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.

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:

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

3. 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.

4. Place into the Screen Builder canvas where you want the control to display on the Screen.
5. Configure the File Upload control. See Settings.

Below is a File Upload control in Preview mode.

Move the Control on the Page

After adding a control to a Screen page, you may move it to another location on that page such that it is above or below other controls placed on that page. A control cannot be moved to another Screen page.

Permissions are required to do this.

Follow these steps to move a control to another location on that Screen page:

3. Place the control at the location on the page you want it. The other control(s) on the page automatically adjust position.

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:

1. Select the control to be copied.

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:

1. Select the control to be deleted.

Settings

Permissions are required to do this.

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

• Variable panel

• Configuration panel

• Advanced panel

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

• Required

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

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

• Device Visibility

• CSS Selector Name

• Aria Label

• Tab Order

Visibility Rule

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.

CSS Selector Name

See the following best practices regarding custom CSS in Screens:

• Editing a CSS name to represent this control in custom CSS syntax

• Visibility rules override custom CSS settings

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.

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

Related Topics

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