Release Notes for All Releases

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

SDrive Jobs Toolbar button is now configurable

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

None

Patch Releases

3.1.1

• Fix File Sync file deletion issue

• Fix Site Guest User access to bucket settings

3.1.2

• Fix Guest User upload/sync issue

Released 4/23/2024

Desktop Experience

Upgrade Notes

No action needed when upgrading from 2.27 to this release.

See Upgrade Paths when upgrading from other releases.

New Features

Desktop Experience

S-Drive Desktop Experience, sets up a virtual drive on your local computer where S-Drive files can be accessed.

• Upload files from local storage to S-Drive all on your desktop, without being logged in to Salesforce directly

• Edit files right on your computer with the changes synced back to S-Drive

• Desktop Experience configuration settings determine which objects users see on their desktops, while standard Salesforce permissions and sharing rules apply.

Read more about Desktop Experience (Paid Feature) and contact Sales for more information.

AdobeSign integration with DocuFetch

If you use S-Drive’s DocuFetch document management add-on, you can send files for e-signature with AdobeSign or Formstack.

Enhancements

Exclusion rules on File Sync for Email

When syncing email attachments to S-Drive you can now create rules to exclude some email attachments from syncing. By specifying criteria such as file type or size, you can determine how to exclude email signature attachments. That’s just one use case. You can determine your own rules.

Bug Fixes

• Fix Preview and Thumbnail versioning issue

• Fix folder tree refresh on mobile

• Fix private folders visible in folder tree

• Fix file sync file.png placeholder name issues

Deprecated

None

Retired

None

Released 1/24/2024

DocuFetch

PLEASE READ

If you are using Content Authoring (online editing) do not upgrade to this release. Content Authoring won’t work. It will return in the next release.

Upgrade Notes

Trusted URLs (formerly CSP Trusted Sites)

Go to Setup->Trusted URLs and ensure you have the following URLs listed. Make sure the checkboxes for connect-src and image-src are checked in all of them.

In the following urls, bucketname is the name of your bucket and region is the bucket region (such as us-east-1)

• https://s3.region.amazonaws.com

• https://bucketname.s3.region.amazonaws.com

• https://bucketname.s3.amazonaws.com

• https://s3.amazonaws.com (should already exist)

• For the url https://zip.cyangate.com (which should already exist) be sure that the frame-src box is checked as well as the others.

 

If using SURL/Public Share

• Access your SURL community by going to Setup->Digital Experiences->All Sites and click Builder

• Click into the Visualforce Page component

• On the Configuration window, change Record Id from {!RecordId} to {!sid}
  

  

See S-URL and Public Share Setup for details.

New Features

DocuFetch - Document Collection with optional Formstack integration

DocuFetch provides collection by providing a way to:

• Create a request asking for particular documents to be uploaded

• Send the request link to a user outside of Salesforce, which will provide an upload button for each requested document

• Allow the user to upload one or more documents

• Allow documents that are pre-filled in via merge fields and documents that have been signed via e-signature by the user if Formstack integration is used

• Approve or reject the received documents, and request another document if one is rejected

• Store the user-uploaded documents in S-Drive

• Create document request templates to be used over and over again

Learn to configure and use DocuFetch

Read more about our DocuFetch end-to-end document collection solution:

• https://www.sdriveapp.com/blog/streamlining-document-collection-for-financial-professionals/

• How Document Collection Process for Salesforce Saves Time and Money

E-Signature and merge fields require Formstack Documents (formerly WebMerge) - Document Generation

Control frequency of S-Drive’s Batch Job

S-Drive runs a batch job to calculate storage, which is needed for billing purposes. Previously the job ran hourly. For orgs with many files or many other batch jobs, this could be problematic, as the 24-hour limit on batch jobs could be reached.

There is now a configuration setting to set how often the job runs. It defaults to “auto” which will set the frequency based on the number of S-Drive files and reduce the frequency for more files, as more files require more jobs. It can also be set to 2-24 times/day.

FIPS (Federal Information Processing Standard) Compliance

You can now configure S-Drive to work with AWS FIPS-compliant buckets. https://aws.amazon.com/compliance/fips/

To enable this, your bucket must be in a region in North America. If it is, you’ll see a button on the bucket to enable FIPS. See Managing your Buckets.

In order to use FIPS some endpoints need to be set up:

• Add a remote site setting (go to Setup-->Remote Site Settings) in the form of

  • bucketname.s3-fips.region.amazonaws.com where bucketname is the name of your bucket and region is the bucket’s region, such as us-east-1.

  • Ex: mybucket.s3-fips.us-east-1.amazonaws.com

• Add Trusted URLS (go to Setup-->Trusted URLs)

  • 1️⃣ https://bucketname.s3-fips.region.amazonaws.com where bucketname is the name of your bucket and region is the bucket’s region, such as us-east-1.

    • Ex: https://mybucket.s3-fips.us-east-1.amazonaws.com

    • Make sure to check the boxes

      • connect-src

      • img-src

  • 2️⃣ https://s3-fips.region.amazonaws.com where bucketname is the name of your bucket and region is the bucket’s region, such as us-east-1.

    • Ex: https://mybucket.s3-fips.us-east-1.amazonaws.com

    • Make sure to check the boxes

      • connect-src

      • img-src

Enhancements

File Sync

We have included a number of File Sync enhancements to make this feature more flexible.

Delete Salesforce file after Syncing

This configuration was previously org-wide, but can now be configured by Object. When configured, the Salesforce file that is uploaded and synced to S-Drive will be deleted after the file is synced to S-Drive and put in the AWS bucket.

Exclude file types for Delete after Sync

You can now list file types that should not be deleted after syncing to S-Drive.

Update Chatter posts with sync message

When files are attached to Chatter posts, and file sync is enabled with “Delete after Sync” enabled, you can now choose whether or S-Drive will add a message to the Chatter post indicating that the file can now be found in S-Drive.

S-Drive Email

Type-ahead “To” field with contact records

The S-Drive Email “To” field now features type-ahead and will be a contact record, rather than just a text email address. This will allow the recipient information to be used for merge fields in an email template.

The Additional To field can be used for either internal or external users. When clicking the search icon, Contacts associated with the record will be listed first. to make finding them easier.

Preview template merge fields

You can now preview an email to check that the merge fields are correct, similar to Salesforce email.

After choosing a template, click the eyeball icon to see your email preview with merge fields.

Portal Connection - User no longer needs Modify All Data permission

In your S-Drive Portal Account, the user used to connect S-Drive no longer needs to have Modify All Data permission. This increases security. The user must still have Customer Application, Send Outbound Messages, and access to S-Drive’s apex classes and custom settings definitions. See Installing and Activating S-Drive for details.

File List clickable columns

Until now, the file name was the only clickable column in the S-Drive component. When you click file name, it either shows the file details or opens the file, depending on your configuration.

Now you can make other columns have that behavior. This can be useful if you have a custom field that translates the file name to another language, and you want that custom field to be the one users click on.

See Column Settings: wrapping headings, column widths, clickable columns for more information

Folder Tree Expand/Collapse

You can now easily expand and collapse the folder tree.

Merge Accounts, Cases, Contact, Opportunities even if they have S-Drive files

S-Drive has a trigger on out-of-the-box objects that disallows deletion of a parent record if there are S-Drive files on it. This causes trouble with merging records since the losing record is deleted. We now have a setting to allow deletion of a parent record if it has files. The files on the losing record will be reparented automatically by the merge operation.

We recommend checking the box when doing merges and unchecking when not needing to merge.

Bug Fixes

• Fix Breadcrumbs should not show folders above the folder that was shared via public share

• Fix public share links not opening on mobile

• Fix apostrophe in file name causes error in Lightning Upload

• Fix upload fails when OWD is public read/write

• Fix Copy URL expiration date not respected for long urls on Lightning

• Fix repetitive error message when deleting nested folders without permission

Deprecated

None

Retired

None

Released 1/20/2023

• Folder creation and Shortcuts in Flow

Upgrade Notes

Once this release is downloaded from AppExchange, there are no additional steps to upgrade to this release from the previous release. If you are upgrading from an older release, please refer to Upgrade Paths.

New Features

Create Folders and Create Shortcuts in Flows

You can now easily create Folders and Shortcuts in Flows using S-Drive Apex Actions. This was always possible before by manually filling in all the fields of the new folder or shortcut record, but now it’s easier than ever.

Example Use Cases:

• If you want the same folders on all Accounts, use a Flow with the S-Drive Create Folders Action to create the folder template every time an Account is created

• If you want all Contact Files to have a shortcut on the parent Account, use a Flow with S-Drive Create Shortcuts Action to create a shortcut each time a file is uploaded to a Contact.

For more information, see Flows with S-Drive in the Admin Guide.

Enhancements

S-Drive Email - Related To field now defaults to current record

On S-Drive Email, the Related To defaults to the current object and record.

Set S-Drive Tab attributes in Digital Experience

Previously, the attributes (toolbar buttons, etc) were set using S-Drive Configuration and were the same internally and in the community. Now they can be configured separately.

Use of required fields on Folders

You can now have required fields on a file object and the fields will be shown on folder creation. Prior to this release, you could not have required fields because there was no way to fill the in when creating a folder. Some required fields may only make sense for files, not for folders. In that scenario, we suggest using validation rules.

Improved Admin user interface for bucket management

It’s easier to manage bucket settings with a new edit button on the bucket list on S-Drive Configuration.

Bug Fixes

• Fix Mobile Recycle Bin restore and delete buttons

• Remove “Save” button from Field Settings if user is non-admin

• Fix View Settings don’t work if Enable Fields is unchecked

• Remove Fields button from Public Share component

• Fix duplicate folder upload causes infinite loop error

• Fix inherit sharing checkbox not working when unchecked

• Fix inherit sharing folder owner issue

• Fix Retention Policy configuration error when too many objects

Deprecated

None

Retired

None

Released 10/19/2022

• E-Signature integration,

• Email enhancements,

• Faster upload

Upgrade Notes

Once this release is downloaded from AppExchange, there are no additional steps to upgrade to this release from the previous release. If you are upgrading from an older release, please refer to Upgrade Paths.

New Features

E-Signature Support for DocuSign

With E-Signature, you can send documents out to DocuSign directly from S-Drive and the signed document will be uploaded back to S-Drive.

E-Signature solutions other than DocuSign will be supported in the future.

Enhancements

Expanded Default Email Address

When configuring S-Drive Lightning component, you can now use a lookup to specify the default email address. For example, on a Case, you can configure the default email address to be the Case Contact’s email.

You can also now list more than one email address in a comma separated list

Faster Upload

Processing that takes place before the file begins to upload has been improved, leading to overall improvement the time it takes to upload a file.

Faster Loading for S-Drive Configuration Page

S-Drive Configuration Page and some sub-pages (Preview and Thumbnail Configuration, Bucket Folder Configuration) will load faster. Records Management is now on a separate sub-page.

Sign Up for S-Drive Emails

You may be missing important emails from S-Drive if you are not the person who installed it. Now you can subscribe to our mailing list from your S-Drive Portal Account. You’ll receive critical emails about action you may need to take, along with information about new releases and invitations to our webinars. You can sign up as many people in your company as you like. (Please make sure you have their permission.)

In the Portal (portal.sdriveapp.com) go to the Account Tab and sign up.

Bug Fixes

• Provide error message when accessing a shortcut and the underlying file has been deleted

• Fix thumbnails not showing in mobile

• Fix folder size on compact/mobile views

• Fix file sync not working when file uploaded by guest user

• Fix cleanup when new version upload fails

Deprecated

Retired

• MyDrive - the MyDrive toggle button on S-Drive Tab has been removed. If you used MyDrive, the files still exist in your S3 bucket. If you have any concerns, please Open a Support Ticket.

Released 8/31/2022

The main purpose of this release is to upgrade all the Salesforce Platform API versions that are being retired in Summer '23. There are no new features in this release.

Upgrade Required

Due to Salesforce API version retirements, all S-Drive customers must upgrade to this release (or a future release) before their org rolls over to Summer '23 (in spring of 2023)

For more information on the retirement of these API versions:

https://help.salesforce.com/s/articleView?id=release-notes.rn_api_upcoming_retirement.htm&type=5&release=240

Upgrade Notes

Custom logo on sdrive component change from static resource

Previously, in order to use a custom logo on your S-Drive Lightning component, you needed to upload the logo as a Static Resource. Now you can use a url to define where the logo is. This allows you to put different logos on different S-Drive components.

To make your old custom logo work:

• Go to Setup-->Static Resources

• Find SCustomLogo

• Click View File

• In the browser url bar, copy everything after “/resource”

• In the Logo URL box, type /sfsites/c and then paste the url you copied, so it will look something like this

  • /sfsites/c/resource/1701704605000/SCustomLogo
    

    

If you wish to use a new custom logo that is not a static resource, you will need to add the url to CSP Trusted Sites (Setup-->Trusted URLs.)

New Features

None. This release is mostly for updating Salesforce API versions. It has some small enhancements and bug fixes.

Enhancements

Custom logos can be different for different S-Drive Lightning Components

Previously, if you wanted to use a custom logo on your S-Drive Lightning component, you had to use the same logo everywhere. Now you can use different logos on different components.

To use a new logo:

• get the url of the logo wherever it resides

• put that url in the S-Drive Lightning configuration as shown above.
  

  

• Add a CSP trusted site so the logo can be found

  • Go to Setup-->CSP Trusted Sites

  • Click New

  • Add the url of the site where the logo resides

  • Make sure the checkbox for images is checked
    

    

Open in S-Drive button goes directly to file

When using the Lightning component S-Drive for File Objects, the Open in S-Drive button will now go directly to the detail view of the file on the parent page, rather than to the file list. This way, if you file is several folders deep or one of a long list of files, you will be taken directly to the file.

Bug Fixes (2.21 and 2.21.1)

• Fix video previews not showing on file detail page

• Fix “enable auto upload” not working

• Fix preview and thumbnails when new version with same filename is uploaded

• Fix breadcrumb navigation not working on file detail page

• Fix Tag field not showing when editing file details

• Fix S-Action custom label not working when file type is configured

• Fix S-Action showing on detail page for disallowed file types

• Fix Duplicate rules not respected for folder upload

• Fix Uploading empty folder shows nothing (documentation fix only--message shown on upload screen)

• Fix Compact View thumbnails not showing correctly

Released 5/27/2022

Upgrade Notes

New Lightning Upload

The new Lightning upload is turned on by default. To use it, a CSP trusted site is needed.

Required: Add 2 CSP Trusted sites:

• Go to Setup--> CSP Trusted Sites

• Add a url in the form https://s3.region.amazonaws.com where region is your bucket region (such as us-east-1)

• Check the boxes as shown in the image

• Click Save and New

• Add a url in the form https://s3.amazonaws.com

• Click Save
  

  

New Features

New Lightning Upload Component

• Our new Lightning Upload component allows for more features and enhancements when it comes to uploading files, including Folder Upload and Bulk Field Update.

• Buttons have been added at the top for ease of use.

• The chrome flag that had to be disabled (chrome://flags/site-isolation) to use drag and drop does not need to be disabled any longer with Lightning Upload.

• Clickjack settings (Setup-->Session settings) that had to be unchecked with our visualforce upload page can be checked with the Lightning upload page. However S-Drive manual sharing will still need Clickjack protection off to work.
  

  

FOLDER UPLOAD

• You can now drag and drop a folder with subfolders to upload, and the folder structure will be preserved in S-Drive, instead of having the files all uploaded to the Home level.

You must first click the Upload button, then drag and drop. You cannot drop folders directly onto the S-Drive component if you want the folder structure to be preserved.

BULK FIELD UPDATE

• When uploading multiple files, you can bulk update fields on the upload page
  

  

STANDALONE UPLOAD COMPONENT

• The new S-Drive Upload Lightning component can be used as a standalone upload component. This can be useful for allowing customers to upload files in a digital experience without showing the full S-Drive file list or to have a component that is always ready to have files dropped without having to click on the main component.

• If there is no standard S-Drive Lightning component on the page, users will not see a list of uploaded files.

• To use this, edit the object lightning page and drag the SDriveUpload component to the page.

• See S-Drive Upload Standalone Component for more information.

BETTER DISPLAY OF ERROR MESSAGES

• Error messages are now displayed at the top instead of having to hover over the yellow bubble

If you wish to use Legacy Upload, there is a checkbox for that when you configure S-Drive on your Lightning page.

Notifications to Admins when org is disconnected

When your org is disconnected, you can now receive an email notification.

• Got to Setup-->Custom settings

• Find SDriveEmailNotificationSettings and click Manage

• If there is not already a setting called EmailList, create it

  • Click New

  • Name=EmailList

  • Value: add email addresses separated by a semi-colon, for example jane@abc.com;bob@abc.com

  • Click Save

Enhancements

S-Drive Email

S-Drive email replaces the visualforce email page when using the email envelope icon on the S-Drive toolbar. It also have some enhancements.

• Lightning Email templates are available

• Quick Text is available
  

  

  
  

• “From” field can be any org-wide email address
  

  

  
  

Content Authoring

• You can now choose any number of users between 1 and 100. Please contact Sales if you want more users.

• Documents can now be downloaded to your desktop, downloaded as PDF, ODT (Word files), ODP or images (powerpoint files) or ODS (excel files)

  • Known issue--In Word files, during an editing session, if you download as PDF, then make more changes in the same editing session, and download again, the changes will not be there. Exit the session and then start a new online editing session to download the latest changes to pdf.

Bug Fixes

2.20

• Fix child object list when attaching files to S-Drive email. It will now only show file objects.

• Fix view when Preview and Thumbnail is disabled after being enabled. Return to List View

• Fix folder icon in Thumbnail View

• Fix error when sorting on Description or Tag field. Sorting is disallowed.

• Fix Retention Policy null pointer error

2.20.1

• Fix Zip and Download of large number of files fails with too many SOQL error

• Fix cut/paste of large number of files fails with too many SOQL error

• Improve error message when Bucket Id field is blank on initial configuration

• Fix upload new version button shows on file detail page even when bucket is not versioned

2.20.3

• Fix Transfer Acceleration Copy URL link not working

• Fix Zip and Download hitting Salesforce limit

• Fix Bulk Field Update error

• Fix Lightning upload not working when “allowed file types” are specified

• Fix SDrive Email Notification issue with payment job

Deprecated

Scheduled for removal in 2.21

• Advance search

• External Drive

• My Drive

Released 4/13/2022

Upgrade Notes

This release introduces Multi-Bucket Support. Even if you don’t use this feature, you will need to reconfigure your bucket when you upgrade. You will also need to add a new field to any custom file objects you have

Configure Bucket(s)

• Go to S-Drive Configuration

• Enter your Amazon Access Key and Secret Key and click Configure Amazon S3 Credentials

• Choose to either create a new bucket or use an existing bucket. See INSTALLING AND ACTIVATING S-DRIVE for detailed steps.

Add new Bucket_Id__c field to custom file objects

This step needs to be done for file objects that did not come with S-Drive. The file objects that come with S-Drive (Account File, Case File, Contact File, Lead File, Opportunity File) already have this field.

• Go to Setup-->Object Manager tab

• Go to your custom file object

• Go to Fields and Relationships

• Click New

• Choose Text for the field type

• For the label, enter “Bucket Id”

• For length, enter 255

• Field Name will auto-fill as Bucket_Id

• Click Next, Next, Save

⚠ Files you uploaded prior to this release will have a null Bucket ID field and will be assumed to be in the default bucket. If you configure more than one bucket, make sure the bucket you used prior to this upgrade is made the default bucket. If you want to use a different bucket as the default now or in the future, you must do a mass update of your files to populate the Bucket ID field with the bucket id of the bucket the files reside in. This would be an unusual scenario. Please open a ticket if you have questions.

If you use custom css in S-Drive Component

• Some toolbar buttons were removed, so your custom css may not hide the same buttons. Display of toolbar buttons is all configurable now, so custom css should not be needed.

If you use Retention Policy

• You may need to re-enable Records Management through custom settings

  • Go to Setup-->Custom Settings

  • Click “Manage” next to SDriveConfig

  • Click on RecordsManagementEnabled. If the value is false, edit it and set it to true

  • Click Save

• You may need to reset the scheduled time

  • Retention Policy now has its own scheduler, separate from SQueue. On upgrade, Retention policy may not automatically schedule. If you change the time it will get scheduled

  • Go to SDrive Configuration General Settings Tab

  • Scroll down to the Scheduler Settings.

  • Change the time for Retention Policy
    

    

• Known issue: Email notifications for retention policy will hit Salesforce limits if there are a large number of files in the notification

If you use Content Authoring (Online Editing)

• Add https://wopi.sdriveapp.com to your Remote Site Settings

New Features

Multi-Bucket Support

Multi-Bucket Support allows multiple AWS buckets to be configured in S-Drive. Files can be uploaded to a particular bucket based on rules you create in a field on the file object. Each time a file is uploaded, the user can either choose a bucket by filling in a field on the upload page, or the file will automatically be uploaded to a particular bucket based on some criteria you set up.

If no bucket is specified, the file will go to the default bucket, which is defined during bucket configuration.

See Multi-Bucket Support for more information

Multi-Bucket Support Limitations

• File Sync will only sync files to the Default Bucket

If you have custom file objects, you must add a new field to you objects. See Add new Bucket_Id__c field to custom file objects in the Upgrade Notes above.

Enhancements

More Flexibility on S-Drive toolbar buttons

Display options for the toolbar buttons can be configured by Admins.

Redundant buttons (Select All and Sort By) have been removed, except in Grid View where there is not another way to select all or sort. The “import external files” button has been removed, since that feature has not been available for some time.

If you have custom css to hide buttons on the toolbar, it will no longer work because the buttons are in different positions (due to the removal of some.) You may no longer need to use css since all the buttons are now configurable.

For Views other than Grid, clicking on the checkbox can be used to Select All and clicking on a column header can be done to Sort.

Content Authoring Enhancements

• Content Authoring now uses Salesforce authentication, making setup of this feature much simpler, and allowing it to work for Digital Experience (community) users as well.

• Content Authoring allows users to save a file as a PDF to their desktop

Bug Fixes

• Fix when a multi-page file is copied, and Preview & Thumbnail is enabled, only its first preview page is copied to the new file

• Fix previews are not uploaded to right place if bucket key prefix is enabled

• Fix Error on search when CreatedDate is not a displayed column

• Fix Salesforce files are not deleted after email-to-case S-Drive file sync.

• Fix On Leads, empty folder is showing a question mark icon.

• Fix User names not sorted on Content Authoring or S-Action

• Fix LastModifiedBy user not shown as hyperlink in Lightning S-Drive component

• Fixes to Retention Policy for better error handling and stability

Released 1/31/2022

Upgrade Notes

Add File Objects to the File Object List

With this release, you must add file objects (Account File, custom file objects, etc) to a list in S-Drive Configuration. The addition of this list helps improve performance on the configuration pages and in some features.

If your file object is not on the list. it may not be fully accessible.

• Go to S-Drive Configuration → General Settings tab

• Scroll down to File Settings

• Next to “S-Drive File Objects List” click the “Manage” button

• When the new page opens,

  • either click Find File Objects to add file objects automatically.

  • Or click Add New Object Configuration

    • If you click Add New Object, you’ll see the following:
      

      

      
      

    • Enter the information in the boxes

      • File Object Prefix This will usually be blank. The out-of-the-box file objects have a namespace prefix of “cg__” for Cyangate (makers of S-Drive), but your custom file object should not normally have a prefix

      • File Object Name The API name of your custom object, such as My_Object_File__c

      • Parent Object Prefix Namespace prefix for parent object, which is the object your file object relates to. If your parent object is from a managed package, then it would have a prefix. If you created the custom object yourself, it won’t have a prefix.

      • Parent Object Name API name of the object your file object looks up to.

      • Relationship Name This should be “Parent__c” for custom file objects

    • Click Save

 

New Features

Performance upgrade

Custom S-Drive File Objects are now kept in a list so they are more easily retrieved. When you create a new file object, you will need to update a custom setting to add it to the list. See Add your Custom File Object to the S-Drive File Object List for instructions.

Translation

S-Drive is now translatable via Salesforce Translation Workbench

See https://cyangate.atlassian.net/l/c/S6tDCxcM for how to use translation for S-Drive.

Column header wrapping and column width configuration (Lightning only)

On the S-Drive Lightning Component, the Admin can use Custom Metadata Settings to specify whether column headings will wrap and can define column widths in pixels on a per-profile basis. See https://cyangate.atlassian.net/l/c/cJE043CG for details.

Folder cut and paste (Lightning only)

Folders can be cut and pasted to a new folder within the same record, just like files can be. Everything in the folder will be moved with it. A folder cannot be moved into one of its own subfolders.

Improvements

S-Action code can access “Back” event

When using S-Actions, if you want to go immediately back to the list of files in S-Drive once your S-Action is completed, you can now access the event behind the “Back” button in your code, so users don’t need to click “Back”. See https://cyangate.atlassian.net/l/c/m1GNnp80.

Recycle Bin, Legal Hold and Checkout Files buttons can be enabled and disabled

You can now decide whether to show or hide your S-Drive Recycle Bin, as well as Legal Hold and Checked Out Files buttons if using those features.

If Preview and Thumbnail is not enabled, Previews no longer shown on Detail page

If Preview and Thumbnail are not enabled, you will no longer see an gray box for a Preview on the file detail page.

Salesforce Enhanced Notes are no longer synced when using File Sync

You can now use S-Drive File Sync without running into problems with Salesforce Enhanced Notes. We omit Notes (file type .snote) from file sync. Notes are autosaved, which caused them to by synced and possibly deleted in the middle of typing a Note. In addition, it makes more sense for Notes, which may regularly be edited, to remain as a Salesforce file, rather than moved to S-Drive.

In Console View, refreshing the Console Tab will refresh the S-Drive component

Refreshing the browser page is no longer needed to refresh S-Drive. Refreshing the Console tab will refresh the S-Drive file list.

Fixes

• Fix Preview and Thumbnail size. P&T for images are now smaller, rather than being generated at the same resolution as original image.

• Fix Home Folder in Public Share folder tree so clicking on it returns to root level

• Fix page navigation buttons are not visible on expanded previews on file detail. Buttons now show.

• Fix copying/pasting and cutting/pasting to root level in a Public Share component is allowed. Users can no longer copy/paste or cut/paste to root level.

• Fix null keys causing problems with Retention Policy.

• Fix when file with unknown file type is synced, file extension is not included in the S-Drive file name

• Fix file object missing from list on configuration page when generating previews for existing files

• Fix files that are uploaded via REST API are downloaded when opened. Files will now be opened instead of downloaded.

• Fix some special characters not working for Previews

• Fix wrong file name with Copy URL download on Versioned Files. Copy URL will now show the current version’s file name.

• Fix users with no S3Object permission can see files when clicking “Attach from S-Drive Folders” button. Button is now removed if user does not have permission to see S-Drive Tab files (S3Object.)

• Fix folder icons always show question mark in Compact View. Folder icons now show empty, full, or unknown correctly.

• Fix file upload fails if Preview and Thumbnail is enabled, but user doesn’t have Preview permission. File will now upload without a preview being created.

• Fix delete confirmation message missing when using delete action menu. Confirmation message now shows when deleting using action menu just as it does when deleting using toolbar button.

Released 12/1/2021

Upgrade Notes

This release introduces support for AWS-KMS Encryption, which means an encryption type must now be configured. If you are upgrading from a previous version, check your encryption setting after upgrading:

• Go to S-Drive Configuration--S-Drive Authentication Settings tab

• If the File Upload Encryption Type is blank, click “Click here to update”
  

  

• Enter your AWS Access Key and Secret key and click “Configure Amazon S3 Credentials.”

• Choose the type of encryption you want from the File Upload Encryption Type dropdown list. S3-Managed Keys (SSE-S3) is the default and is recommended unless you’re using S3-KMS. See below for more information.

• Click “Configure Amazon S3 Bucket Name”

• After the success message you can click “cancel” to get back to the S-Drive Authentication Settings tab and see File Upload Encryption Type is filled in

New Features

Support for AWS-KMS Encryption

Previously, S-Drive only supported file encryption using Amazon S3 key (SSE-S3). You can now choose AWS Key Management Service key (SSE-KMS) using AWS managed key. See additional information in the Admin Guide S-Drive Authentication Settings.

In AWS, you can choose your your bucket encryption setting. See Setting default server-side encryption behavior for Amazon S3 buckets for more information.

In AWS Console:

In S-Drive Configuration, configure the File Upload Encryption Type you’d like to use. It will override the bucket encryption if it is different.

In S-Drive Configuration:

This matrix shows what encryption is used depending on your Bucket settings and S-Drive settings. The default S-Drive setting is S3-Managed Keys (SSE-S3)

Email Threading for S-Drive Email Component

Email sent using S-Drive email component will now show replies on the Activity timeline when using Email-to-Case

Improvements

Enable Field attribute changed to Enable Field Selection

The label “Enable Field” was confusing.

This attribute controls the field selection button on the toolbar.

Fixes

• Fix Date field shows date and time in S-Drive--now only shows date

• Fix custom date field causes error if null

Released 11/12/2021

New Features

Folder indicator to show empty or not empty (Lightning Experience only)

Folders now show if they are empty or not, down to 5 subfolders deep. The folder displays as empty if there are only empty subfolders in it, but no files.

If there are no files in 5 levels, but there are subfolders that go deeper, folder with a question mark will be shown to indicate that we don’t know if it is empty or not at deeper folder levels.

Improvements

Public Share Upload: Component no longer shows “inherit sharing from parent” checkbox

In a Public Share access component, “inherit sharing” should not be an option since Public Share is for non-Salesforce users. The Public Share component no longer shows the 'inherit sharing” checkbox (which was only shown on file objects with a lookup relationship to the parent), but files uploaded into a folder in a Public Share window will inherit the sharing of the folder.

Public Share Upload: Drag and Drop will not allow file to be dropped at top level

Files uploaded in a Public Share component must be uploaded into a folder. However Drag and Drop was not following this rule. Now, if you try to drag and drop at the top level, you will see an error message telling you to upload into a folder.

Hide Status Column if not needed

Status column on S-Drive Lightning Component will only be shown if Check-in/Check-out, Legal Hold, or Edit Online is enabled.

Fixes

• Fix “upload new version” action showing when Upload is disabled in component configuration. “Upload New Version” will no longer show.

• Fix duplicate file error message even though there are no duplicates, when files are renamed/copied/moved to root level (when duplicates are disallowed through configuration). Files can now be renamed/copied/moved to root level if there are no duplicate files without getting an error.

• Fix duplicate file error message when file is restored from recycle bin and file exists on a different record (when duplicates are disallowed through configuration). files can now be restored from the recycle bin if there are no duplicate files without getting an error.

• Fix email threading when using Email action in S-Drive component. Email responses will now show up in Activity timeline

Released 10/28/2021

New Features

Content Authoring--Microsoft Office Integration

Microsoft Office Integration is here! You can now edit Microsoft Word, Excel, and PowerPoint documents without having to download them from S-Drive.

Watch the Demo Video https://www.youtube.com/watch?v=EpkfxBvxzSg&list=PLOYOFI039X6Ww_QlHOtjTT7fdz_iLZCqz&index=28&t=2s

When this feature is enabled, users can open these files from the Action menu in S-Drive.

The document will open Office for the web and allow editing. Changes are autosaved during the editing session. When the editing session is complete, the document is stored in S-Drive as a new version. See https://cyangate.atlassian.net/l/c/dbnc2DRS for details.

Please Note

Microsoft Office Integration is not yet ready for Experience Cloud. Please do not enable in your customer community.

Documents up to 100 MB can be edited.

Enhancements

A New Way of Connecting to S-Drive Portal

This release gives you the option to change the way we retrieve your total file storage that we use for billing. Users will not see any changes.

In previous releases, the user that connects S-Drive to the portal had to be an System Administrator with Modify All Data and Customize Application permissions.

With this release, the initial connection must still be done by a user with those permissions, but once that connection has been established, those permissions can be removed if desired. The Admin (with Modify All Data and Customize Application permissions) will simply need to click a button on the S-Drive Configuration page to kickoff a batch job. See https://cyangate.atlassian.net/l/c/H0h5ryQu

Compact View download button on toolbar

The download button is now available on the toolbar when using Compact View on Desktop, so you can download multiple files at once. It is not available on Mobile, where selecting multiple files is not possible.

Release Date: 9/24/2021

Enhancements

• In Lightning, CreatedBy user is now shown as a hyperlink as it is in Classic

  

• Audit Tab (in File Detail) now has a refresh button and the Activity Date now shows the time as well as the date.

  

• Clicking on Folder name in breadcrumbs refreshes the file list for that folder

  

• When sending email from S-Drive component, searching in the “To” field is now easier with a type-ahead search

  

Bug fixes

• Fix metadata not captured on large (multipart) file upload

• Fix Bulk sharing gives error when sharing more than one folder with subfolders

• Fix Classic: S3Object Read permission needed to upload files to other objects

• Fix Lightning: Buttons slide over preview image on smaller screens

• Fix file size is displayed for Folders on custom objects. File size field is now blank.

• Fix “attempt to dereference null object” if attributes are missing on custom lightning component

• Fix Audit Tab sorting gives error

• Fix S-Drive email “To” search field only shows 25 users/contacts. Now shows 1000.

• Fix Classic: Drag and Drop not always showing dropped file

• Fix File Activity: upload not showing as an activity

Release Date: 7/14/2021

File Sync enhancements

• Preserve original file owner when syncing files. The CreatedBy field on S-Drive files that were synced now show the original file owner. Previously, the CreatedBy field was the system admin or whoever was listed as the file sync callout user.

• Sync files with no extension. File sync can now handle syncing of files that do not have a file extension.

Retention Policy enhancements

• Folders are exempt from retention policy. Since folders are not stored in your S3 bucket, they will be skipped during Retention Policy processing and will not be deleted. Files inside folders will be deleted if they meet the retention policy criteria. This prevents folders from being deleted even though there are files inside that do not meet the criteria.

Time zone on Lightning UI

• Time zone for Created Date and Last Modified date now show in user’s time zone, rather than GMT.

Bug fixes

• Fix file sync not working for large files when syncing pre-existing files

• Fix retention policy failing when there are too many file records to check

• Fix file sync “delete after sync” issues when file is attached to more than one object

Enhancements

• S-Drive Lightning Component performance: Changes were made to improve loading time for S-Drive Lightning components

Bug fixes

• Fix email-to-case file sync

• Fix retention policy to properly delete files from bucket including previews and thumbnails, and to delete shortcuts of files deleted through retention policy.

S-Action Configuration enhancements

Manual Sharing enhancements

Preview and Thumbnail Configuration enhancements

File Activity

API fix

S-Action Configuration enhancements

It’s now easier to configure who can see S-Actions. Checkboxes allow you to choose all internal users and/or all external users. Or you can individual users and filter by Profile to easily find them.

In previous releases, leaving the “selected users” list blank made the S-Action visible to all users. This is no longer the case. Please check your S-Action configurations under S-Drive Configuration Micro Services tab.

Manual Sharing enhancements

Manual sharing of files and folders (allowed when there is a lookup relationship from the file object to the parent, instead of Master-Detail) is now easier.

If you upload a file into a folder, or you create a subfolder, you can now choose to have the file or subfolder inherit the sharing of the parent folder.

If you share a folder, you can choose to have the sharing rule apply to all the subfolders and files inside that folder.

These features were already available for S-Drive tab, but are now also available for files on objects as well if there is a lookup relationship.

Preview and Thumbnail Configuration enhancements

Admins can now control how many pages of previews should be generated for each object and file type. You can set a maximum preview page count for the object and then have overriding page counts for different file types. For example, you can set the maximum page count to 20 for Accounts, but within Accounts you can set the maximum page count for pdf files to 10.

Setting maximum page counts can save you money on Preview conversion.

File Activity

File Activities will now log when a manual share rule is deleted.

API Upload fix

SDriveTools.InitializeUpload has been updated to work with Amazon AWS changes.

Bug fixes and performance enhancements

• createPublicDownloadLink method fixed

• S-Drive component will load faster in Classic

Manual Sharing enhancements

Release 2.8.1 adds configuration settings to the Inherit Sharing checkboxes described below. First, a review of the feature:

From Release 2.8:

Manual sharing of files and folders (allowed when there is a lookup relationship from the file object to the parent, instead of Master-Detail) is now easier.

If you upload a file into a folder, or you create a subfolder, you can now choose to have the file or subfolder inherit the sharing of the parent folder.

If you share a folder, you can choose to have the sharing rule apply to all the subfolders and files inside that folder.

These features were already available for S-Drive tab, but are now also available for files on objects as well if there is a lookup relationship.

What’s New in 2.8.1?

In 2.8.1, you can choose whether the checkbox has a default of true or false and you can choose whether to show the checkbox to your users or not.

S-Drive Tab Configuration

To configure this on S-Drive Tab, go to S-Drive Configuration General Settings tab.

Enable Inherit Sharing Checkbox on S-Drive Tab controls whether the Inherit Sharing checkbox is shown or hidden when creating subfolders and uploading files. If checked, it is shown.

Enable Inherit Sharing by Default on S-Drive Tab controls whether the Inherit Sharing checkbox is checked or unchecked by default. If you hide the Inherit Sharing checkbox, you still need to use this setting to determine whether Inherit Sharing is true or false when subfolders are created and files are uploaded.

Object file configuration

To configure these settings for file objects (Account File, Contact File, etc including custom file objects) edit the lightning page and click in the S-Drive Lightning component.

Enable Inherit Sharing Checkbox controls whether the Inherit Sharing checkbox is shown or hidden when creating subfolders and uploading files. If checked, it is shown.

Enable Inherit Sharing by Default controls whether the Inherit Sharing checkbox is checked or unchecked by default. If you hide the Inherit Sharing checkbox, you still need to use this setting to determine whether Inherit Sharing is true or false when subfolders are created and files are uploaded.

Enhancements:

1. Removed “Attach from S-Drive Folders” toolbar button in Public Share Access link

In an S-Drive Lightning component on objects (not on S-Drive Tab), there is a button (attach from S-Drive Folders) that allows you to copy files from S-Drive Tab. This button was displayed in public share access links, but does not make sense for Public Share. The button has been removed.

Before 2.7.14

With 2.7.14

2. Allow Audit Tab to be hidden

You can now choose whether to show the Audit tab when configuring the S-Drive Lightning Component. If you want to show the tab for System Admins, but not for other users, you can use Component Visibility.

3. Hide thumbnails in Compact View if Preview & Thumbnail is not in use

Previously, a blank thumbnail was shown in compact view if Preview & Thumbnail was not turned on. Now it will display without the blank thumbnail.

Before 2.7.14:

With 2.7.14:

4. File Sync sets “private” flag based on file visibility

This change affects all releases, but was added with at the same time as the 2.7.14 release.

S-Drive can be configured to move or copy Salesforce files to S-Drive using the file sync feature. Previously, files that were synced could be seen by community users. Now, the Private field on the S-Drive file will be set according the the visibility of the Salesforce file. If the Private field is true, only internal users can see the file. If the Private field is false, community users can see the file as well as internal users.

On the uploaded Salesforce file

• if the visibility is InternalUsers, the Private field is set to true.

• if the visibility is AllUsers, the Private field is set to false

• if the visibility is SharedUsers, the file will not by synced.

See this Salesforce guide for more information about the Visibility field and how it is set in Salesforce files.

Enhancements: S-URL (short URL) and Public Share

Reminder: What are S-URL and Public Share?

S-URL: File URLs generated by Amazon S3 services are too long. It causes problems in some mail programs such as MS Outlook, and are not easy to share. In order to use a shortened URL, you can use the S-URL feature of S-Drive.
Public Share: You can share your files & folders with public users. You can set passwords, IP Range, Expire dates, and so on. This feature is available in Lightning only. S-URL must be configured in order for Public Share to be enabled.

1. A new setup for S-URL

Our Public Share and S-URL features have been significantly changed due to new Salesforce restrictions on Guest User permissions

• Our Legacy S-URL will still work for sharing files that can only be opened or downloaded, but will not work for uploading, editing, or deleting files. However, we recommend switching to the new S-URL setup and expect we will deprecate the Legacy S-URL in the future.

• Legacy S-URL uses a force.com site to create short URLs.

• S-URL with the new setup uses a Community (Digital Experience Site) to create S-URLs.

  • Setup requires a dedicated Community and Community User with a Community Plus license. An internal user with a Salesforce license can be used instead if desired.

Which S-URL should I use? We encourage customers to switch to the updated setup for S-URL, but continue to support the Legacy S-URL for open and download only.

2. Choose whether to use S-URL when opening and downloading files internally

Sometimes, something goes wrong with your S-URL setup. Maybe a Salesforce rollover to a new version caused some issues with profile permissions. If S-URL is used to open and download files internally, this prevents users from accessing files. Now you can choose whether to use S-URL to open and download files or whether to use Amazon’s long URLs.

3. Require Password and/or Expiration date/time on Public Share links

You can now make Password and Expiration Date required fields when creating a public share link.

New: Control Expiration time of file links

Whenever you open a file, download it, or copy its URL, a link to the file is generated. This link can be shared with others, even if it’s not meant to be, which can cause security concerns.

With the new Open/Download URL expiration time setting, you can control how long these links last. (Expiration date/time for Public Share links is still set when creating the link.)

Deprecated: Generate File Object

S-Drive managed package comes with Account File, Contact File, Opportunity File, Case File, and Lead File. You can also create whatever custom file objects you want. In S-Drive version 2.7.6 and earlier, this could be done on the S-Drive Configuration Customization Settings page.

In version 2.7.13, we removed that feature to enhance security.

Custom file objects are still supported! However, they now must be created manually. You can create an S-Drive custom file object in Salesforce using a spreadsheet. See How to Create an S-Drive Custom File Object using Salesforce Object Manager (using Spreadsheet) .