File Upload Control Settings

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.

If the Upload multiple files setting is selected for a File Upload control, the Screen user may upload multiple files. After uploading multiple files, any uploaded file may be removed from the File Upload control by clicking the Remove iconfor that file prior to submitting that Screen.

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 Required

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

Permissions Required

Permissions are required to do this.

Design Best Practice

Avoid designing with more than 25 controls in one Screen.

Follow these steps to add this control to the Screen:

View the Screen page to which to add the control.
Locate the File Upload iconin the panel to the left of the Screen Builder canvas.
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.
Place into the Screen Builder canvas where you want the control to display on the Screen.
Configure the File Upload control. See Settings.

Below is a File Upload control in Preview mode.

Move the Control on the Page

See Move a Control on the Page.

Copy the Control with its Settings

Copying a control also copies the current settings of that control. The copied control displays below other controls placed on that Screen page.

Permissions are required to do this.

Follow these steps to copy a control:

Select the control to be copied.
Click the Duplicate Control button. The control copies with its current settings, and then displays below other controls placed on that page.

As a best practice, after copying a control, change the Variable Name setting value for the copied control to its own unique variable value. Otherwise, in-progress Requests that use this Screen read from and send data to both controls.

Delete the Control from a Screen

Permissions are required to do this.

Deleting a control also deletes configuration for that control. If you add another control, it will have default settings.

Follow these steps to delete a control from a Screen page:

Select the control to be deleted.
Click the Delete button. The control deletes. Other controls on that Screen page adjust their locations automatically.

Settings

Permissions are required to do this.

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

Enter the name of the uploaded file. This setting has no default value.

Label

Edit the default label that displays for this control if necessary. New File Upload is the default value.

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

Select the Required setting to require a file be uploaded before the Screen can be submitted. This setting is not selected by default.

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

File Accepted

Enter the file type(s) this control accepts to upload by referencing its MIME type.

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

Specify an expression that indicates the condition(s) under which this control displays. See Expression Syntax Components. If this setting does not have an expression, then this control displays by default.

Note the following regarding how to use visibility rules:

To make this control hidden until another control contains a value, enter the Variable Name setting value of that control to this control's Visibility Rule setting.
Visibility rules override custom CSS settings.

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.
Both: The control displays on both desktop and mobile devices. Both toggle keys are enabled by default.

CSS Selector Name

Enter the value to represent this control in custom CSS syntax when in Custom CSS mode. As a best practice, use the same CSS Selector Name value on different controls of the same type to apply the same custom CSS style to all those controls.

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.

The Aria Label setting value replaces the Label setting value. For example, if a Submit Button control has both a Label setting value and an Aria Label setting value, assistive technology only uses the Aria Label setting value.

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.

See best practices for setting the tab order for a Screen's controls.

Enter the number for the sequential keyboard navigation order that this control takes focus amongst other controls in this Screen.