How to Share a ContentDocumentLink using "Set by Record"

Question

I want to use the "Set by Record" sharing option of Chatter files introduced in Winter '16.

As far as I understood I have to add an AfterInsert trigger on ContentDocumentLink and reset the ShareType.

But to which value? Where are they officially documented?

Answer 1

This is available now in the Winter '20 release! https://releasenotes.docs.salesforce.com/en-us/winter20/release-notes/rn_files_sharing_set_by_record.htm

Answer 2

Set By Record can be done upon assigning

ShareType = "I", where it means:

Inferred permission. The user’s permission is determined by the related record. For shares with a library, this is defined by the permissions the user has in that library.

Other Share Types are:

V Viewer premission. The user can explicitly view but not edit the shared file.

C Collaborator permission. The user can explicitly view and edit the shared file.

Given a small piece of code for this assignment

//create an account 
Account acct = new Account(Name='TEST_ACCT');
insert acct;

ContentVersion contentVersion = new ContentVersion(
  Title = 'Test',
  PathOnClient = 'test.jpg',
  VersionData = Blob.valueOf('Test Content'),
  IsMajorVersion = true
);
insert contentVersion;    
List<ContentDocument> documents = [SELECT Id, Title, LatestPublishedVersionId FROM ContentDocument];

//create ContentDocumentLink  record for that account
ContentDocumentLink cdl = New ContentDocumentLink(
            LinkedEntityId = acct.id, ContentDocumentId = documents[0].Id, shareType = 'I');
insert cdl;

Also, created a file with Set By Record at my org.

Workbench query

For more information, refer ContentDocumentLink

Answer 3

Adding onto @Sanatanu answer because i struggled getting this right initially. This needs to be ran After Insert on a Content Version Trigger. After grabbing all of the content version contentDocId's i threw it into this method. i would suggest switching this to @future and dropping the return, but that is up to you.

public static final String SNOTE    = 'SNOTE';
public static List<ContentDocumentLink> shareByRecord(Set<Id> contentDocIdSet) {
    List<ContentDocumentLink> documentLinkList  = new List<ContentDocumentLink>();
    List<ContentDocumentLink> documents = [SELECT Id, ContentDocument.FileType
                                            FROM ContentDocumentLink 
                                            WHERE ContentDocumentId =: contentDocIdSet 
                                            AND LinkedEntityId <> null];                                        
    String fileType;
    For(ContentDocumentLink doc:documents){
        fileType    = doc.Contentdocument.FileType;
        if(SNOTE.equalsIgnoreCase(fileType)) {
            documentLinkList.add( New ContentDocumentLink(id = doc.id,
                                                        shareType = 'I'));
        }
    }                               
    return documentLinkList;
}

}