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shikharb0001
March 26, 2021
Question

Unable to upload document from views of a record.

  • March 26, 2021
  • 8 replies
  • 0 views

Hello,

In our project, I have created an interface that has a file upload option. When I used that interface at views of some record file upload is not working. However, That interface is working fine in Appian designer and as a start form for process models at other places.

Is it possible to upload files from interfaces used in views of a record? FYI, we are using this record on a site.

If it is not possible, Kindly suggest any work around for it.

Thanks,

Shikhar

8 replies

S
shikharb0001Author
March 26, 2021

Adding more info :  at form submission,we are starting a process model...

mikes0011
mikes0011
Brainy
March 26, 2021

The File Upload Field (as noted in the documentation) is only functional and supported for uploads when used within a process - either a start form or a user input task.

The standard recommended procedure for tying file uploads to a particular Record is to create a Related Action that launches a new process to handle the file upload.

The Expression Guru
harshitb6843
harshitb6843
August 12, 2021

I absolutely agree with Mike.

In order to upload a document, you need to have it in the process model. That too within a node of that PM and not really passing it from the interface using startProcess. 
Let's understand this concept in detail. If you have a process with a task to accept file uploads, no matter if you continue the workflow by using a submit button or a cancel button, the task will be submitted and the document will be uploaded. You will have to explicitly delete the document using a Smart service in case you pressed "Cancel" or any similar button. So it means, to upload a document, you need to have it in a UIT and submit it. 

Now the best workaround can be,
You can use a related action "Upload documents" to start a process with chained nodes till the user inputs task where you can add the file upload field. As soon as you submit that task, your document will be uploaded, as I explained above. 

Thanks,
Harshit

R
ritaf0002
August 12, 2021

Hello Shikhar,

Did you achieve the goal? I want to do the same. Can you give me some idea how I can do this or others ways to do something like that?

Thank you,

Rita Ferreira 

harshitb6843
harshitb6843
August 12, 2021

I absolutely agree with Mike.

In order to upload a document, you need to have it in the process model. That too within a node of that PM and not really passing it from the interface using startProcess. 
Let's understand this concept in detail. If you have a process with a task to accept file uploads, no matter if you continue the workflow by using a submit button or a cancel button, the task will be submitted and the document will be uploaded. You will have to explicitly delete the document using a Smart service in case you pressed "Cancel" or any similar button. So it means, to upload a document, you need to have it in a UIT and submit it. 

Now the best workaround can be,
You can use a related action "Upload documents" to start a process with chained nodes till the user inputs task where you can add the file upload field. As soon as you submit that task, your document will be uploaded, as I explained above. 

Thanks,
Harshit

    R
    ritaf0002
    August 13, 2021

    Hi Harshit,

    Thank you for your response. My problem is that I don't have a process in reality, I don't have tasks to do. Like Shikhar, I have a record with some interfaces where the user populate fields with information and must upload files. And I have a button "submit" to save da data because the user will acess the same record later to do more changes and access information posted before.

    I will sugest the possibility of having a related action...

    Thanks,

    Rita Ferreira

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