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.

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.