Yes, user can upload files first and then select records using the Mass File Upload app. Follow the steps below to accomplish this:
- Go to the Mass File Upload app
- Navigate to the "Records" tab within the Mass File Upload app.
- In the "Records Selection Mode," turn OFF the toggle
- This allows you to upload files without selecting specific records initially.
- Upload your files: After turning the toggle off, you will have the option to upload your desired files. This can be done by dragging and dropping the files or using the upload button on the page.
- Choose the object: Select the relevant object to which the files should be linked.
- Set search mode: Depending on your requirements, choose the appropriate search mode to locate the desired records.
- Select records: Use the available options to select the records you wish to associate with the uploaded files.
- Save your selections: After selecting the records, click on the "Save" button to finalize the associations.
- Check the status: Upon successful file upload and record selection, you will receive a success message in the "Status" column, confirming that the process was completed.
