sFiles EnterprisesFiles Standard

Copying/Moving Items to different SharePoint Locations in the UI

Give your internal users the ability to copy or move files and folders directly from Salesforce instead of navigating to SharePoint.

  • Jan 17, 2023
  • Knowledge
Title
Copying/Moving Items to different SharePoint Locations in the UI
URL Name
Copying-Moving-Items-to-different-SharePoint-Locations-in-the-UI
Article Body
When a user clicks Copy or Move on an item, they are presented with a popup that allows them to choose from folders in the document library.  Enterprise users are also able to select from Sites and Document Libraries that their associated Microsoft user has access to.  This powerful ability may not suit all business needs, so it can be enabled or disabled by an administrator.
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To Configure

1. Navigate to Custom Metadata Types and click SharePoint Object Settings.
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2.  Click Manage SharePoint Settings.
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3. Choose the object name that you wish to configure.
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4. Click Edit to access the Permissions field..
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5. To move items, add MoveItems to the comma separated list.  To copy items add CopyItems to the list.
6. Save the settings.
Configuration Note: If you want to limit the ability for a user to select the site or document library when they move a file, you can change the "Site / Document Library Selection Level" in the app builder for the sFiles enterprise component.
Other CustomizationCustomizationOther
sFiles Features
Other
Preview a SharePoint File from within Salesforce
Set Up sFiles On Task & Event Objects
Getting Sites by Group in Flows
Adding Permissions in Flows
Label Translation Resource Guide
How to set up sFiles on a sub-object
Managing Access when Account Team Members Change
Adding Permissions in Apex
Id Search Utility: Searching by path
Using the Id Search Utility
Create Sharing Links
About Managing Item Access
Lightning App Builder Configuration Reference
Share files or folders via email
Initial folder structure JSON format
How to automatically set values in SharePoint columns from sFiles
Managing Access when a Record Owner Changes
sFiles Salesforce Id Linking
sFiles Support for SharePoint Columns
How to Track the Setup Status of Large Initial Folder Structures
Set up multiple different Object configurations on a single object
Automatically Creating a Parent Folder in SharePoint When A Child folder Requires it
Removing Permissions in Apex
Extracting a CSV listing of Ids for a SharePoint folder
Auto-Write the SharePoint URL to a Salesforce Record
sFiles Custom LWC Uploader Reference
About Getting Sites
Creating Groups in Flows
Customize Labels & Translate sFiles into Another Language
sFiles Custom Actions
How to dynamically link root folders from formula fields
Set specific child folder as record default
sFiles Settings Overview
About Creating Groups
Using the Custom Column Utility
Getting Sites by Group in Apex
Creating Groups in Apex
Removing Permissions in Flows
Copying/Moving Items to different SharePoint Locations in the UI
Hide warning message when a validation rule prevents record save
Manually set SharePoint columns
Writing Salesforce User fields to SharePoint Custom Columns
Change file conflict behavior