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Attachment Field Type

TABLE OF CONTENTS

The Attach field type allows users to attach documents and files from a device or various web locations. Like most field types, it includes the appropriate basic properties, layout & styling, and validation & behavior such as visibility, dynamic values, and read-only behavior. 

Under advanced options for this field, as screen designer you have the ability to limit file types and download from a URL. The file types and URL can also be data-driven; that is, their values can be driven by other fields in the form screen. 

Creating specific limits for file types can prevent a user from uploading something malicious, such as a .zip file containing viruses or other unwanted attachments.

As always, you can specific whether this field may contain personal data by checking the box for IS PERSONAL DATA.

File Name Property

The file name property on the Attach field allows you to specify a custom file name that will be used for the attached file. This property can be static, dynamic or a combination of both, using static text and data names from the form -- e.g., File-{{UserInput}}. A data entry field like a text field can be used for the user to specify a file name in this way. Consider also using metadata fields to add further specificity to file names.

Attachments and Output

Unlike photo or signature controls, there is no way to include a document inside your document template fully. If you need an image of your document to show up inside a Word or Excel output design, please take a photo of a document and include that as a separate media field. If your form screen includes a connector, such as an email connector or other file storage to Dropbox, Google Drive, etc., you can select the box to "Send Media Files Separately" and, in that connector, all media files, file attachments and signatures will be attached separately. If the attachment you include in your form is a PDF document, for example, that will be sent alongside your connector document, if you have one using a template.

If you do not want to send media files separately, because too many files are part of the document, or because you want it all contained in a single output report, such as PDF, you may want to consider using a hidden field to capture the URL of where the file exists. In this instance, you can use a hidden or other text field along with the function FILEURL({{mediafield}}) in order to associate the file attachment directly in an output template, such as Word or Excel, which may be converted into PDF on any specific connector.

Example: Say you have a floor design document that you attach to a work order, and the attachment field is called {{FloorDesign}}. You can create a hidden field for the exact URL location of any PDF attachment. The hidden field, say that is called {{HiddenURLField}}, you will use the formula FILEURL({{FloorDesign}}). 

Your output document will then reference this hidden field using the following formula:

Word Template:

{( LINK(‘Click here’, {{HiddenURLField}}) )}

Excel Template:

{{( LINK('Click here', {{HiddenURLField}}) )}}

Alternatively, you may substitute the static text in quotation marks for the data name of a field with text to be shown instead. For example, if you have a hidden or other field named {{textHere}}, your formula on the output would be:

Word Template:

{( LINK({{textHere}}, {{HiddenURLField}}) )}

Excel Template:

{{( LINK({{textHere}}, {{HiddenURLField}}) )}}

Whether you are sending a Word, Excel, or PDF document in your connector, the text will be a link to the attachment. This is a powerful capability to attach and utilize additional documents or other files inside your form screens.


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