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Uploading a document directly from a site

matthewb295

Has anyone found a solution for uploading a document directly from a site?

Here's some background on our issue: we are currently leveraging the Start Process Writer plugin to write data to our database directly from SAIL Reports, which are being leveraged in a client-facing Appian site. We would like to provide document upload functionality but cannot use the a!fileUploadField since it is not on a start form or task form (the browse link is greyed out). We have had success in uploading a document to a record dashboard (the Browse button is not greyed out), but since a start form/task form is not being used, we cannot get the document to save into a permanent folder. Of course, we could use an Action or Related Action, but would like our users to be able to upload a document to the same report they are viewing in a site. Are there any workarounds to help us accomplish this...?

OriginalPostID-212856

OriginalPostID-212856

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  • 0
    Hi Matthew,
    We are using tempo task reports in site and providing a link to the task form where we have provided the upload document functionality. So the user can view the report and after clicking on the link, the task form appears and once the user submits the form the flow is redirected to the same report. All this action is taking place in Appian site.
    Hope it helps!
  • 0
    Hi Matthew. Building on Sonalk's comments, one thing you can do is have a button that says, 'Upload' right next to the place where the user uploads the document. However that Upload button is actually a submit button with a value of 'DocumentUploaded' or something along those lines. Then in your process you have an XOR gate that returns the user to that same form if the value is 'DocumentUploaded', but continues along with the flow if the value is 'Submit' from your "real" Submit button. The user will not even know the difference, because he will be brought back to the same form. Once you get back to that form, you can have the upload button disabled, and if you'd like you can have a document download link of the form they have uploaded.
    Hope that helps.
    -Malcolm

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