Version: eXtendFiles 1.7.0 and above
Audience: Administrator

Overview

Using Customized Uploader Fields, you can define optional (or mandatory) single select, multiple select, and text fields to be set on your uploaded eXtendFiles records. The configurations below apply to both inline upload and public upload on individual record types that are configured with these features.

Select the "Customize Uploader Fields" option on individual record types as shown in the image below:

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Note that while you can configure a multiple select field as a custom attribute, only a single value can be selected.

Use Case Examples

Set File Type as Mandatory

Add the configuration below to show the File Type (Custom) field as a mandatory selection.

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Set File Type as Mandatory with Filter

Add the configuration below to show the File Type (Custom) field as a mandatory selection with a filter to show only specific file types as selectable options.

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Set File Type as Optional

Add the configuration below to show the File Type (Custom) field as an optional selection.

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Add Text Field

Add the configuration below to show the File Description field as an optional selection. This is done by changing the Type to "Text" which is used for text fields.

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Combining Uploader Fields

Multiple uploader fields can be combined. In the example below, we're adding File Type (Custom) as a mandatory uploader field with filters, and File Description as an optional uploader field.

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Additional Information

The inline upload and public upload features require configuration and deployment prior to using Customized Uploader Fields. See Configure the eXtendFiles Inline Upload Feature and Configuring Public Upload in eXtendFiles for configuration instructions.

Frequently Asked Questions (FAQs)

Q: How can I set uploader fields on my uploaded eXtendFiles records?
A: Once configured, you can set uploader fields on your uploaded eXtendFiles records using Customized Uploader Fields. These include single select (List/Record), multiple select, and text (Free-Form Text, Text Area, Long Text) fields that can be defined as optional or mandatory. Other field types aren't supported at this time.

Q: How can I make a field mandatory?
A: To make a field mandatory, you need to specify set the "Required" as enabled in the configuration.

Q: Can I add filters to restrict selectable options?
A: Yes, you can add filters to restrict selectable options by including a Filter Value in the configuration.

Q: How can I make a uploader field option?
A: To make a field optional, set the "Required" parameter to as unchecked in the configuration.

Q: Can I add a text fields?
A: Yes, you can add a text field by specifying the configuration with a "Type" of "Text".

Q: Can I combine multiple uploader fields?
A: Yes, you can combine multiple upload fields by applying their respective configurations.

Q: Can I control the sort order of single select and multiple select entries in the list?
A: At this time, customized uploader field entries are designed to sort alphabetically. This sorting behavior cannot be modified.