Prerequisites:

• sFiles Enterprise License
• Understanding of custom flows and creating invocable methods
• Use the sFiles Enterprise lightning component. (As opposed to the "Standard" component)

Use Cases

• You need to provide your users with the ability to update SharePoint field values from within the salesforce UI.
• You need to allow your users to hide or unhide files from Experience Cloud users.
• You need to be able to customize sFiles functionality by leveraging the sFiles API for additional functionality.

Custom Action Design Concept

Custom actions are designed to allow users to trigger custom flows (Screen flow and Autolaunched) to pass SharePoint record context to Salesforce Functionality. 

In the image below, clicking on the arrow button on an sFiles row can provide the user with additional actions to take regarding the record.  


See the architecture diagram below:

Steps to Setup a Custom Action

1. Create a flow that has two string input variables:
   1. rowInfo
      
      
       
   2. recordId
      
      
      
      
2. In your flow, call the sFiles Parse sFiles Item method.
3. Input the rowInfo as the stringInput to convert the serialized row info into a usable object.
   
   
   
   
4. Now you can use this data to run additional automation, call apex methods, or create/update records in Salesforce. 
5. As the final step of building your flow, create and populate a fileforcem1__FlowOutputPayload output variable called output. 
   1. 
6. In your flow, set the parameters on the output variable based on the result of your flow.
   1. The below table shows all available properties and the example on how to set them.
      
      

      fileforcem1__FlowOutputPayload Parameters
      refresh
      list	the sFiles list view will refresh.
      component	The entire sFiles component will refresh.  This is sometimes needed if the flow made changes to the Salesforce record.
      page	The page will refresh.  This is helpful if you want to force other components on the page to refresh.
      messageType
      info	Displays a gray, info toast notification when the flow is complete. (This is the default message type.)
      success	Displays a green, success toast notification when the flow is complete.
      error	Displays a red, error toast notification when the flow is complete.
      warning	Displays a orange, warning toast notification when the flow is complete.
      modal	Provides a modal window that can display plain text or HTML when the flow is complete.
      openUrl	Opens a new tab to the URL specified in the message parameter.
      message
      When messageType is set to "success", "error" or "warning"	Use plain text for this property to display a message in the toast notification.
      When messageType is set to "modal"	Use plain text or html for this property to display a message in a modal.
      When messageType is set to "openUrl"	Input the full destination URL into this property.

      
      
      
      
      
7. Once the flow is created and activated, go to Salesforce Setup > Custom Metadata Settings > click 'Manage records' next to Sharepoint Object Settings > Select your object.

• Edit the field, "Custom Flow Actions"
  
  
  
  
• Add an action with the following syntax: 

  Label for function:Function_API_Name

  To input multiple custom flow actions, separate these values with a comma.

You can test your function by navigating to a record of the configured type and clicking the Drop-Down arrow by a row in sFiles.

For more information, see the following resources:
sFiles API Reference (For object reference)
sFiles Custom Action Repository (a working example with all the correct settings to get you started)