# FileStorage UI

The Workato FileStorage user interface (UI) allows you to manage files stored in the FileStorage system.

CREATING FILES

You can add files to the FileStorage system by using the FileStorage connector.

# Supported operations

The FileStorage UI supports the following operations:


# Browse files and directories

To access the FileStorage UI, navigate to Tools > FileStorage.

Workato FileStorage UI The Workato FileStorage UI

The UI displays the FileStorage system's root directory by default. From here, 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 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.


The FileStorage UI allows you to recursively search both files and directories. 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 all types, just files, or just directories Searching FileStorage by files only, directories only, or both


# 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 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 Entering a directory name

3

Select Create directory.


# 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 certain file types, the panel also displays a preview of the file's contents.

Previewing a file in the FileStorage UI Previewing a file in the FileStorage UI

The UI shows the following metadata for the selected file:

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

Currently, FileStorage supports previewing CSV files. 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 to return to the normal preview, or use the keyboard shortcut Esc.


# Download a file

When you select a file from the list of files and directories, you can download the file by selecting the Download button in the upper-right corner of the side panel.

The Download button in the FileStorage UI The Download button in the FileStorage UI

# Role-based access control in the FileStorage UI

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

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

The FileStorage UI supports the following permissions:

  • Full access

  • View files and directories and create directories

  • View

  • View files and directories

  • Create

  • Create 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


Last updated: 6/22/2023, 4:34:04 PM