Add a control to which the Request participant can upload a file from a local computer.
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.
This control is only available for Form-type Screens. See Screen Types.
The File Upload control is not available in Preview mode.
Watch the following product tour to learn how to use a File Download control.
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.
Follow these steps to add this control to the Screen:
Configure the File Upload control. See Settings.
Validate that the control is configured correctly. See Validate Your Screen.
The following screen uses a File Upload control where you can upload invoice documents.
The File Upload control has the following configurable settings in the Properties Panel:
Expand the Variable panel from the Properties Panel on the right to configure the following properties:
Expand the Configuration panel from the Properties Panel on the right to configure the following properties:
Expand the Advanced panel from the Properties Panel on the right to configure the following properties:
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.
From the Controls Menu on the left, expand the Files category, and then locate the File Upload icon.
Drag and drop the control to the Screen Builder canvas. Existing controls in the Screen will adjust positioning based on where you drag the control.
Enter the name of the uploaded file.
Edit the default label that displays for this control if necessary. New File Upload is the default value.
Select the Required setting to require a file be uploaded before the Screen can be submitted. This setting is not selected by default.
Enter the file type(s) this control accepts to upload by referencing its MIME type.
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.
Both: The control displays on both desktop and mobile devices. Both toggle keys are enabled by default.
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.
The Aria Label setting value replaces the Label setting value. For example, if a control has both a Label setting value and an Aria Label setting value, assistive technology only uses the Aria Label setting value.
Enter the number for the sequential keyboard navigation order that this control takes focus amongst other controls in this Screen.