Attachments Tab

The Attachments tab allows users to define the attachments associated with a form type.

Navigation: Main Menu > Manage GT eForms 3.x > Form Setup - Attachments

Checking the “Enable Attachments” box on the General tab opens this additional tab. Use this tab to define the attachments on the form. If needed, you can configure the Attachment segment to show or hide on each page of your form. These actions can be managed on the Pages tab. Further directions for this feature can be found on the Pages Tab doc.

Defining Attachments

Field	Value/Use
Condition	Each form will have a default condition. Additional conditions can be configured by using the plus button.
	Condition Attachment Segment Instructions. Enter instructional text to be displayed above the attachment grid
	Attachment URL. Allows for an override of the Attachment URL. See Attachment Administration for more information.
Max File Size	Allows for a maximum file size. If blank, no limit is enforced
Description	The attachment description that the user will see and/or select
Allow User Entered Description	When checked, allows the user to enter additional descriptive text in addition to the defined Attachment Description
Attachment Instructions	Instructional text displayed in line with the attachment description
Disabled	Visual If to disable Attachments based on logic. If disabled in the add/update tasks, the description will be unavailable for the user to select. If disabled in view/evaluate and an attachment exists, the link to view will be inactive.
Required	Visual If to require Attachments based on logic. A visual if that resolves to true will have the effect of requiring an attachment of the specified type.
Form Attachment Instructions (Deprecated) Edit Box	Older method for defining attachment instructions, for backwards compatibility with prior versions. Will show if no instructions have been configured at the condition level (2).

Attachment Segment Instructions

Attachment URL

Attachment URL Override - No

Attachment URL Override – Yes

When a user creates a new File Extension List for either a form type or the whole system, a temporary attachment storage URL needs to be built to facilitate the proper transfer of files from the temporary attachment storage to the permanent attachment storage. For Helium form types, this automatically takes place as part of the form build process. For Standard form types, the process takes place when a user saves the form type.

eForm File Attachments Segment

Attachment Descriptions configured on the Attachments tab will be available to select in a dropdown menu on the Attachments segment of an eForm.

Form Types with required attachments will have additional rules:

• Required Attachments will appear automatically in the Attachment grid
• Field changes will trigger re-evaluation of attachment visual ifs:
  • New attachments may become required. A row will be loaded into the attachment grid in required mode
  • Some attachments may no longer be required. A pre-loaded row will be removed; unless a file has already been attached, then the row will update to optional mode
• Required attachments will show an alert icon in the status column until an attachment is uploaded
• Required attachments may not be deleted, only replaced

Attachment Grid – pre-loaded required attachment with empty row

Attachment Grid – pre-loaded required attachment with completed row

Required Mode

Field	Value/Use
Status	= Incomplete = Complete
Action	Upload button – click to upload a file View button – click to view an existing attachment
Description, pre-populated	Description from the Attachment Description field on the Form Setup page
Description, open for edit	User entered description, if enabled
Instructions	In-line instructions, if configured
File Name	When an attachment is uploaded, this column will show a string value with the file name
Delete	Replace button will be inactive if no file exists, active if a file exists
Add Row	Adds a new optional row to the attachment grid

Optional Mode

Attachment grid – optional attachment row, empty

Attachment grid – optional attachment row, attached document

Field	Value/Use
Status	blank = optional attachments = Complete
Action	Upload button – click to upload a file View button – click to view an existing attachment
Description, dropdown	Dropdown menu containing descriptions from the Attachment Description field on the Form Setup page
Description, open for edit	User-entered description, if enabled
Instructions	In-line instructions, if configured
File Name	When an attachment is uploaded, this column will show a string value with the file name
Delete	Delete button will delete a row, including deleting an attachment if one exists.
Add Row	Adds a new optional row to the attachment grid

Fluid eForm Attachments Segment

Fluid attachment grid - one required, one optional, incomplete

Fluid attachment grid - one required, one optional, complete

Custom Segment Visual Ifs

Utilizing the Custom Segment Visual If configurations enable you to Show and customize the Attachments Segment on any or all your form pages providing additional flexibility for your specific solutions needs. More information can be found on the Visual Ifs for Custom Segment feature document.