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Row Actions

Row Actions

Row Actions let end users run common file actions directly from each row in List, Tile, and Slider views. Admins control which actions appear (and in what order) using configuration. Row Actions are available as Standard Actions (built-in) and Custom Actions (admin-defined). 

Standard Actions

Standard (built-in) actions come with Media Manager and cover the most common file operations. Admins can add/remove standard actions per configuration to match the team’s workflow. 

Standard actions commonly include: Download, Share, FileMate, Exclude from Viewer, Remove from Record, Delete, Upload New Version, Edit Image, View Version History. 

Note: If the File Source is Attachment, the Share action may be removed by default. 

Standard Row Action.jpg
Standard Row Action

Download

Enable this Row Action to allow users to download the file for that row (single-file download). 

Share

Enable this Row Action to allow users to share an individual file with Users, Groups (Collaborative groups), or Records.
If the source is Attachment, Share is removed from the actions by default. 

Exclude from Viewer

Enable this Row Action to exclude the file from previewing in the Media Manager viewer component used on Lightning pages. 

Remove from Record

Enable this action to let the end-users remove the file from that record.

Delete

Enable this Row Action to delete the file after user confirmation. Deleting a file removes it from all related records and posts it is attached to. 

Upload New Version

Upload New Version allows users to replace a file with an updated version while preserving version history. 

Key behavior: 

  • Keeps a single file reference (avoids duplicates across the org). 

  • Maintains version history (timestamp and version number per version). 

  • Available across Slider, List, and Tile views. 

Upload a New Version as row action.png
Upload a New Version of files

NOTE: When uploading a new version, ensure the file matches the allowed file types specified in the Configuration’s upload settings. Unsupported file types will not be accepted. 

Edit Image

Edit Image allows users to modify supported images directly in Media Manager, without using external tools. 

Editing tools include: Crop, Rotate, Compress, Zoom In/Out, Undo/Redo, Reset, Fullscreen Preview, Compare Original vs Edited.

Edit an Image Row Action.png
Row Action to Edit an Image
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Options to Edit an Image

NOTE:  

  1. Supported file types: PNG, BMP, GIF, JPG, JPEG 

  2. Supported browsers: Chrome, Edge, Firefox, Safari 

  3. Compression note: Files under 50 KB cannot be compressed using the tool. 

  4. Editing is not available for HEIC files. Convert to a supported format before editing. 

Save Preferences

Users can choose how edits are saved: 

  • Save as New File — keeps the original and creates a new file 

  • Overwrite Current File — replaces the current file 

  • Ask Each Time — prompts the user on each save 

Save Preferences for Edit Image Action.jpg
Save Preferences for Edit Image Action

Note: Editing features are not available for HEIC files. Users are advised to convert these files to a supported format for editing. 

View Version History

View Version History allows users to review and manage file versions to understand changes over time and, when needed, revert to a previous version. 

View Version History.png
View Version History

Version history includes: 

  • Last Modified Date and Time 

  • Version Status (Active/Inactive) 

  • Version Number 

  • File Size 

Managing Versions: 

  • Users can Set as Active Version to make a previous version the active one. 

  • Only one version can be active at a time. 

  • Version history can be reviewed using Slider View for quick browsing. 

Limitation: Preview for version history is not supported for HEIC and JFIF files. Users are redirected to the Salesforce screen. 

FileMate 

FileMate enhances Media Manager with Agentforce-powered file interactions—so users can get quick answers, summaries, translations, and extracted text directly inside Media Manager, without leaving the file workspace. The actions available to users depend on what your Admin has enabled. 

Standard FileMate Actions 

FileMate provides built-in actions for supported file types (PDF, JPEG, PNG): 

  • Summarize File: Generates a concise summary of the file content 

  • Translate File: Translates extracted text into a selected language 

  • Extract File: Uses OCR to extract readable text (and relevant metadata where applicable) 

  • Ask File: Enables contextual Q&A based on the file content 

Additional Capabilities 

  • Users can regenerate results (up to 5 times) when needed 

  • Copy to Clipboard is supported for all FileMate outputs 

Custom File Mate Actions 

Admins can extend FileMate by exposing custom actions through Prompt Builder and Media Manager actions: 

  • Each custom FileMate action is backed by a Prompt Builder prompt 

  • Actions are surfaced to end users through Media Manager Row Actions (after Admin configuration) 

  • Supports up to 5 optional runtime inputs 

  • Only one user-input field is allowed per action configuration (to keep the action simple and consistent) 

For full FileMate setup and prompt configuration guidance, refer to the FileMate Manual.

Custom Row Actions

Custom Row Actions let admins add organization-specific actions to each file row. These actions appear alongside standard Row Actions and can be configured per Media Manager configuration. Admins can create, edit, clone, delete, and reorder custom actions as needed. Just start by clicking “Add Row Action”

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Add a Custom Row Action

Custom Row Actions Section Details

To create a Custom Row Action, admins define: 

  • Action Name / Display Label — the label users see in the row actions menu. 

  • Action Type: what the action launches: 

    • Launch a Lightning Flow 

    • Launch a Lightning Component 

    • Launch a Lightning Web Component 

  • Display As: how the action is displayed – Button Icon, Button, Link.

    • Upon selecting Button Icon, you can select an Icon as required.

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Display As Options for Row Action
Button Icon Options for Row Action.jpg
Button Icon Options for Row Action

  • Target: the specific Flow / Component / Web Component used by the action. 

Action Type: Launch a Lightning Flow 

When the action type is Launch a Lightning Flow, the selected Flow can accept inputs through Flow variables. 

If the Flow has input variables available, they appear in the action details screen with: 

  • Variable Name — the Flow variable name and data type. 

  • Global Variable / Value — the value passed into the Flow (static value or selected from global variables, based on availability). 

NOTE: Versions before Spring’24 supported object fields as variables. This is now replaced with ParentId. 

Action Type: Launch a Lightning Component 

When the action type is Launch a Lightning Component, admins select the component from available target names shown for the current user. 

Action Type: Launch a Lightning Web Component 

When the action type is Launch a Lightning Web Component, enter the component name in the Target field to render it in the Media Manager component used on Lightning pages. 

Row Actions - Creating a Custom Row Action.png
Create a Custom Row Action

How to create Custom Row Actions

  1. On the Configuration Page, go to the Row Actions tab.

  2. Click the "Add Row Action" button located at the bottom left corner.

  3. Enter a name in the "Display Label" field.

  4. Select the Action Type (Flow / Lightning Component / Lightning Web Component). 

Select an Action Type.png
Select an Action Type

  1. Set Display As (Button Icon). 

Select action to “Display As”

  1. Configure the Target: 
    a. For Flow and Lightning Component: Select the target.
    b. For Lightning Web Component: Enter the component name in Target.

Select Target.png
Select Target
Select a Flow.png
Setup Variables for Selected Target

  1. Click Save. 

View Custom Row Actions.png
View Custom Row Actions

Final Note:

  • Use the reorder icon to drag and drop actions into the preferred orde 

  • To access actions in Media Manager, ensure the Media Manager Helper component is placed where required in your Lightning page setup. 

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Add Helper Component to support actions

How to Add Row Actions as Columns in Media Manager 

Media Manager allows admins to display Row Actions directly as columns. This lets users run actions (including FileMate actions) with a single click—without opening the Row Actions menu. 

Configure Row Actions in Media Manager

  1. Open Media Manager Configuration (open an existing configuration or click New). 

  2. Go to Columns. 

  3. Click Add Actions in the column setup area. 

  4. Select the Row Action you want to display. 

Add Actions to Columns.jpg
Add Actions to Columns
View Actions added as Columns.jpg
View Actions added as Columns

  1. Give it a Display Label.  

  2. Click Save, then Activate the configuration.  

View Row Actions as Columns.jpg
View Row Actions as Columns

Limitations by View Type 

Row Action display options behave differently depending on the view type: 

  • Slider View: Supports Button Icon only. 

  • List View: Supports Button, Button Icon, and Link. 

  • Tile View: Does not support actions as in-row/in-tile columns. Actions appear only under the Actions menu. 

 

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