Variable fields: File uploads

Many teams would like to attach documents, photos or PDFs directly to forms. With the new upload field, this is now easy to do - centrally, securely and where the information belongs.

• There will be a new "Upload" field in the Form Builder. This allows you to upload common file formats up to 5 MB per file - even several files at once.

• What this is good for:

  • Storing relevant files directly with the data record (e.g. permits, photos, receipts).

  • Fewer media disruptions: No subsequent submission by e-mail, everything stays in one place.

  • Quick retrieval: Files are listed directly in the field - with creation date.

• How to use it:

  • Add the "Upload" field in the form builder.

  • Upload files (multiple selection possible, only permitted formats).

  • Open files from the list:

• PDFs/images are displayed in a practical preview window.

• Open other formats in a new tab or download.

  • Delete files if required (with confirmation prompt).

• What you should know:

  • Supported formats: Common Office/image/PDF formats plus txt, json, xml.

  • Max. Size per file: 5 MB.

  • Files are stored securely in your S3 storage area, structured per data record and field.

  • Files with identical names can be overwritten (accepted by the system).

• Outlook:

  • The upload field significantly extends the flexibility of the variable fields and is a basis for further automation around documents. Your feedback helps us to set priorities for previews and special file types.