Files upload field

How to use attachments in data forms

Natalia avatar
Written by Natalia
Updated over a week ago

Sometimes you have a process with tasks where you need to use attachments. E.g. in the task "Provide new employee information" you may need to upload the scan of employee's ID. This type of task can be set when configuring data form in the template. 

Steps to setup file upload fields:

  1. Go to "Data form" tab, enter the field name and choose "Files upload" type.

  2. Use settings to limit the maximum number of files you can upload for this field.

3. When you're finished with your data form, please configure visibility settings for every field in every process task.

4. When you start process from this template, task assignee with access to this field (editable or required visibility setting) will see it in the following way:

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