Attachment Field Component

   MaestroPreviously known as Transact Maestro.  |   Form Builder |  5.1 & Higher This feature is related to 5.1 and higher.

Maestro comes with the Attachment Field component that allows users to upload attachments that are submitted along with a form.

To configure the Attachment Field component on a form:

  1. Open a Maestro form.
  2. Click the Palette tab and expand Attachments.
  3. Select the Attachment Field and drag it onto the form.
  4. Click the Properties tab and edit the Attachment Field section.
    • Enable Auto Upload - automatically uploads the attachment once the user drags it into the drop zone or uses the upload button. This option may not work when previewing the form, it only works once the TM form version is built.
    • Enable Drop Zone - displays the drop zone on the form. The user can use the drop zone to drag files for attachment.
    • Enable Manual Mode - displays the ‘I will deliver manually' text on the field. The user can select this option to indicate that they will be sending the attachments via a different method, such as by email or post.
    • Enable Download On Disabled - when enabled, users can download attachments from a disabled attachment field.
    • Enable Confirmation on Delete - when enabled, users will be prompted before an attachment is deleted.
    • Attachment Name - this is the name of the attachment once submitted, which allows you to have multiple attachment fields per form.
    • Attachment Description - this is the description of the attachment once submitted. This will allow you to have multiple attachment fields per form.
    • Max Attachments - this is the maximum number of attachments that a user can upload and include in their form submission. Once the maximum number is met, the options to include additional attachments (drop zone and upload button) will disappear.
    • Max Attachment Size - this is the maximum size for each attachment. If you want to set the maximum total size for all attachments that will need to be configured in Journey Manager.
    • File Types Allowed - these are the files types that will be allowed for upload. You can add more types by following the format displayed. For example, if you wanted to add PDF to the allowed types you would type *.pdf.
    • Update File Button Text - this is the text that will display on the button used to upload files for attachment.
    • Drop Zone Text - this is the text that will display on the drop zone used to upload files for attachment.
    • Delete Message Timeout
    • Drop Zone Icon - this allows you to select another icon to display in the drop zone. Ask the Template Designer if you can change this icon, as icons are typically customized in the templates.
  5. Edit the Thumbnail Options section.
    • Enable Image Preview - displays a preview on the form of any images uploaded in the attachment field.
    • Image Preview Height (pixels) - allows you to configure the height of the preview that displays on the form.
    • Image Preview Width (pixels) - allows you to configure the width of the preview that displays on the form.
  6. Edit the Error Messages section.
    • Invalid File - allows you to configure the error message displayed on the form when the file type is invalid. This is specified in the File Types Allowed option.
    • Invalid Size - allows you to configure the error message displayed on the form when the size of the file is invalid, for example 0.
    • Exceeds Maximum Size Limit - allows you to configure the error message displayed on the form when the maximum size of the file has been exceeded. This is specified in the Max Attachment Size option.
  7. Edit the Success Messages section.
    • Successfully Uploaded - allows you to configure the message displayed on the form when the file has been successfully uploaded.
    • Successfully Removed - allows you to configure the message displayed on the form when the file has been successfully removed.
  8. Enable Image Preview section.
  9. Click Save.
  10. Click Build and Render Form to see how this rule is displayed when the form is built and rendered.