In a Nutshell
The File Library is used to upload and manage the files used in the checklist templates created in the Knowledge Management application.
The File Library is located in the Service Cloud.
Uploading Files for Checklist Templates
1. Add File
It is in this screen where you will enter information about the file. Please note that the file itself will be uploaded in the Add File Revision screen. The information entered here determines the behavior of the file and provides key meta details.
|Title||Required. The title of the file.|
|Code||Required. The unique code associated with the file.|
|Created||The date and time on which the file was created.|
|Updated||The date and time on which the file was updated.|
|Auto-downloadable||Yes or no. By selecting
|Cacheable||Yes or no. By selecting
|Shareable||Yes or no. By selecting
|Description||If applicable, the description associated with the file.|
|Owners||If appliable, the owner/s of the file. Relevant permissions for the
2. Add File Revision
It is in this screen where you will upload the file that can then be used in the checklist template. A file revision can only be created AFTER information has been entered and saved in the Add File screen.
Please note that you must save the file upload before you can link it to objects.
|File||The name of the file. This name is input when creating the file.|
|Title||The file’s title. This will display in the checklist template.|
|Revision||Required. The revision number of the file.|
|Language||Required. The language of the file. If there are multiple revisions with unique languages, these will then be associated with translated checklist templates.|
|Latest Revision||Yes or No. Used to indicate whether or not the revision represents the most current revision.|
|Status||Active or inactive.|
|Description||If applicable, the description of the revision.|
|Atachments||The file attachment associated with the revision. This file attachment will be available in the checklist template.|
3. Add Linked Objects
After successfully uploading a file, you can then select the object with which you wish to link it.
For example, you could select the
+ icon beside the search bar:
You can then select
Checklist Template from the list of values and select relevant checklist template from the list of available records below.
You will then select the ✓ in the link objects screen to complete the object linking.
The file will now be associated with the checklist template record.