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Journey Platform Topics

Configure Form Version Attachment Rules

   Journey Manager (JM) Previously known as Transact Manager (TM).  |    Platform Developer |   Updated in v17.10 This feature was updated in v17.10.

Manager allows you to create and configure attachment rules for form versions, making it possible to restrict attachments to certain file sizes and types. For example, you might only allow JPEG images under 512 kilobytes.

You can also place restrictions on the attachments as a whole, such as limiting the total number of attachments to 5 and the total file size ofall attachments to 3 megabytes.

To configure attachment rules for a form version:

  1. Select Forms > Forms.
  2. Locate a form and click Edit.
  3. Click Attachments under the Form Versions section.
  4. Click New to add a new attachment rule or click Edit to update the existing rule.
  5. Enter the rule's name in the Name filed.
  6. Provide a meaningful description in the Description field.
  7. Select a document type associated with the attachment, used to pre-fill default type attributes, from the Document Type dropdown list.
  8. Create a document code associated with this attachment in the Document Code field.
  9. Select the Attachment Required checkbox so a user won't be able to complete the attachment step without choosing an action, such as upload or manual delivery, for this attachment.
  10. Select a maximum number of files that can be uploaded for this attachment from the Maximum Number dropdown list.
  11. Enter valid file type extensions as a comma separated list, for example, *.pdf, *.doc, in the File Types field.
  12. Select a maximum size of a file uploaded by a user from the Maximum Size dropdown list.
  13. Note

    Files larger than the maximum size will be rejected.

  14. Select a maximum pixel resolution for the uploaded image from the Maximum Pixel Resolution dropdown list.
  15. Select an attachment submission method from the Submit Method dropdown list from the following options:
    • Electronic - a user is asked to upload a file.
    • Manual - a user is expected to provide the attachment outside of Manager, for example, fax it.
    • Blank - a user chooses a submission method..
  16. Select a maximum cumulative total size of all file attachments that a user is able to associate with their form submission from the Maximum Total Size dropdown list. The minimum is 0.5 MB and the maximum is 50 MB.
  17. Select a maximum number of file attachments that a user is able to associate with their form submission from the Maximum Number dropdown list. The maximum is 20 attachments. Constraints for individual file attachments still apply.
  18. Select the Enforce Attachment Definitions checkbox to enforce the attachment definitions so they can't be overwritten by the form. For every attachment, the restrictions defined in Manager will be used.
  19. Click Save to update the changes.

Next, learn about form design info.

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