Drag a file into a Connect conversation

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura
  • Drag and drop functionality in Connect Chat and Connect Support provides an easy way to share external attachments and links or items from within your instance.

    Antes de Iniciar

    Role required: none

    Por Que e Quando Desempenhar Esta Tarefa

    You can drag several things from within an instance, including items from the application navigator, records or breadcrumbs from lists, and Visual Task Boards from the My Task Boards page.

    Procedimento

    Drag an item in a Connect mini window.
    To drag a record from a list, drag the reference icon (Reference icon), the record number, or a reference column value.

    Connect accepts the same file extensions as the platform. For more information, see Add and manage attachments.