Cloud file configuration record form

reference brazil Updated Sep 10, 2026 1 min read document-access-configuration-record-form.md
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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.

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

Type of Microsoft SharePoint location where the files are uploaded. The default option is Site.- Site: Files are uploaded to the default document library in the Microsoft SharePoint site.

  • Drive: Files are uploaded to a specific document library within a Microsoft SharePoint site.

File location ID

ID of the location that you selected in the File location type field.- For Site, enter the site ID in the format hostname,siteCollectionId,siteId, with no spaces.

  • For Drive, enter the ID of the document library.

For steps to find the ID, see Find the File location ID for a Cloud file configuration.

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.

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