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.
Available on all tiers, with more options on the Advanced and Enterprise tiers:
Contents
About
The File Upload question type enables a mobile user to attach files currently saved on their mobile device to a form. TrueContext includes the uploaded files with the form submission, and you can view and download the files in the Web Portal.
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.
You can also use File Upload Questions in Customer Feedback Forms.
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 TrueContext Web Portal
The TrueContext 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.
The form is open and in progress.
The user views a submitted form.
Form Builder
In the Form Builder, a File Upload question looks like this:
When you add or edit a File Upload question, the Form Builder displays the General, Properties, and Help Options 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.
General
Unique ID
The Unique ID is the reference for the question. You can let the Form Builder auto-generate a Unique ID 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:
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✓ indicates a restriction that you can configure.
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✓* indicates a restriction that is always on.
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✘* indicates a restriction that is always off.
| Required | Read-Only | Hidden on Device | Hidden on Reports |
Keep question width to 100% |
|
| 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:
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Maximum Attachments
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Router Setup
Info:You can only route data from one structured or unstructured text file. To enable the Router Setup property, set Maximum Attachments to 1.
Help Options
Available on the Advanced and Enterprise tiers:
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
Info:The topic Dispatching Methods describes the different options in more detail.