Upload
Overview
The Upload component allows a user to attach Files or Attachments to a record within Salesforce. Upload components may be placed within a one or two column section, but they will always occupy the entire width of a section.
Upload Configuration
Below are the configurable attributes of the component.
| Field | Description |
| Field label | Enter text that will appear to the left of the component. |
| Upload as | Select File or Attachment. If you are using Lighting, then you should always use Files, since Attachments are not searchable or editable in Lighting. |
| Multiple | Controls whether multiple files can be uploaded. If “False,” then the option to add a new document will be removed after a file has been uploaded. If “True” then a user can upload multiple files. |
| Maximum File Size | Set the maximum size of a file that may be attached. |
| Supported File Format | Set the file formats which may be uploaded. |
|
Description (Admin) |
Description for backend users. To explain the function of the component on the page |
| Required |
Set conditions under which an upload will be required |
| Rendered |
Set conditions under which the upload option will be visible |
| Allow Upload |
Sets conditions under which the “upload” button will be rendered (in case, e.g., the component is being used to provide a link to a document already uploaded) |
| Delete Attachment(s) |
Sets conditions under which the delete (garbage can icon) is rendered |
| Instructional Text | Enter text that will appear next to the field |
| Upload Parent Source | This field defines to which record the uploaded document will be added
in the Notes & Attachments or Files related list.
|
| Data Set | Select the Data Set that selects the record to which the uploaded items should be attached |