Customize your progressions to prompt a user to upload screenshots when starting a ticket, or to upload scope of work docs and client agreements when starting a project by adding an upload file action to your status change.
Using this guide, you can:
Upload File
Prompt your user to upload a file, such as an image, spreadsheet, PDF or other related documents.
To create an Upload File action:
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Find the progression you want to add an action to, click the + button on the right-hand side, and select Upload File.
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The Create File Action for Progression screen will appear.
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Configure the default values for the file, such as:
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Object - for changing the object type (advanced) - in most cases leave default.
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Title - Describe the file upload that is expected. - eg. “Upload Training Doc”.
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File Path - The default location for any files that are uploaded from this progression is the object's root folder. To have the user upload to a subfolder by default, you can specify the name of the subfolder.
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Public Visibility - Only applies to systems with an integrated Client Portal to determine whether or not the File can be viewable by your Clients.
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Required - If selected, the user cannot proceed until a file is selected.