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:

• Prompt your users to attach a file during a progression

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.
   
    

2. The Create Progression Action Field 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. 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.