File Tree
File Tree lets admins define a parent–child object hierarchy so end users can browse files across related records from a single place. This reduces record-hopping and makes file discovery easier when files are distributed across objects (example: Account → Contact → Case).
Example setup:
Primary Object: Account
Parent Object (optional): Parent Account (holding company)
Child Objects: Contacts, Opportunities, Cases
End users can view files related to each object level through the File Tree browsing experience.
Key Benefits of File Tree
Centralized file access: Browse files across related objects from one workspace.
Structured navigation: Configure a clear hierarchy (Parent → Primary → Children) for predictable browsing.
Flexible relationships: Add multiple child objects under the Primary Object to match business workflows.
Faster discovery: Users locate relevant files without switching between records and related lists.
File Tree Section Details
File Tree is configured as a set of nodes (Primary, Parent, Child). Each node represents a Salesforce object and has its own settings.
Details
Object: The Salesforce object represented by the node (Primary/Parent/Child).
Relationship Field: The relationship that connects this node to its parent node.
Label: The display name shown to end users in the File Tree.
Show Files: Controls whether files for this node are visible to end users.
If disabled, the object appears as a navigation level only (files are not shown for that node).
Description: Short explanation of the node’s purpose.
Delete: Removes the node from the File Tree.
Edit: Updates Label and Description after saving.
Columns
Columns inside File Tree control object field columns shown when users browse that node (File Tree mode).
Add Column: Adds a column for the selected node.
Display Order: Column sequence in File Tree list view.
Field Name: Field selected from the node’s object fields (based on the selected object).
Display Label: Column header shown to end users.
Sortable: Allows users to sort by this column while browsing the node.
Filterable: Allows users to filter results using this column.
Editable: Enables inline edit for supported fields (pencil icon shown).
Useful for updating object fields quickly (example: Case Status, Case Type) without opening the record.
Delete: Removes the column from the node configuration.
Notes
Columns configured for File Tree are intended for File Tree list experience and may not render the same way across all Media Manager views.
Only fields marked Editable will show the pencil icon.
Filter
Filters inside File Tree apply to object fields for the selected node (not Files/Attachments fields).
Users can add multiple filters.
Logic options: AND, OR, Custom Logic.
Custom Logic allows defining complex combinations when simple AND/OR is not sufficient.
NOTE:
To view File Tree on the end-user side, ensure Enable Folder View is selected under File Tree Settings.
Objects included in File Tree influence how users can browse files by object context (and may affect grouping behavior depending on your configuration and enabled views).
How to create a File Tree
You can start setting a file tree by navigating to the File Tree tab on the Configuration Page.
Setup the Primary Object
Click on “Add Primary Object” and select the desired Salesforce Object (Standard or Custom).
The Label field will auto-populate, and you can optionally add a description for the Primary Object.
Enable the checkbox “Show Files” if you want to view Files under the selected Object.
Save the Primary Object configuration.
Now, you'll see the File tree on the left and an option to add columns on the right.
Add Columns
Click on “Columns” and then the “Edit” button to make changes.
Click “Add Columns” to start adding desired columns.
Enter the Order to determine the column sequence.
Select the Field Name from related fields of Primary Object.
Modify the Display Name as desired.
Set the “Sortable”, “Filterable” or “Editable” checkboxes as per the field requirement.
Save the added columns.
Setup the Parent Object
Click “Add Parent” above the Primary Object to select a Parent Object.
Select a Relationship Name from the listed Options.
The Label field will be auto populated, and you can optionally add a description for the Primary Object.
Enable the checkbox “Show Files” if you want to view Files under the selected Object.
Save your Parent Object Configuration.
Add Columns:
Click on “Columns” and then the “Edit” button to make changes.
Enter the Order to determine the column sequence.
Select the Field Name from related fields of Parent Object.
Modify the Display Name as desired.
Set the “Sortable”, “Filterable” or “Editable” checkboxes as per the field requirement.
Save the Columns you added to the Parent Object.
Add Filters
Go back and then Click on “Filters” Option.
Click on “Add New” link to start adding the Filters you want to add.
Upon clicking Add Filters, a row will appear where you must give 3 values:
a. Field Name: Select from the related fields of the Primary Object or Media Manager.
b. Operator: Select one from the listed operators.
c. Value/Global Variable: Select a value here.Click “Add Filters” to add more filters if required.
Set up the Logic for the filters by selecting one of these options: AND, OR Custom Logic.
a. If you select Custom Logic, then: Define the custom logic for the filter criteria.
Save the added filters.
Setup the Child Object
Click “Add Child” below the Primary Object to select a Child Object.
Based on Object the Relationship Name will automatically populate.
The Label field will also be auto populated, and you can optionally add a description for the Primary Object.
Enable the checkbox “Show Files” if you want to view Files under the selected Object.
Save the Child Object Configuration.
Add Columns:
Click on “Columns” and then the “Edit” button to make changes.
Enter the Order to determine the column sequence.
Select the Field Name from related fields of Child Object such as Case Reason, Case Type, or even Media Manager fields.
Modify the Display Name as desired.
Set the “Sortable”, “Filterable” or “Editable” checkboxes as per the field requirement.
Save the Columns for the Child Object
Add Filters:
Go back and then Click on “Filters” Option.
Click on “Add New” link to start adding the Filters you want to add.
Upon clicking Add Filters, you can setup Field Name, Operator and the value.
Click “Add Filters” to add more filters if required.
Set up the Logic for the filters by selecting one of these options: AND, OR Cutom Logic.
a. If you select Custom Logic, then: Define the custom logic for the filter criteria.Save the added filters.
Additional Objects
You can create additional Child Objects as needed.
You can setup Columns and Filters for the Object and delete them if not required.
Note:
When adding a Parent relationship to the Primary Object, you can only add up to one level. For example, if Case is the Primary Object, then you can only select one Parent-Level Object, which could be Account and Contact.
Columns added for each Object will only be visible in the “List view” and not in any other view that Media Manager offers.
You can only add filters for Parent and Child Objects, not the Primary Object added to the File Tree.
Custom Folder for Files within Media Manager
End users can now create custom folders within Media Manager with a simple checkbox in Grid Settings - “Allow Creating Custom folders” to better organize their files. These folders provide enhanced categorization options, allowing users to group images, videos, documents, and other types of content more efficiently.
Folder Row & List Actions
Media Manager supports several row-level and list-level actions for managing custom folders and files. The actions displayed depend on configuration settings defined by the admin.
Row Actions for End Users(available via individual folder/file rows):
Rename: Change a folder name to reflect its contents more clearly.
Delete: Permanently delete a folder and all files within it.
Download: Download the folder’s contents as a ZIP file.
List Actions (that can be performed on Custom folders):
Move: Select and move one or more folders/files.
Download: Select and download folders/files as a ZIP file.
Delete: Select and delete multiple folders/files at once. Use with caution.
Create Folder: Use the toolbar icon to initiate a new folder.
List actions support bulk operations — users can perform actions on multiple folders or files in a single step, improving efficiency for high-volume workflows.
Create Custom Folders
Create custom folders tailored to each object record to support better organization.
How to Create a Custom Folder:
Locate the Create Folder icon in List or Tile view (top-right corner).
Click the icon to open a folder creation modal.
Enter a folder name and click Save.
The folder will now be available for organizing files within the current view.
Nested folder structures (folders within folders) are supported, enabling deeper categorization.
Move Files
Users can move selected files or folders into different folders to keep content structured.
How to Move Folders/Files:
Select the folders/files to move by checking them.
Click the Move icon in the toolbar.
In the modal, choose a destination folder or select New Folder from the dropdown to create one instantly.
Click Move to confirm.
Use the back icons in the folder navigation bar to move through nested folder layers and return to previous levels.
Behavior & Limitations
The “Allow Creating Custom folder” checkbox in the Configuration must be enable to use this feature.
Folder actions like Create, Move, Rename, and Delete are available only when the "Enable Folder View" setting is enabled in the configuration.
Slider View supports file previews within folders but does not support folder-level actions like Create or Move.
Flattened View does not support folder-based interactions.
Folder structure is specific to each record — folders can only be created or moved within that record’s context.
Users can only access row and list actions configured by admins in the Media Manager setup. If an action is not enabled, it will not appear.
File and folder actions behave similarly; most actions apply to both, unless restricted by view or configuration settings.
Folder navigation in nested structures is supported using back icons, offering breadcrumb-style traversal.
Use Case: Streamlined File Access Across Salesforce Hierarchy
Imagine you are a customer support agent handling cases related to specific accounts. Finding relevant files stored across different levels of the Salesforce hierarchy is a significant challenge. You need quick access to account and contact-level files to provide timely assistance, but the traditional method involves jumping through various records and tabs, leading to delays and inefficiencies in customer service.
Pain Points
Challenges in locating relevant files stored across different Salesforce levels.
Delays in accessing necessary files, impact customer service efficiency.
Time wasted navigating through various records and tabs.
Inefficient support process due to scattered file locations.
Solution
Our File Tree feature addresses these challenges by offering a straightforward solution. By setting up a hierarchical structure with defined parent and child objects, you can quickly access all related media files with just a few clicks. This ensures that you have all the necessary files at your fingertips, boosting your support efficiency and ensuring timely customer assistance.