View Attachment

Updated on 28 May 2024
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The 'View Attachment' widget in the Form Designer serves as a centralized hub for consolidating all attachments scattered across various fields within the form. By offering a comprehensive view of all attachments associated with the formthis functionality enhances accessibility and organization by providing users with a holistic perspective of the attached files. File upload in Form Controls has to be dragged and dropped before configuring View Attachment as a prerequisite.

Figure: As seen by the Application Designer

Figure: As seen by the Analyst

Let's explore the following use-case.

Use Case

User Persona: Application Designer

Solution

NovaTech has an expense reporting form used by employees within a company. When submitting an expense report, employees often need to attach receipts, invoices, and other related documents to support their claims. However, it is challenging both for the employees and reviewers to keep track of all the attachments, as they may be scattered across different sections or fields within a form.

To resolve this, implements the View Attachment widget within the expense report form. Now users can conveniently upload and access all the attachments related to their expense claims from a centralized location. This consolidated view empowers employees to ensure that they have included all the necessary documents before submitting their reports. This significantly reduces the risk of missing attachments or incomplete submissions.

Configure View Attachment

To configure View Attachment, perform the following steps.

Navigate to Design Form tab and click Widgets.
Drag and Drop View Attachment onto the Form designer canvas.
Figure: Drag and Drop View Attachment
Click the Settings icon for this field to view the Properties pop-up.The following tabs are present on the Properties pop-up: to define the properties, appearance and security. All configuration in properties would be applicable to the Header in the Attachment popup.
The following are the configurations present for view attachment.

Define Properties

In this section, you can define the Title to the control and also decide whether this title must be displayed for the consumer.

Figure: Configure properties

Field	Description
Label	Enter a unique name for the control. This name identifies the control in the form. For example, All Attachments etc.
Include Attachment Control Label	Enabling the Include Attachment Control Label option displays the field name where the attachments were uploaded. Disabling this option hides the field name associated with the attachments. If enabled, the consumer view is as below. If disabled, the consumer view is as below.

Appearance

This section contains the list of fields and their descriptions that are available under the Appearance section.

To configure the Appearance tab, define Font Type, Font Size and Font Style of the Label. For more information, refer to the table below.

Figure: Configure Appearance

Field	Description
Font Type	Choose the desired font type form the drop-down menu to customize the appearance of the View Attachment widget.
Font Size	Adjust the font size to your preference for better readability and presentation of the View Attachment widget
Font Style	Apply font style s such as Bold, Underline, or Italic to emphasize specific text within the View Attachment Widget.

Security

Enhance data protection and confidentiality by implementing restricted access or encryption for sensitive field data. This ensures that only authorized user roles can view/edit/delete data. Enabling the Allow user to delete attachment will allow the user to delete attachments from the formFigure: Configure Security

Consumer View - End User

The end user can view the count of attachments along with the label and icon in the Form. For example: For logging an incident, any additional documentation regarding the Incident can be attached as given in the figure below.

Figure: End user count view

The End User can view the attachment popup contents by clicking on the attachment label in the form.

Figure: End user Attachment popup

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