Question Type: File Upload

Use a File Upload question when your field users need to attach files to a form. For example, users can attach a PDF contract or equipment diagnostic text file. This topic describes how File Upload questions work and how to configure them.

Contents

About

The File Upload question type enables a mobile user to attach files currently saved on their mobile device to a form. ProntoForms includes the uploaded files with the form submission, and you can view and download the files in the Web Portal.

Tip:You can set up your Data Destinations to send uploaded files as separate attachments. This is useful when you want to attach the files to an email or store them in a SharePoint document library, for example.

Supported file types

Users can upload any type of file.

Note:If your security policy doesn't allow this, do not add File Upload type questions to your forms.

Access to uploaded files

In your Document settings, you can choose to display a secure link to the uploaded files. When a user selects the link, they are prompted to sign in to the ProntoForms Web PortalClosed The ProntoForms Web Portal is a web application used to manage security settings, forms, FormSpaces, other users, Data Sources, and Data Destinations. to view or download the files.

Note:Once a user uploads a file, they can’t open that file to view it in the ProntoForms app when they:
  • Have the form open to complete it.

  • View a submitted form.

Form Builder

In the Form BuilderClosed The Form Builder is the tool that form designers use to create forms. In the Form Builder, accessed from the ProntoForms Web Portal, form designers can add and edit pages, sections, and questions, as well as attach data destinations and configure the form's settings., a File Upload question looks like this:

2019-01-16-FB-FileUpload02.png

When you add or edit a File Upload question, the Form Builder displays the General, Properties, and Help OptionsClosed Help Options are ways to add help content, such as YouTube videos, web pages, text, or images, to questions in a form. Mobile users simply tap the help icon next to a question to see the help that the form designer provided. tabs.

2019-01-16-FB-FileUpload01.png

General

Unique ID

The Unique ID is the reference for the question. You can let the Form Builder auto-generate a Unique IDClosed A Unique ID refers to the specific identifier of a question, form page, form section, or Data Destination. Unique IDs are used as reference points when pulling data for conditional logic, Analytics projects, Data Destinations, and Documents. based on the question text, or you can enter a specific Unique ID.

Restrictions

Restrictions control how your mobile users interact with a question. You can set restrictions on the question itself, or control this behavior by applying Conditional Logic.

The following table shows which restrictions you can set for the question type. Note that:

  • indicates a restriction that you can configure.

  • * indicates a restriction that is always on.

  • ✘* indicates a restriction that is always off.

  Required Read-Only Hidden on Device Hidden on Reports

Keep question width to 100%

(Side-by-Side SectionsClosed Side-by-Side Sections display questions and answers in a condensed, two-column layout. This can make it easier and faster for field users to scan, complete, and confirm the answers in a form. only)

File Upload *

Properties

Properties allow you to set up your question in various ways. Properties depend on the Data Type. File Upload questions use the Attachment Data Type, which supports the following Properties:

Help Options

Adding “Help” options to forms gives mobile users access to support and other resources out in the field. Help content is available to users through a button embedded beside a question. Any question in the form can include a link to YouTube videos, web pages, or work instructions.

Dispatch

DispatchClosed The term "dispatch" refers to the act of sending a form to a mobile user or customer. Typically, a dispatched form includes some information pre-filled to give the recipient context for the work to be done. Dispatch can be manual or automated (using a Dispatch Data Destination or the ProntoForms REST API). Destination Single or Bulk Dispatch from the Web Portal REST API Dispatch
Dispatch Files Dispatch with the ProntoForms Portal Dispatch Forms

Info:The topic Dispatching Methods describes the different options in more detail.