Drag a file into a Connect conversation

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Drag and drop functionality in Connect Chat and Connect Support provides an easy way to share external attachments and links or items from within your instance.

    Before you begin

    Role required: none

    About this task

    You can drag several things from within an instance, including items from the application navigator, records or breadcrumbs from lists, and Visual Task Boards from the My Task Boards page.

    Procedure

    Drag an item in a Connect mini window.
    To drag a record from a list, drag the reference icon (Reference icon), the record number, or a reference column value.

    Connect accepts the same file extensions as the platform. For more information, see Add and manage attachments.