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Add File Privacy on Records to Edit File Details Layout

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Add File Privacy on Records to Edit File Details Layout

Add the File Privacy on Records option to the Edit File Details layout to let file owners control the visibility of files attached to records.

Required Editions

Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, and Developer Editions
User Permissions Needed
To customize Content Version layouts: Customize Application

If you don’t see the File Privacy on Records option, you can add it by customizing the Content Version page layout.

Note
Note In Salesforce Classic, the File Privacy on Records option also appears on the content detail page and in the content edit dialog. If a file is marked as private in Lightning Experience, it’s also private in Salesforce Classic. This feature is also available in Experience Cloud sites. Only admins and a file’s owner can change the value of File Privacy on Records.
  1. From Setup, enter Object Manager in the Quick Find box, and click Object Manager.
  2. In the Object Manager, click Content Version, then click Page Layouts.
  3. Open the page layout that you use for the Edit File Details page.
  4. In the layout palette, select Fields, drag File Privacy on Records to the Fields section under Content Detail Version, and click Save.

    File Privacy on Records under Description

    Tip
    Tip Though you can place the option anywhere in the Fields section, consider placing it after Description.

To see your result, from the Files tab, go to the Files page and edit a file’s details.File Privacy on Records option

Note
Note When you click Edit File Details from Related Lists, the File Privacy on Records field isn't visible.
 
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