File Element in an Omniscript

We can add and configure a File or Image element in an Omniscript to enable the upload of files and images. By default, the File and Image elements accept a file size of up to 2GB.

Let's see how to configure a File element in an Omniscript:

1. From OmniScript, under Available Components, drag the File or Image element from the Inputs section into a Step in the Structure panel.

2. In the Content Parent Id field, enter an object Id, or comma-separated list of object ids such that the uploaded file will be attached to those records. When left blank, the Content Document does not attach to a parent record.

3. Once the file is uploaded a content document and a content version records will be created in salesforce and the below JSON structure will be framed where the “data” node will hold the id of the Content Document and “vId” will hold the id of the Content Version:

4. Now suppose we want this file to be linked with the case, and the case record will get created after we upload the file.

So to link the file with the new case record we have to create the Content Document Link record.

Here, the LinkedEntityId will be the newly created Case id and ContentDocumentId will be the uploaded file’s Content Document Id which we will get from the “data” node under the uploaded file’s JSON explained in point 3 above.

References:

1. https://help.salesforce.com/s/articleView?id=sf.os_file_properties_23427.htm&type=5

2. https://help.salesforce.com/s/articleView?id=sf.os_upload_files_and_images_in_omniscripts.htm&type=5