File Upload Control

Add a control to which the Request participant can upload a file from a local computer.

Control Description

The File Upload control adds an area in the Screen to which the Request participant can upload one or more files from a local computer or accessible network location. The Request participant can drag and place the file(s) on the control or select a button from which to locate the file(s) for upload. The uploaded file(s) can be referenced in a later step in a Request.

When a file is uploaded to a Screen during an in-progress Request, then submitted, that file can be downloaded from the Files tab in that Request's summary. The file remains available from that Request's summary regardless of that Request's status.

The File Upload control is not available in Preview mode.

Control Availability

This control is only available for Form-type Screens. See Screen Types.

Multiple File Upload Example

Need a solution to upload multiple files to a Screen that limits the number of files that maybe uploaded to a File Upload control? See how to use a Loop control to limit how many files may be uploaded to a Screen.

Permissions

Your user account or group membership must have the following permissions to design a Screen unless your user account has the Make this user a Super Admin setting selected:

  • Screens: Edit Screens

  • Screens: View Screens

See the Screens permissions or ask your Administrator for assistance.

Add the Control to a Screen

Follow these steps to add this control to the Screen:

  1. View the Screen page to which to add the control.

  2. Drag the File Upload icon into the Screen Builder canvas. Existing controls on the Screen Builder canvas adjust positioning based on where you drag the control.

  3. Place into the Screen Builder canvas where you want the control to display on the Screen.

  4. Configure the File Upload control. See Settings.

Below is a File Upload control in Preview mode.

Settings

The File Upload control has the following panels that contain settings:

Variable Panel Settings

Click the control while in Design mode, and then click the Variable panel that is on the right-side of the Screen Builder canvas.

Below are settings for the File Upload control in the Variable panel:

Name

Label

Upload Multiple Files

Select the Upload multiple files setting to allow the Screen user to upload multiple files at once using this File Upload control.

Required

Configuration Panel Settings

Click the control while in Design mode, and then click the Configuration panel that is on the right-side of the Screen Builder canvas.

Below is the setting for the File Upload control in the Configuration panel:

File Accepted

Separate multiple file types with commas (,). One space after each comma is acceptable.

Example 1:

application/msword, image/gif, image/jpeg, application/pdf, application/vnd.ms-powerpoint, application/vnd.ms-excel, text/plain

Example 2:

To successfully upload .DOCX files, add the MIME type for .DOCX to the file accepted configuration:

application/vnd.openxmlformats-officedocument.wordprocessingml.document

Advanced Panel Settings

Click the control while in Design mode, and then click the Advanced panel that is on the right-side of the Screen Builder canvas.

Below are settings for the File Upload control in the Advanced panel:

Visibility Rule

Note the following regarding how to use visibility rules:

Device Visibility

Select on which device types this control displays:

  • Desktop: The control displays only on desktop devices. Enable the Show for Desktop toggle key.

  • Mobile: The control displays only on mobile devices. Enable the Show for Mobile toggle key.

CSS Selector Name

See the following best practices regarding custom CSS in Screens:

Aria Label

Enter the string that provides a text alternative to this control for the following purposes:

  • Assistive technology, such as screen readers, read the Aria Label setting value.

  • This control has a visual indication of its purpose, such as a button that uses a graphic instead of text, but still needs to clarify that purpose for anyone who cannot access the visual indication.

Tab Order

Tab order determines the sequential navigation order to navigate a Screen's controls using a keyboard interface. Assistive technology users often use a keyboard for navigation.

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