FileStorage UI

Use the Workato FileStorage user interface (UI) to upload, delete, and manage files or directories stored in the FileStorage system. To access the FileStorage UI, navigate to Tools > FileStorage.

Navigating to the FileStorage UI

Supported operations

You can perform the following operations using FileStorage UI:

• Upload files
• Create directories
• Delete files and directories
• Rename files
• Move files
• Download files
• Browse files and directories
• Search files and directories
• Preview file metadata
• Preview file operations

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Upload files

To upload a file:

1

Select the Upload file button, next to the Create directory button. The file is uploaded to the directory that you select Upload file in. In this example, the directory that files are uploaded to is the root directory.

The Upload file button in the FileStorage UI

2

FILE SIZE LIMIT

When you upload files through the FileStorage UI, each file has a 5 GB size limit. If you want to upload larger files, use the FileStorage connector's Create file action in a recipe.

Drag and drop a file or select a file from your device in the modal that appears. You can upload one or multiple files at a time.

Successfully uploading a file

3

After you finish uploading all files, select the Done button at the bottom left of the modal. The files you uploaded display in your FileStorage directory.

Once you have one or more files or subdirectories within a directory, the Upload file and Create directory buttons will move to the top right of the UI.

The Upload file and Create directory buttons are at the top right

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Create a directory

To create a directory in the FileStorage UI:

1

Select the Create directory button in the upper right of the UI.

The Create directory button in the FileStorage UI

2

Enter the directory name in the modal that appears. The UI shows the directory path preview.

In the following example, the directory path preview is /Contacts/:

Entering a directory name

3

Select Create directory.

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Delete files and directories

Within the FileStorage UI, you can delete existing files and directories. You cannot undo deleting a file or a directory.

To delete a file or directory:

1

In the FileStorage UI, navigate to the directory that the file or directory is in. If the file or directory is not in the root directory, select the subdirectory that your intended file or directory is in.

2

Select the three dots in the far right of the file or directory.

Selecting the three dots for a directory

3

Select Delete directory or Delete file.

DELETING A DIRECTORY

When you delete a directory, you also delete all files and subdirectories in the directory.

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Rename files

Within the FileStorage UI, you can rename files.

To rename a file:

1

In the FileStorage UI, navigate to the directory that the file or directory is in. If the file or directory is not in the root directory, select the subdirectory that your intended file or directory is in.

2

Select the three dots in the far right of the file.

Selecting the three dots for a file

3

Select Rename file and enter the new file name in the input field that displays over the old file name.

Example of input text field

4

Select the checkmark icon next to the input field to save the new file name. After you save the file name, a file preview side panel displays on the right side of the UI. Select the X button within the panel to exit the file preview.

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Move files

Within the FileStorage UI, you can move files to other directories in the FileStorage UI.

To move a file:

1

In the FileStorage UI, navigate to the directory that the file is in.

2

Select the three dots in the far right of each file or directory.

Selecting the three dots for a file

3

Select Move file. This opens the Move file modal.

In the Move file modal, there are two ways you can move a file to another directory. You can either use the Choose a directory method, or the Enter a directory path method. To use Choose a directory, you select the directory path from a dropdown menu. To use Enter a directory path, you enter the directory path directly.

To use Choose a directory:

1

In the Move file modal, using the left dropdown, make sure that you've selected the dropdown option Choose a directory.

2

Select the vertical triangle next to the name of the directory the file is. This opens a dropdown list of all the subdirectories within the current directory. If the directory you'd like to move the file to is not listed in the list of subdirectories after selecting the vertical triangle, continue to expand the subdirectories using the vertical triangle until you see the subdirectory you'd like to move the file to.

Finding the directory you'd like to move the file to

3

From the dropdown list of subdirectories, select the name of the directory you want to move your file to.

The directory is selected within the dropdown list

4

Select the Confirm button.

To use Enter a directory path:

1

In the Move file modal, using the left dropdown, select the dropdown option Enter a directory path.

2

Enter the path of the subdirectory you want to move the file to. Directory paths in the FileStorage UI take the format of /Directory_Name. If you are moving a file to a nested subdirectory, the format for the path is /Directory_Name/Subdirectory_Name. The path for the root directory is /.

Entering the path of a subdirectory

3

Select the Confirm button.

CONFIRM NEW DIRECTORY

After you move a file, a green popup displays at the top of the UI. This popup confirms the file was moved successfully. When you select the Show file location link in the popup, the link redirects to the file's new directory.

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Download a file

Within the FileStorage UI, you can download previously uploaded files.

To download a file:

1

In the FileStorage UI, navigate to the directory that the file is in.

2

Select the three dots in the far right of each file or directory.

Selecting the three dots for a file

3

Select Download.

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Browse files and directories

The FileStorage UI displays the FileStorage system's root directory by default. From the root directory, you can view a list of files and subdirectories, select a file to preview, select a subdirectory to browse, or create a directory.

Browsing files and directories in the Workato FileStorage UI

The UI displays the following information for each file in the list:

• Name
• Type
• Size
• Created time
• Last modified time

The UI displays the following information for each directory in the list:

• Name
• Created time

You can sort by Name or Created time by selecting the appropriate column name. Select it again to reverse the sort direction.

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Search files and directories

You can recursively search both files and directories using FileStorage UI. To search only files or only directories, select the All types drop-down menu and choose the desired type.

The search function is case insensitive. For example, the search terms contacts and CONTACTS return the same files.

Searching FileStorage by files only, directories only, or both

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Preview a file and its metadata

When you select a file from the list of files and directories, the FileStorage UI opens a side panel displaying the file's metadata. For CSV files, the panel also displays a preview of the file's contents.

Previewing a file in the FileStorage UI

The UI displays the following metadata for the selected file:

• Type
• Size
• Path (select Copy to copy the file path)
• Created
• Last modified

When you select a CSV file, the preview displays up to the first 10 rows of the CSV.

Select the Fullscreen button to view a fullscreen preview of the file. You can also use the keyboard shortcut Command + Enter (macOS) or Ctrl + Enter (Windows).

Select Exit or use the keyboard shortcut Esc to return to the default preview.

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Delete, move, download, and rename files from preview

When you select a file from the list of files and directories, the FileStorage UI opens a side panel displaying the file's metadata. Within this side panel, you can delete, move, download, and rename the file.

Previewing a file in the FileStorage UI

To delete or move a file from preview:

1

Select the three dots at the top right of the side panel.

When you select the dots, a dropdown menu opens with the options to Move file or Delete file

2

From the dropdown menu, select either Move file or Delete file. For detailed instructions on how to use these options, see Move file or Delete file.

To download a file from preview, select the Download button in the upper-right corner of the side panel.

To rename a file from preview, select the pencil icon next to the file's name. After you enter a new name in the input field, select the checkmark icon.

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Role-based access control in the FileStorage UI

Workato restricts access to the FileStorage UI using role-based access control. This is in contrast to the FileStorage connector, where all users in a workspace can access all FileStorage files and directories in the workspace.

To view or edit the permissions for a role, navigate to Workspace admin > Collaborator roles. Select the desired role, and then select Platform tools.

The following permissions are available in the FileStorage UI:

• Full access

• View and create files and directories

• View

• View files and directories

• Create

• Create files and directories

System and custom roles have the following permissions:

• Admin and Analyst system roles

• All permissions enabled

• Operator system role

• No permissions enabled

• Custom roles

• No permissions enabled by default; any permission can be assigned

FURTHER READING

• Managing your team collaborators with role-based access control
• Collaborator roles
• Collaborator privileges