Owners can now configure their form to allow attachments as part of the Inbound and Admin reporting flows. Reporters and admins can upload one or multiple attachment files when creating the case which should help streamline the reporting process and reduce work for admins when it comes to case management.
How to configure your reporting flows to include attachment questions?
- To add the “File attachments” question on the reporting flow,
- Select the “gear” box and click “Case Form Configuration.”
- Select the page you would want reporters to upload attachments on
- And hit “Add Question.”
Hitting “Add Question” will prompt you to select which form you would want to add the file attachments question to: Admin form, Inbound form, or Both.
In the below example, a File attachment question is being added for both forms.
From the “question type” field, select “File Attachments.”
After selecting the type of question to be “File attachment,” you need to add the “Question Title,” which is free text and will appear on the form.
You can also specify whether this is a required question or optional.
Default value is “none,” which equates to optional.
And hit Apply Changes and “Save” on the case form.
Following the above steps will add a “File attachments” question to your reporting flows. Please note that the above actions are available only to Owners and companies with customizations enabled.
How will it appear on the reporting flow?
Inbound Form