Drag and drop a file in a Connect conversation

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.

Before you begin

Role required: none

About this task

You can drag and drop 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.

Procedure

Drag and drop an item in a Connect mini window.
To drag and drop 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 an attachment.