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File Collections

[API Docs] [SDK]

File Collections introduce a fast, intuitive way to group and access files as you work inside entities. They adapt to an org’s workflow, shared and / or personal, and make organising files as simple as drag & drop. And there are two flavours:

Global Collections​

Global collections are created from the Label Builder in the 'File Collections' tab. They can also be created using the Taxonomies functionality and API. When creating a global file collection only a taxonomy classification is required to be created - no taxonomy family.

They are created with a hard association to a schema (opportunity, order etc) and they are shared for the entire organisation. A file added to a global collection is only in that collection for the added entity. It is used to provide a common set of collections that schemas might require on a common basis.

Global File Collections

User Collections​

User collections are created from the Files area of an entity that has the files capability. They can also be created using the file collection facade API that simplifies collection creation.

They are unique to the user who created the collection and have a hard association to a schema (opportunity, order etc). This allows a user to create quick views on files of their choice.

User File Collections