This lesson will cover the following topics:

02 | TFile
03 | Flows

01 Getting Started

This tutorial covers the TFile Object that comes as part of the Titan Files package. TFile is a vital component of Titan Files.

02 TFile

A TFile record is created whenever you upload a document to any object that is configured with Titan Files. You can see important information about the TFile Object by navigating to your object manager and selecting TFile. In the Fields & Relationships tab, there are the following labels: 

  • ContentDocumentid - This is the ID of the file you uploaded. You can use this to delete the uploaded file.
  • ContentVersionid - This can be used to retrieve the content of an uploaded file.
  • Created By - This is the name of who created the file.
  • File Extension - This holds the file extension and can be used to filter files in your flow.
  • File Name - This is the file name and can be used to filter files in your flow.
  • Last Modified By - This is the name of the last user to modify the file.
  • Owner - This is the user that owns the file.
  • Parent Object - This is the object that the file was uploaded to. This can be used when creating separate flows for files that were uploaded to different objects such as contacts or accounts.
  • Parent Recordid - Allows you to interact with the record where the file was uploaded.
  • TFile Name - This is the name of the TFile Object.

Tfile - Fields and Relationships screen

03 Flows

1. Navigate to Process Automation Flows and click New Flow.

Flows setup window with new flow button highlighted

2. Select Record Triggered Flow and click Create.

New flow window with Record-Triggered Flow highlighted

3. Select TFile as the Object, this means that the creation of a TFile record is the trigger. You can also create any condition using Salesforce Objects. For example, only Files in the Accounts object must trigger this flow.

Flow builder setup

Now, you can insert a File Action Node.

Inserting the file action node

We used Account as the Label and the Parent Object.

New apex action window config

Click on the Settings icon to start configuring your settings. Click on the Static Variables tab, here you can see that the same Field & Relationships Objects are set up as static variables.

Settings screen

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