Drag a file into a Connect conversation

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.

Avant de commencer

Role required: none

Pourquoi et quand exécuter cette tâche

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.

Procédure

Drag an item in a Connect mini window.

To drag a record from a list, drag the 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.