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Create and Edit Custom Files

Use this page when creating a new custom file or editing an existing custom file from Configuration > Custom Files.

The form screenshots below are separated by block where the application exposes separate sections. Complete the required values, review routing or destination references, and save the record.

Add and edit form

Custom Files add/edit form.
Custom Files add/edit form.

Main fields

FieldDescription
Name:Display name used in lists and references.
Description:Administrative note shown in lists and reports.
User agent regex:Object setting shown by the form.
File:File upload or file name used by the object.

Saving and deleting

TaskHow to do it
CreateSelect the new action from the Custom Files list, fill the required fields, and select Save.
EditOpen the existing custom file, update the needed fields, and select Save.
DeleteBefore deleting a custom file, check call-flow, destination, schedule, report, provisioning, or integration references. Use the row delete action or the form delete action when available, then confirm.