File Field
Attach and review all sorts of files that are related to your record, whether it’s a building blueprint, branding guidelines, Contract or Patient photo, all can be stored on the file field.
Transcript
Creating a file field
- Under any list click on “Table Customization”
- Click + Create New Field
- Type in a field name
- From “Field Type” Drop Down List select “File”
- Click Save.
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About the file Field
- You can upload up to 30 filed per record
- Each file can be up to 30 MB
- In automation while mapping the file field, you can map it with a file or a file URL
- You can download all attachment by clicking on the context menu of any file in field and select download all.
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Add Files with Automation
If you want to automated the file appending process you can do that as follow
- While configuring your automation, in any field mapping step
- Select the source of the you'd like to assign to your file field
- Keep the append option checked if you want the file to be added to the existing files
- If you want to replace the file make sure to uncheck the append option, this will keep just the last file added and remove the existing ones.
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File type restriction
You can restrict the file type the user can upload to a file field by following those steps
- Under the file field menu
- From the "Allowed file type" drop down
- Select the type of file that you would like to limit the uploaded files to
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If you select custom, you can type in any set of file extentions to limit the user to them
- Start typing the extention
- When done hit comma "," on your keyboard to start typing the next extention
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