Version: eXtendFiles 1.7.0 and above
Audience: Administrator

Overview

eXtendFiles provides a feature to allow you to specify the criteria for the files which will be shown in the File Picker. This allows you to show or hide particular files based on their associated field values.

Saved Search Creation

Create a saved search against the "eXtendFiles" record type and add the criteria for the files you want to be included in the File Picker.

File Picker Configuration

  1. Go to eXtendTech → eXtendFiles → eXtendFiles Configuration page.
  2. Select the File Picker page from the lefthand navigation column and select your saved search in the "Filter Search Name" field. If one does not yet exist, use the link to create a new saved search.
  3. Click Save.
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After configuration, the File Picker will show eXtendFiles which meet the criteria of your saved search.