Guided Workflow Screen Components - Attach File

Updated 

Overview

The Attach File feature in a form allows users to upload and submit files as part of their response or input. This feature is typically used to gather additional documents, images, or relevant files needed for processing, validation, or record-keeping. This feature is commonly used in applications like job applications, support ticket submissions, and document verification processes. 

Fields of the Attached File Feature

  • API Name:

    The API Name is a unique identifier for a specific object, field, or component. It is typically used programmatically or in backend integrations. It often follows a convention with underscores separating words (for example, Customer_Status__c)

  • Label: This field allows you to name the attached file. If you want to customize the name, you can use this component to define it. 

  • Mark Field as Mandatory: Enable this checkbox to make the field required, preventing users from proceeding without providing a value.

  • Add Help Text is the text that will be displayed to the end user to understand the Label’s Meaning. 

  • Supported File Types: This field enables you to specify the type of document you want to attach to the form. Sprinklr offers a variety of options, including Photo, Video, PDF Document, Presentation, Document, Excel Sheet, Message, Audio, and .zip file.

  • Default Value: You can add a pre-populated value for the component. You can use a text value or a variable here.

  • Allow Multiple Attachments: This option allows users to attach multiple files in a single upload. Depending on the client's use case, you can select or deselect this field. 

  • Set Maximum File Size: You can define the maximum file size for uploads, which helps control the file sizes submitted by users. The default maximum file size is 10 MB, but this limit can be increased directly from the UI.

Note: When files are uploaded through an External Guided Workflow form, Sprinklr retains the original file name without any additional prefix for all manually uploaded files (including PDFs and images) when it is shared with the end users.

This feature is DP controlled. To enable this feature, work with your Success Manager.

When enabled, attachments sent to end users retain their original names, improving clarity.

Cloud Storage Behavior for External Guided Workflow File Uploads

To support larger file uploads in External Guided Workflows, the Attach File component now uses cloud storage, which is enabled by default. This enhancement eliminates the need to manually configure the file size. With default cloud storage, Guided Workflows can now seamlessly accept files up to 10 MB without additional setup.

How Cloud Storage and Secure Bucket Settings Affect File Uploads

Depending on the state of **Cloud Storage** and **Secure Bucket**, the file upload behavior changes. The following table explains all four possible scenarios and the resulting behavior.

Cloud Storage Enabled

Secure Bucket Enabled

Resulting Behavior

TRUE

TRUE

Files are stored in a private secure bucket, with time-restricted access (5-minute expiry). Upload size is more than 10 MB.

TRUE

FALSE

Files are uploaded to a publicly accessible URL (no time restriction). Upload size up to 10 MB supported.

FALSE

TRUE

Files are stored in a private secure bucket, with 5-minute signed URL access. Upload size is limited to less than 10 MB.

FALSE

FALSE

Files are uploaded to a publicly accessible URL (no time restriction). Upload size is limited to less than 10 MB.

Note: These behaviors apply only to External Guided Workflow forms.

  • Visibility Conditions: A rule or set of rules that determine whether a specific element, field, or component is visible to users in an application or interface. These conditions are typically based on factors such as user roles, permissions, field values, or contextual data. Visibility conditions ensure that users only see relevant information, improving usability and security. 

    • Example

      • Condition: Display a "Priority Escalation" section if the "Ticket Priority" is set to "High." 

      • Implementation

      • Visibility Condition: Ticket_Priority == 'High' 

      • Result: The "Priority Escalation" section appears only for high-priority tickets. 

  • Configure Error Message: This field allows you to create a warning message for users when they attempt to upload a file in an incorrect format or exceed the specified file size limit. 

    Note: For more details about the translation of fields, refer to: Ability to Translate Fields of Attach File Component