File Field Type
Updated
The File Field Type in Entity Studio allows users to upload and manage various file formats directly within a record. This is particularly useful for attaching contracts, images, videos, audio, documents, and other reference files to entities, making record management more robust and centralized.
Configuring File Field
Navigate to Launchpad. From the Sprinklr Service tab, click Entity Studio from the Persona Apps section.
The Entity Manager page appears with the list of entities.
Search for the desired entity in the search bar. Click on the 3 dots and then click the View button next to the entity name.
On the left navigation pane, click Fields and Relationships.
Click the Create Field page in the top right corner of the Record Manager. The Create Field Page appears.
Select File from the Field Type drop-down.
The following are the fields that needs to be filled in the Create Field page.
Fields | Description |
Field Type | Choose File Field from the dropdown list. |
Name | Enter a descriptive field name (e.g., "Attachments", "Contract File"). |
API Reference ID | Provide a unique identifier for use in system references (e.g., attachment_file, contract_attachment). |
Help Text | (Optional) Add contextual help or instructions to guide users interacting with this field. |
Placeholder | This text will appear when the field is empty (e.g., "Attach files here"). |
Lookup Field | If this is related to recording uploads, toggle on Recording Message. This allows selecting or creating a recording while creating the record. |
Allowed File Types | Choose allowed file formats:
|
Maximum File Size (in KB) | Define a max file size (in kilobytes). Leave blank if there's no limit. |
Allow Multi-Selection | Toggle on if users should be able to upload multiple files. |
Click on the Save icon in the bottom right corner once you input the field details.
Example Configuration Scenario
You're setting up a file upload field for attaching contracts:
Name: Contract Files
API Reference ID: contract_files_attachment
Allowed File Types: PDF, DOCX
Maximum File Size: 10,000 KB (10 MB)
Options Enabled: Allow Multi-selection,
If this field is meant for recording uploads, you can enable Recording Message to allow users to pick from available audio or create a new one—perfect for scenarios like call recordings or support messages.
Summary
The File Field Type empowers users to attach and manage file-based content directly within entity records. It supports a wide range of formats and file size constraints making it highly versatile for real-world use cases like contracts, invoices, designs, or media files.