1.         Log in to the campus portal as an administrator and access EX FormFlow - Forms.

2.         Click on the form you are working with.

3.         Click Add Question. The Add Item window appears.

4.         In the Unique ID field, enter an identifier for the file upload field.

5.         From the Type drop-down pick list, select FileUpload.

6.         In the Text field, enter and format the label you want to use to describe the file upload.

7.         Text is automatically added to the left of the file upload field. Use the Text Position options to move it to the top or right.

8.         If you are grouping fields, enter the group name in the Group field. Each question being included in the group must have the same group name in this field.

9.         Click Save.

1.         Log in to the campus portal as an administrator and access EX FormFlow - Forms.

2.         Click on the form you are working with.

3.         Click on the tab you want to work with.

4.         Right-click on the question/field and select Properties. The Edit Item window appears.

5.         Click the Settings tab.

6.         The question is automatically added to the left of the form page. Use the Alignment options to move it to the center or right.

7.         Set up the attributes:

a.         If you want to require users to upload a file as a part of their form submission, select the Required check box.

b.         The Hide On Load setting can be used to hide a question on the form until another action takes place.  * This setting will soon be discontinued. To show/hide a question, use question Rules options.   

8.         In the File Name Format field, define a name format for the file to be renamed when it is uploaded. If you do not enter anything here, the user's original file name is used. TIP: You can use @@string replacers or {} questions tags here. {usf_LastName}_Essay could rename the uploaded file to 'Simpson_Essay.docx'.

9.         In the Allowed Extensions field, enter a comma separated list of permitted file extensions the form user can upload (e.g., .docx, .pdf, .txt).

10.      In the Help Info Text field, enter additional information or brief instructions for form users. Help information is shown next to a help icon that shows your text when the user hovers over or clicks on it.

This option is only available to schools with a CRM Candidate license.

11.      Click Save.

You can use actions to control if anything happens when the form user downloads the file. For example, your band competition registration form includes a PDF download describing the competition requirements. When the form user downloads the file, you can show them a pop-up message letting them know Adobe Reader is required.  

1.         Log in to the campus portal as an administrator and access EX FormFlow - Forms.

2.         Click Manage Forms. The Manage Forms page appears.

3.         Click on the form you are working with.

4.         Click on the tab you want to work with.

5.         Right-click on the question/field and select Properties. The Edit Item window appears.

6.         Click the Rules tab.

7.         Click Add Step.

8.         From the first drop-down, select If answer value is and in the corresponding effect field, enter *.

Because downloads don't give form users different choices, this field is always *.

9.         In the third drop-down, select the action you want to happen.

10.      Sample options include:

a.         To show the form user a message, select Alert: Show message. A blank field appears where you can enter text you want shown in a pop-up notification. This can be useful when you want to notify the form user about the download.

b.         To show or hide other form options because the form user downloaded the form, use the group clear, hide, show, and toggle options. See Working with Grids for more information.

11.      To include additional conditions before the action occurs:

a.         Click Add Step.

b.         Select Else from the first drop-down option.

c.          From the second drop-down option, select the action to occur.

12.      To include have more than one action occur when the form user selects a particular option:

a.         Click Add Step.

b.         Select And from the first drop-down option.

c.          From the second drop-down option, select the action to occur.

13.      Repeat steps 6 - 12 to add as many actions and conditions as needed.

14.      Click Save.