the folder name is folderB and it is located within folderA (which is in the root folder of the bucket), use the following format: folderA/folderB.

    3. Bucket
      Select the bucket where your folder is contained or where you would like to create it.

      Note: The available buckets in this list are populated based on the buckets configured in the eXtendFiles Setup page. If you do not see the desired bucket in this list, please contact your NetSuite Administrator to configure it with eXtendFiles.

    4. Region
      This field will auto-populate based on the selected bucket.

    5. Store
      This field will auto-populate with the storage type which has been configured for eXtendFiles.
Note:
  • If the folder ID is not present in your cloud storage, the folder will be created in your bucket upon uploading an eXtendFiles record.
  • Once a folder record is created, it is restricted from being edited. However, you can modify the name of the record. To make changes, you will need to create a new record and mark the existing one as inactive or delete it.

Script Deployment Configuration

In order for the folder upload feature to operate, script deployments must be created to ensure that the necessary scripts are available and running.

Note: check if the script deployments have already been created prior to creating the script deployment below.

  1. eXtendFiles Record FileUpload User Event
    1. Go to Customization → Scripting → Scripts.

    2. Find the script file titled eXtendFiles Record FileUpload User Event and view it.

    3. Click the Deploy Script button.

    4. Deploy the script against the Applies To record type of eXtendFiles - Folder Information, with a Status of Released, and for All Roles as the Audience
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  2. eXtendFiles Client Script
    1. Go to Customization → Scripting → Scripts.

    2. Find the script file titled eXtendFiles Client Script and view it.

    3. Deploy the script against the Applies To record type of eXtendFiles - Folder Information, with a Status of Released, and for All Roles as the Audience.
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Workflow Configuration

A workflow called eXtendFiles - Folder Information [S] is provided with the bundle. This workflow disables all fields of the eXtendFiles - Folder Information record, preventing users from updating the record. Ensure that this workflow is in the "released" state.

This was done to prevent changes to the existing folder information record. Changing information on this record would affect the eXtendFiles file upload functionality.