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 document.

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.

    UploadFileAction 

  2. The Create Progression Action Field screen will appear.

    UploadFileAction2 

  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. Tto 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.

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