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.

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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.

About the file Field

  • You can upload up to 30 filed per record
  • Each file can be up to 200 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.

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
  • 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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