Yes, you can migrate files/attachments without searching on the screen. Follow the steps below:
- Go to the "About Drag & Drop and Upload to Amazon S3" tab.
- Navigate to "Additional Features" and click on the "Migrate Attachment/File to S3" option.
- You will be redirected to the Migrate Page.
- On the Migrate Page, click on "Migrate Now".
- In the Select File/Attachment dropdown, choose the file or attachment according to your requirements.
- Turn on the "Allow Orphan Cloud Document Creation" toggle if you want to migrate files from objects that are not related to Cloud Document.
- If you want to filter the files, you can add SOQL filter conditions in the Filter Files section.
- In the Select Object dropdown, you will see a list of all objects where files or attachments are available.
- If you want to filter records, enter the query in the Filter Case Records section by adding SOQL filter conditions.
- If you want to reconsider files/attachments that have already been migrated, enable the "Reconsider Already Migrated Files" toggle.
- Select the object from which you want to migrate files/attachments, and then click on the Migrate Via Batch button.
- A popup will appear where you can configure options like:
- Delete files after upload - If you want to delete files after migration
- Email notifications - When Files migrationis completed send a Notification
- Enable custom attributes - metadata (key-value ) will be sent to S3
- After configuring the options, click on "StartMigration (Batch)".
- Once you click Start Migration (Batch), a notification will appear indicating that the batch has been initiated.
- While migrating if you enabled the notification, you can receive the email like below:
