File Upload Field

Formstack Salesforce App supports file uploads on forms through the File Upload field.

 

Supported File Integrations

Files can be uploaded to Salesforce or external services.

 

Service


Maximum File Size

 Native 

Note

Salesforce Files (Native)

2.5MB

✔️

NativeCloud only. See Note 1.

Salesforce Files

25MB

 

See Note 1.  

Salesforce Chatter Feed (Native)

2.5MB 

✔️

NativeCloud only. See Note 1.

Salesforce Chatter Feed

25MB 

 

See Note 1. 

Salesforce Notes & Attachments (Native)

2.5MB

✔️

NativeCloud only. See Note 1.

Salesforce Notes & Attachments

25MB

 

See Note 1. 

Salesforce Legacy Chatter API (Native)

2.5MB 

✔️

NativeCloud only. Recommend that users move to Salesforce Files as this method has been sunset by Salesforce.

Salesforce Legacy Chatter API

25MB

 

Recommend that users move to Salesforce Files as this method has been sunset by Salesforce.

Azure Blob

25MB

 

See here to retrieve credentials

Dropbox

25MB

 

See here to register credentials

AWS S3

25MB

 

See here to retrieve credentials

 

💡Note 1: Review Salesforce article for visibility of attachments in Salesforce: Who Can See My Attached Files and Links?
 

Adding the File Upload Field

To add the File Upload option to your form, Edit your form and find File Upload under General Fields. Either double-click on the File Upload field or drag and drop the field onto your form. 

 

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

You can customize various settings of your file upload field to get the perfect attachment. Some options are not available in all file upload services.

file_upload_settings.png

 

Label

The label of the file upload field on your form that is visible to end users. 

Hide Field

Hide the field visibility on the form by default. This can be dynamically changed using conditional rules or javascript.

Required

Specify if at least one file should be uploaded before submission is allowed. Supported file sizes are listed in the table above. 

Error Message to be Shown

If you make this field required, you can create a custom error message when a file is not attached.

Upload File To

Select the service you would like to host the file with. Authentication credentials are required for all services other than Salesforce. 

If a file is uploaded to Salesforce it can be related to any one of the submission object records. Furthermore, several methods are available to upload a file into Salesforce.  

Refer to the table above for details on each upload service supported.

Destination Folder

Specify the URI to the folder or bucket in which to save your files. The format will depend on the storage service you use. 

File upload limit

The maximum number of files you want to accept on this field per submission. 

File upload size limit

You can specify a file size limit that is lower than the maximum supported file size.

Allowed File Types

You can choose to accept some or all common file types or define your own custom file types to accept. By default, all file extensions are accepted. Extensions are case insensitive. Mime-types are not validated. 

Custom File Name

Enter a custom file name to use. Custom file names will overwrite the file's extension if your custom name includes an extension like MyCustomFile.pdf. Your custom file name can inherit the uploaded file's extension by adding the [[EXT]] custom value at the end of your file name. A completed custom file name with the dynamic extension looks like this: MyCustomFile[[EXT]]

You can also include form field values or custom Javascript. 
See our documentation for more details.

Overwrite Files

If the filename is the same in the destination then replace the destination file with the upload. Only available in some storage services.

 

Managing Integrations 

Refer to the table above for details on each upload service supported and how to get authentication credentials required for setting up the integration. 

file_upload_azure_setup.png

Once an integration has been configured, you can manage it in the Admin Settings Panel where you will see a list of all integrations, update authentication information and be notified of connectivity issues.  

admin_settings_integrations.png

 

Security

File uploads are saved temporarily on Formstack servers until the form submission can be submitted into Salesforce. Once submitted into Salesforce the uploads are removed from Formstack servers. There is no way to recover files that have been removed from Formstack servers. 

Note: No files are stored on formstack servers for NativeCloud customers using native file upload mechanism. 

 

NativeCloud

NativeCloud customers benefit from a native file upload mechanism where data is end-to-end encrypted and transmitted directly between the end-user and the customer Salesforce org. No external servers are involved in native file upload services. 

Native file upload services have file size limitations (2.5MB) and are dependent on your Salesforce Org’s compute resources at the time of upload. 

🔺NativeCloud customers will also have the flexibility to use Formstack’s secure file upload mechanism to save into Salesforce as well as any external file upload services that are supported. These non-native services are disabled by default for all NativeCloud customers as they may not meet your organization’s security or compliance requirements. If you wish to activate these services please contact support and we will be happy to activate on your Org. 

 

 

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