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 Some text and images may be outdated.

Progression Action: Upload File (PREMIUM)

Customize your progressions to prompt a user to upload screenshots when starting a ticket, or to upload scope of work docs and client agreements when starting a project by adding an upload file action to your status change.

Using this guide, you can:


Upload File

Prompt your user to upload a file, such as an image, spreadsheet, PDF or other related documents.

To create an Upload File action:

  1. Find the progression you want to add an action to, click the + button on the right-hand side, and select Upload File.

    Upload File Action 

  2. The Create File Action for Progression screen will appear.


  3. 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 object's root folder. To have the user upload to a subfolder by default, you can specify the name of the subfolder.

  • Public Visibility - Only applies to systems with an integrated Client Portal to determine whether or not the File can be viewable by your Clients.

  • Required - If selected, the user cannot proceed until a file is selected.

Schedule a Live Demo
Tailored to your business All questions answered
Request a Time
Accelo uses cookies to give you the best possible experience - by clicking 'Continue' you agree to our use of cookies. Refer to our Privacy Policy for details. Continue