FORM Butler – Web Forms Upload Attachments

Web Forms provides Attachments element. If it is required to upload attachment or take pictures via a mobile device on the web form. This can be achieved by the following way:

1. 1. Configure the Actionable with the Attachments you need. This requires a JSON specifying each type of document that needs to be uploaded. Here is an example of a JSON that takes 2 files, 1 optional and 1 required:
      [{"documentType":"Driver license","required":false},{"documentType":"Passport","required":true}]
      
      FYI: the “Enable Extra Document Upload” is not used.
   2. Drag and drop the “Attachments” component to the web form config page
   3. Generate and/or send out the form
   4. Upload files. The uploaded files will be attached to the record the web form was send from

Below are the settings you see after adding Attachments element to your form.

General

• Field label : Label of the Attachments form element you wish to display in the web form.
• Field Description : A description of the Attachments form element, typically providing details on the kind of data it captures.
• Key : Each form element you add to your web form has a unique, automatically generated value. That is visible here.

Condition

• Hide if: If you need to hide your Attachments section under certain conditions, then you can mention such conditions in Hide if editor of Attachments form element.

Layout

• Columns: By default, this is Auto, meaning that you divide the form based on the number of form elements you add in a single row. You can change it according to your business needs, so that you divide the form into the number of columns mentioned here.