Many times, Formstack for Salesforce users want to have the ability to have File Uploads with their forms. Whether it's for a photo competition or to upload documents for a job application, our File Upload field has you covered.
To add the File Upload option your form, look under General Fields towards the right side of the builder. Either double-click on the File Upload field or drag and drop the field onto your form.
💡In order to upload files into Salesforce Files, make sure to enable the "Upload to Chatter" setting.
Once you've added the field to your form, click the blue chevron that appears to the right to open the File Upload field settings.
File Upload Field Settings
Below, let's review some of the customizations you can make to ensure you're getting the file attachments you need!
File Upload Limit
This limit refers to the numbers of files you want to accept at a time.
This allows you to select any object within the object structure of your form to attach the documents to. These files are stored in the Notes and Attachments related objects section.
Allowed File Types
You can choose to accept all file types or select a specific type.
Custom File Name
Upload to Chatter
Will upload to Chatter on the Object you are uploading the file to. Files uploaded using Chatter will also be available in Salesforce Files by default.
Error Message to be Shown
If you make this field required, you can create a custom error message when a file is not attached.
What is the maximum file limit?
At this time, 5mb is the limit we can accept for files. NativeCloud users will have a 2.5mb limit. This is a limit of Salesforce. We are working to increase the limit in the future.
Where are files stored on my object?
Files are currently stored on the Notes and Attachments object. If you are a Lightning user, you may need to switch to Salesforce Classic version to see this.
Can I store files in the new Salesforce Files section?
Enable the "Upload to Chatter" setting so that uploads are available in Salesforce Files.