Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution

NOTE: The naming conventions described in this article apply to Axsy Smart Forms Managed Package v1.56 or above.



File Upload and Signature Elements


The file upload element allows the following file variants to be captured:

  1. Images
  2. Documents
  3. Videos


Additionally the signature element allows capture of:


4. User signatures


After a file variant or signature has been synced back to Salesforce the naming conventions described throughout the remainder of this article are applied.


File variants or signatures are always synced to the smart form form response as related list items. File variants and signatures may also be synced back to the related list of the record running the smart form.



File Upload Elements Using a Filename Formula

If a valid filename formula is specified in the file upload tab (see area in red highlight in Figure 1), then the filename formula will be used for the file name.


Figure 1 – File Upload Element With a Filename Formula Specified



If a description is provided by the user, but a valid filename formula is present, the description will not be used and the formula will be used for the file name. The description provided by the user will be visible in the form response viewer.


Filename formulas are not available for signature elements.


By making use of the supported formulas many filenames may be constructed using, functions, operators and element lookups.



Naming Conventions for File Upload Elements not Using a Filename Formula

Standalone File Upload Elements

For file variants or signatures that are not in a repeating section and / or a loop:

  1. Without user supplied description: <Photo||Document||Video||Signature>-<ElementName>_<ElementFileVariantNumber>-<timestamp>.extension; or
  2. With user supplied description: <Photo||Document||Video||Signature>-<Description supplied by user>-<timestamp>.extension


Figure 2 – Form Response Related List Showing a Standalone Image File Variant After Sync Back to Salesforce


File Upload Elements in a Loop

For file variants or signatures that are in a loop:

  1. Without user supplied description: <Photo||Document||Video||Signature>-<LoopName>_<LoopIterationNumber>-<ElementName>_<ElementFileVariantNumber>-<timestamp>.extension; or
  2. With user supplied description: <Photo||Document||Video||Signature>-<Description supplied by user>-<timestamp>.extension


Figure 3 – Form Response Related List Showing a Document File Variant Captured Inside a Loop After Sync Back to Salesforce


File Upload Elements in a Repeating Section and a Loop

For file variants or signatures that are in a repeating section and a loop:

  1. Without user supplied description: <Photo||Document||Video||Signature>-<RepeatingSectionName>_<RepeatingSectionIterationNumber>-<LoopName>_<LoopIterationNumber>-<ElementName>_<ElementFileVariantNumber>-<timestamp>.extension; or
  2. With user supplied description: <Photo||Document||Video||Signature>-<Description supplied by user>-<timestamp>.extension



Figure 4 – Form Response Related List Showing a Video File Variant Captured Inside a Repeating Section and a Loop After Sync Back to Salesforce


Additional Formatting

Text shown in purple font above for repeating section, loop and element names are additionally parsed as follows:

  1. All letters are converted to lowercase;
  2. All spaces are replaced with a hyper (-); and
  3. All underscores are removed.




SEE ALSO

Supported Formulas

Relate Files to the Record Running the Smart Form