The content in this guide is currently being revised to align with the new user interface. Some text and images may be outdated.
Customize your progressions to prompt a tech to upload screenshots when starting a ticket, or a user to upload scope of work docs and client agreements when starting a project by adding Upload File action to your status change.
Prompt your user to upload a file - it might be an image, spreadsheet, PDF or other related document.
To create an Upload File action:
Find the progression you want to add an Upload File action for, and then select this option from the drop-down list on the right-hand side.
The Create Progression Action Field screen will appear.
You can then configure the default values for the file, such as:
Object - for changing the object type (advanced) - in most cases leave default.
Title - Describe the file upload that is expected. - eg. “Upload Training Doc”
File Path - The default location for any files that are uploaded from this progression is the issue root folder. So if left blank, your document would be in CompanyName/Issues/Current Issue/ - to have them upload to a subfolder by default, you can specify the name of the subfolder - eg. CompanyName/Issues/Current Issue/SubfolderA
Public Visibility - Only applies to systems with an integrated Client Portal. Whether or not the File can be viewable by your Clients.
Required - If selected, the user cannot proceed until a file is selected.