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How to add attachments to a form?

Gilbert Escobar
Tera Contributor

Hi,

Can someone show me the Steps on "How to add attachment(s) to a form?"?

The catalog item form has an Update button which when clicked brings up the File Manager "Open" dialog where you can choose the folder and file to attach to the form.

 

Thank you so much.

Gilbert

 

12 REPLIES 12

Brian Lancaster
Tera Sage

Can you provide more details for what you are asking? I'm not 100% sure I understand what you are asking. Do you want these form so that users can download them from a catalog item? Do you want users to be able to add attachments when they order a catalog item?

Hi Brian,

 

Yes, there is this Update button on the form which when clicked pops up the File Manager dialog where we can select the path/folder and the file(s) to attach to the form.  I don't know why the button is called Update instead of Attach or Download.

 

I was wondering if I should use the "Download Attachments to Form" Step or the "Click a UI Action" Step.

 

Thanks.

Gilbert

 

Can you send a screenshot? Are you using the attachment variable? I know of no button on a catalog item that days update to add an attachment.

Sample Screenshots with Upload buttons.PNG