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File Actions

Each file has a button menu (vertical ellipsis) on the right of the row, or the overlay button on a tile. The available items are conditional on the user’s permissions and the component’s storage mode.

File context menu open showing the available actions
ActionWhen shown
DownloadAlways
Public LinkOnly when Content Delivery is enabled in the org
View DetailsAlways
Edit DetailsWhen the user has edit access to the ContentDocument
Set CategoryIsolated mode + user has the Tucario_Manage_Categories permission
Mark as PrivateIsolated mode + the file is not already private
Remove PrivateIsolated mode + the current user owns the privacy flag
DeleteWhen the user has delete access (Platform license = ownership-based)
Remove from RecordWhen the user has edit access
File row with the per-file action menu expanded

Clicking the file name (List view) or the tile body (Tile view) opens the standard Salesforce file preview overlay — the same one users already know from the native Files component. Supports everything Salesforce previews natively (PDFs, images, Office documents, video, audio).

Salesforce native file preview opened from Smarter Files

Triggers a modal (tucarioFileEditModal) that uses lightning-record-edit-form on ContentDocument, exposing Title and Description fields. After saving, the file list refreshes automatically without a full page reload.

Edit file details modal

The Public Link action calls createPublicLink and copies the resulting URL to the clipboard. A toast confirms the action. See Public Links.

  • Delete permanently removes the file from Salesforce (confirmation modal first). Available to users with delete access — for Platform Starter / Platform Plus licenses this is ownership-based.
  • Remove from Record unlinks the file from this record but keeps it in the org’s file library. Useful when a file was attached to the wrong record.