Creating a File Upload Field in a Classic Form

  • Updated

The File Upload field allows form submitters to upload documents with their form submissions.

For example, this could include resumes, article submissions, or statements of work. Files can be retrieved by accessing the Act-On list that collects the submissions.

This functionality is only available in legacy Classic forms. This option was removed from new forms due to potential security concerns.

Disclaimer: This article relates to Classic Forms, a legacy feature unavailable for new accounts. If you need information on using Act-On Forms, see Forms Composer User Guide.

Instructions

Use File Upload Field

  1. Click on Content > Forms
  2. Edit an existing form, or create a new form
  3. Hover over a field and click the New option
  4. Click File Upload
  5. Within the File Upload field, there are three areas that will appear:
    • Display Settings – This area contains fields that allow you to customize the portion of your form that is visible to your end-users
    • Input Validation – This provides the option for you to require users to upload a file with their submitted form
    • Data Field Name – This will be the column name on the list created to collect signups for your form. In many cases, the label and field name will be the same but on occasion, you may want to ask your users a question (e.g., the label may read 'What is your favorite color?" and to keep your list manageable you may create a field name that says 'Color' for easy viewing on your list.).
  6. Click Submit
  7. Click 3. Finish
  8. Click Done

Access Files Submitted Via File Upload

  1. Hover over the form, and click the green drop-down arrow
  2. Click Show Underlying List
  3. Scroll to the appropriate field in the list
  4. Click on the file directly

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