Cloud file configuration record form

Update the access permissions for a record in the Cloud file configuration record form.

Cloud file configuration record form

For a description of the field values, see the following table.

Table 1. Cloud file configuration record form

Field	Description
Name	Name of the Cloud file configuration record. For example, Engagement document access.
Table	Table used for the Cloud file configuration record. For example, Engagement [sn_audit_engagement]. For all the files used in this table, the access permissions are configured in this form.
Provider	Provider for the Cloud file configuration. Location where the files are present in the cloud. The default option is OneDrive default.
Order	The precedence of executing the configuration relative to another configuration with similar criteria when both the configurations apply to a record.
Active	Option to mark the record as active.
Filter condition	Condition used to create the document access record. A sample condition would be: "State" "is one of" "Open, Work In Progress, Review."
File upload location
Folder structure	Folder path to which the cloud files must be uploaded. The folder structure can be set up using static text and dynamic variables.
Fields	Field picker that lists all the fields from the selected table.
File location type	Default document library in the Microsoft SharePoint site where the files will be uploaded.
Field location ID	ID of the selected file location type mentioned in the File location type field.
Settings
Cloud actions conditions	Cloud actions such as Link cloud file or Upload files to cloud, which will be displayed in the Cloud files tab based on the selected condition.