File Upload Control
The File Upload control allows you to prompt the user to upload one or more files. All files that are uploaded are stored in cloud storage and are accessible from within the checklist.
The File Upload control consists of a label, an upload button, and optional minimum/maximum file count settings.
The File Upload control should not be mistaken for the File control. The File control is read-only — it is used to display a file to the user so they can download it, with the file uploaded by you when building the template. The File Upload control is an input control — it allows users to upload their own files from within the checklist.
Add to the Template
The File Upload control can be added from the controls toolbar in the Template.
Once you have added the control, set the label text that will be displayed above the upload button. Use this to inform the user what they need to upload (e.g. "Upload Signed Invoice").
You can then set the minimum and maximum number of files the user is required to upload:
- Minimum Files — The minimum number of files that must be uploaded before the task can be completed. Set this to
0(the default) to make the upload optional. - Maximum Files — The maximum number of files the user is allowed to upload.
Use in the Checklist
The File Upload control displays an upload button and a list of uploaded files in the Checklist. Users can click the button to select and upload files from their device. Each uploaded file is shown with its file name and can be downloaded or removed.
Validation
When a minimum file count greater than 0 is set, validation is performed when the user completes the task. The task cannot be completed until the required minimum number of files has been uploaded.
Validation error messages are shown below the upload area.
If you try to complete a task outside of the checklist (e.g. from the Dashboard) and it fails validation we will notify you of the validation failure via a pop-up message.