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Edit Google File Details

Type: Action, listed under the Google Client category in Flow Builder.

Renames a Google Client file or one of its versions and changes the description, without anyone opening the preview window.

This is the action behind the Edit Details screen users see on a file, so a flow that uses it produces exactly the same result.

When To Use It

  • Apply a naming convention to files as soon as they arrive.
  • Put a reference number or a record name into the file name.
  • Write a description onto a file from data the flow already has.

How To Add It To A Flow

  1. Open Flow Builder in Salesforce Setup.
  2. Create a flow, or open an existing one.
  3. Add an Action element.
  4. Choose the Google Client category and select Edit Google File Details.
  5. Pass the Google File record and the Google File Version record you want to change.
  6. Fill in whichever of the three new values you want to apply.
  7. Save and activate the flow.

Inputs

Input Required Description
localFileRecord Yes The Google File record being changed. It has to carry its current Name, because that is what the new name is compared against.
localFileVersionRecord Yes The Google File Version record being changed, also with its current Name.
newFileName No A new name for the file. The original extension is kept.
newFileVersionName No A new name for that version.
newFileDescription No A new description for the file.

The action returns nothing. Nothing is written when none of the three values actually change anything.

Note

The name changes in Salesforce only, the file keeps its Google Drive name. Load both records with Get Records first and include Name, which the new name is compared against.

📘 See Upload File to Google Drive to name a file at the moment it arrives instead.