3.1 Release Notes | S-Drive Documentation

Released 8/28/2024

Upgrade Notes

If you use File/Attachment Sync, you’ll need to restore your settings. It’s a click of a button.

Go to SDrive Configuration - Micro Services Tab
Scroll down to File/Attachment Sync and click on the Configure Sync button
On the new page that opens, under General Settings, you’ll see a message that you need to update your File Sync Settings. Click the Restore Sync Settings button

See Upgrade Paths when upgrading from other releases.

New Features

Custom File Object Creation

If you want to use S-Drive on an object other than Account, Contact, Case, Lead, Opportunity, you must create a custom file object. You can now do this with the click of a button.

Go to S-Drive Configuration General Settings tab
Under File Settings, click “Manage” next to S-Drive File Objects List
Under Generate New File Object, choose the parent object and click the Generate Object button.

For details, see Create S-Drive File Objects

Slim Upload

This new upload user interface is used automatically for mobile, and can also be chosen when using S-Drive on a desktop.

When configuring the S-Drive component, check the box for Slim Upload checkbox.

Enhancements

Docufetch Enhancments

Docufetch in Digital Experience Site

You now have the option of having Docufetch links take Requestees to your customer community site, where they would login to see the request. Docufetch can still be set up to use your public share site, which requires no login.

Docufetch UI Enhancements

Easier for requester to view items and accept/reject
Improved search on templates when request is created from Template
Improved UI on Mobile

Docufetch Template Enhancements

We’ve made templates easier to use.

You can share templates manually
When choosing to create a request from a template, you can search the list of templates
You can search for items within a template
You can edit templates

The Salesforce Admin can now configure whether the S-Drive Jobs toolbar buttons shows for users. There is a checkbox to configure this in the S-Drive Lightning component configuration on the Lightning page.

S-Drive Flow: Create Folders private setting

You can now set a folder to Private when creating it in a Flow. This way, the folder will not show for external users.

Copy URL

You can now choose an expiration date when using Copy URL in Lightning

Bug Fixes

Fix Classic Copy URL expiration date
Fix Copy URL expiration date S-Drive config page issue
Fix Custom field names causing errors when similar to package fields
Fix Docufetch page issues if not refreshed
Fix Docufetch component error message not displayed properly
Fix Lead conversion failing if user doesn’t have Edit permission on Lead File
Fix S-Drive search not finding results
Fix S-Drive search fails if any fields are not accessible
Fix Deleting Note causes file sync error
Fix Deleting File causes error if user doesn’t have certain permissions
Fix Double file extension on file sync
Fix Duplicate check on folder creation in flow not working
Update SDriveTools API getS3Endpoint for FIPS
Fix Docufetch progress bar not updating

Deprecated

None

Retired