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Upload File Field

The Upload File Field allows the user to upload a file by dragging and dropping the file in the upload file field, or by browsing their computer and selecting the file to upload.

Buttons to download and/or clear the file can be configured to display when a file is uploaded.

When an image is uploaded, an additional button will be displayed to open the image in a popup window. An image thumbnail can also be configured to display when an image is uploaded.

When a PDF file is uploaded, an additional button will be displayed to view the PDF in a popup window.

A video player can be configured to display when a video file is uploaded, and an audio player can be configure to display when an audio file is uploaded.

The Upload File Field also supports the use of integration and migration targets.

Screenshot of the upload file field

Storage Location

Specifies the storage location defined at the workspace level where the uploaded file will be saved.

Max File Size (MB)

Specifies the maximum file size allowed for upload, measured in megabytes. If a user attempts to upload a file larger than this limit, the upload will fail. It is recommended to inform the user of the maximum file size through one of the description fields.

Allowed File Types

To restrict the types of files that can be uploaded, a comma-separated list of permitted file extensions can be specified. For example, to permit only PNG, GIF, and XML files, the field should be populated with .png,.gif,.xml.

If left empty, no restrictions will be applied, and all file types will be accepted.

Use Uploaded File as Workspace Icon

If Workspace Cards are in use, setting this option to “Yes” will ensure that the uploaded file is used as the image for the card associated with the workspace. If the uploaded file is removed, the workspace card icon will also be updated accordingly. The icon will be synchronized with the file uploaded to this field.

The file will be used for the workspace card only if it meets the following criteria: it must be an image, the storage location must be public, and Workspace Cards must be enabled. If any of these conditions are not met while this field is set to “Yes,” errors will be logged in the Application Logs.

It is advisable to have only one field that synchronizes with the workspace icon.

Screenshot of a workspace card with an arrow pointing to the image

Enable File Compression

Determines whether the file will be compressed before uploading, which reduces the size of large files. It is advisable to set this option to “Yes” if large files are expected to be uploaded.

Enable File Encryption

Only applicable when “Enable File Compression” is set to “Yes”.

Determines whether the compressed file will be encrypted before uploading. Enabling encryption ensures that the file remains secure and protected during transmission. It is recommended to activate this option if sensitive data is included in the file.

Upload Button Text

Overrides the text on the button to upload a file. This should be a short phrase that clearly states what will happen when the user clicks the button. If this field is left blank, the default button text will be “Drag and drop or click to upload”.

Screenshot of the upload button text

Upload Button Icon Class

Should the upload icon be overridden by a different icon? If so, the icon can be specified here using CSS classes.

For example, if using FontAwesome’s light cloud icon, fa-light fa-cloud would be entered in this Field.

Screenshot of the upload button icon

Display Download Button

Determines if the download button will be visible. This button allows users to download the file once a file has been uploaded.

Screenshot of the download button

Display Copy File URL Button

Determines if the copy file URL button will be visible. This button allows users to copy the file URL once a file has been uploaded.

Screenshot of the copy file button

Display Clear Button

Determines if the clear button will be visible. This button allows users to clear the uploaded file once a file has been uploaded.

Screenshot of the clear button

Clear Button Text

Only applicable when “Display Clear Button” is set to “Yes”.

Overrides the text on the button that clears the file upload. This should be a short phrase that clearly states what will happen when the user clicks the button. If this field is left blank, the default button text will be “Clear File”.

Screenshot of the clear button text

Display Image Thumbnail

Determines if a thumbnail will be rendered if an image is uploaded. If set to “Yes”, a preview of the image will be rendered on the page when an image is successfully uploaded.

Screenshot of an image thumbnail on an upload file field

Display Audio Player

Determines if an audio player will be displayed if an audio file is uploaded. If set to “Yes”, an audio player will be displayed on the page when an audio file is successfully uploaded.

Screenshot of the upload file field audio player

Display Video Player

Determines if a video player will be displayed if a video file is uploaded. If set to “Yes”, a video player will be displayed on the page when a video is successfully uploaded.

Screenshot of the upload file field video player

Autoplay Video

Only applicable when “Display Video Player” is set to “Yes”.

Determines if the video player will automatically start playing once it’s loaded.

Video Player Height

Only applicable when “Display Video Player” is set to “Yes”.

Determines the height of the video player in pixels. The recommended aspect ration for video players is 16:9.

Video Player Width

Only applicable when “Display Video Player” is set to “Yes”.

Determines the height of the video player in pixels. The recommended aspect ration for video players is 16:9.

Enable Integration Targets

Determines if the use of integration targets will be permitted. If set to “Yes”, a field to select the import target will appear once a file has been successfully uploaded.

Screenshot of the upload file field with integration targets enabled - displays an additional field to select the import target

Select Import Target Placeholder Text

Only applicable when “Enable Integration Targets” is set to “Yes”.

Defines the placeholder text that is displayed when the import target has not yet been selected in the “Select Import Target” field. This is used to prompt the user with instructions on what to do with the field. If this field is left blank, the default text will be “Select your import type”.

Screenshot of the select import target placeholder text

Import Button Text

Only applicable when “Enable Integration Targets” is set to “Yes”.

Defines the text on the import button. This should be a short phrase that clearly states what will happen when the user clicks the button. If this field is left blank, the default button text will be “Load”.

Screenshot of the import button text

Integration Targets

Only applicable when “Enable Integration Targets” is set to “Yes”.

Specifies the integration targets that will appear in the list of available integration targets for the user to select from.

Screenshot of integration targets in a drop down menu on an upload file field

Confirm Import

Only applicable when “Enable Integration Targets” is set to “Yes”.

Defines whether there should there be a confirmation window popup when a user is trying to do an import.

Screenshot of the confirmation popup window for the integration target

Confirm Import Window Content

Only applicable when “Confirm Import” is set to “Yes”.

Defines the text that will appear in the confirmation window popup when a user is trying to do an import. This should ask the user to confirm that they want to proceed with this action.

Screenshot of the text in the popup confirmation window

Confirm Undo Import

Only applicable when “Enable Integration Targets” is set to “Yes”.

Defines whether there should there be a confirmation window popup when a user is trying to undo an import.

Import Undo Button Label

Only applicable when “Confirm Undo Import” is set to “Yes”.

Defines the text on the undo import button. This should be a short phrase that clearly states what will happen when the user clicks the button.

Confirm Undo Window Content

Only applicable when “Confirm Undo Import” is set to “Yes”.

Defines the text that will appear in the confirmation window popup when a user is trying to undo an import. This should ask the user to confirm that they want to proceed with this action.

Import Support Role

Only applicable when “Enable Integration Targets” is set to “Yes”.

Defines the administrator roles that have access to view the list of errors when an error occurs during an import (for example: if rows in dataset that are configured incorrectly or missing data).

Contact Support Button Text

Only applicable when “Enable Integration Targets” is set to “Yes”.

Defines the text on the button to contact support. This button will be displayed if an error occurs during an import, and the user does not have one of the import support roles. This should be a short phrase that clearly states what will happen when the user clicks the button.

View Errors Button Text

Only applicable when “Enable Integration Targets” is set to “Yes”.

Defines the text on the button to view the import errors. This button will be displayed if an error occurs during an import, and the user has one of the import support roles. This should be a short phrase that clearly states what will happen when the user clicks the button.

Enable Migration Targets

Determines if the use of migration targets will be permitted. If set to “Yes”, a field to select the migration target will be displayed under the upload field.

Screenshot of the upload file field with migration targets enabled - displays an additional field to select the migration target

Select Export Placeholder Text

Only applicable when “Enable Migration Targets” is set to “Yes”.

What should the placeholder text be for the select export target? This is used to prompt the user with instructions on what to do with the field. If this field is left blank, the default text will be “Select a migration Target”.

Screenshot of the select export target placeholder text

Export Button Text

Only applicable when “Enable Migration Targets” is set to “Yes”.

Defines the text on the export button. This should be a short phrase that clearly states what will happen when the user clicks the button. If this field is left blank, the default button text will be “Call API”.

Screenshot of the export button text

Outbound Migration Targets

Only applicable when “Enable Migration Targets” is set to “Yes”.

Specifies the migration targets that will appear in the list of available migration targets for the user to select from.

Screenshot of migration targets in a drop down menu on an upload file field
Updated on August 23, 2024

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