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          Add Members to Document Quip Action

          Add Members to Document Quip Action

          Add members with different levels of access to a document.

          Required Editions

          Available in: Lightning Experience
          View supported editions for Quip.

          In Flow Builder, add an Action element to your flow. In the Action field, enter Quip, and select Add Members to Document.

          Set Input Values

          Use values from earlier in the flow to set the inputs for the action.

          Input ParameterDescription
          Document URL URL of the document that you want to add members to.
          Add Comment-Access Members by Email Address

          Optional. A list of user emails separated by commas that can view and comment on the document. Valid values are:

          • person1@quip.com, person2@quip.com, person3@quip.com
          • person1@quip.com
          Add Edit-Access Member by Email Address

          Optional. A list of user emails separated by commas that can view, comment on, and edit the document. Valid values are:

          • person1@quip.com, person2@quip.com, person3@quip.com
          • person1@quip.com
          Add Full-Access Members by Email Address

          Optional. A list of user emails separated by commas that can view, comment on, edit, and share the document. Valid values are:

          • person1@quip.com, person2@quip.com, person3@quip.com
          • person1@quip.com
          Add View-Access Members by Email Address

          Optional. A list of user emails separated by commas that can view the document. Valid values are:

          • person1@quip.com, person2@quip.com, person3@quip.com
          • person1@quip.com

          Store Output Values

          Output Parameter Description
          Document ID ID of the document
          Document Link URL of the document
          Document Title Title of the document
          Example
          Example A service manager wants to add Tier 3 service reps to a Case Swarm document to solve a customer case. The service manager also wants to keep sales reps with open opportunities related to the account up to date. You can create a flow that uses the Add Members to Document core action to add Tier 3 reps to the Case Swarm document and grant the service reps edit-access to the document. Then you can add the sales reps with open opportunities to the document with comment-access so that they can see what’s happening and ask questions.
           
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          Salesforce Help | Article