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 Some text and images may be outdated.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 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:
Prompt your user to upload a file, such as an image, spreadsheet, PDF or other related document.
To create an Upload File action:
Find the progression you want to add an action to, click the + button on the right-hand side, and select Upload File.
The Create Progression Action Field screen will appear.
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.