The content in this guide is currently being revised to align with the new user interface. Some text and images may be outdated.

Upload a File Action

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:

  1. 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.

  2. The Create Progression Action Field screen will appear.

Upload File Action2

You can then configure the default values for the file, such as:

Screen Shot 2015 11 02 at 12.48.31 PM

  • 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.

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