A Dataroom is way to share multiple files & folders with customers and to receive files from them. In this article, we will see how to add content to a dataroom using a flow action.
1 - Add "Add to Dataroom" Action to your Flow
In your flow builder, search for the element named "Add to Dataroom". You can also find this action in the CloudFiles category when you click "action" element in "Add Element" box. Select the action to insert it into the flow.
2 - Configure parameters
Please configure following parameters after inserting the flow action
- Dataroom Id - Id of the dataroom. The dataroom id can come from an earlier action in the flow like "Create Datatoom", or can be read from the record.
- File Requests - Collection variable holding items of type "File Request". A File Request in the flow can come from a "Create File Request" action. To create a collection out of it, you can use an assignment element to add it to a list
- Resources - Collection variable holding items of type Resource(File or Folder). A Resource in the flow can come from a "Create Folder" action. To create a collection out of it, you can use an assignment element to add it to a list