File Upload

The File Upload component lets people attach a file — a receipt, a photo, a signed PDF, anything — as part of filling out a form. It's a write-only component: it collects a file from the person filling out the form and stores it, it does not display or browse existing files from a data source.

Scope note: this guide covers the current File Upload experience (drag-and-drop / click-to-browse, single preview, storage destination). Newer display styles and gallery-style presentation are being worked on separately and aren't covered here yet.

The problem: a claim without proof is hard to act on — "I paid for this" or "here's the damage" means little without something to back it up.

In practice: someone attaches a real receipt before submitting. The field shows the filename and file size right away, so both the submitter and anyone reviewing the record can see exactly what was provided:

The value: the record is now backed by an actual file, not just a text description — ready for a human reviewer to open, or for a downstream workflow step (like OCR) to read.

Adding a File Upload field

1. Open your form in Form Studio.
2. In the component panel on the right, find File Upload under the Input section (search "file" if you don't see it right away).
3. Drag it onto your form canvas, or click it to add it to the end of the page.
4. Click the new field to open its settings in the right-hand panel.

Configuring the field

Content

• Label – the question or instruction shown above the upload area (e.g. "Upload your receipt").
• Default Value – optionally pre-attach a file when the form loads. You can either upload a file directly here, or turn on the {} toggle to compute the default with a formula.
• Required – blocks submission until a file has been attached.
• View only – shows whatever file is already attached but prevents changing it.

Upload settings

• Allow multiple files – lets people attach more than one file; when this is on, you can set a maximum file count.
• Max file size – the largest file (in MB) the field will accept.
• Accepted file types – restrict uploads to certain types (images, PDFs, etc.). Leave this open if you want to accept anything.

Storage

• Storage destination – where the uploaded file is saved. By default, files go into your workspace's built-in storage; if your workspace has other storage destinations configured, you can choose one here.
• Folder path / File name prefix – optionally organize uploads into a specific folder or add a naming prefix. Both can be a fixed value or bound to data from elsewhere in the form (using the {} binding button).

What the person filling out the form sees

• A drop zone they can drag a file onto, or click to open a file browser.
• Once a file is attached, they see a preview/filename and can remove or replace it (unless the field is View only).
• If Required is on, they can't submit the form until they've attached a file.

Tips

• Use Max file size and Accepted file types together to avoid unexpected uploads (e.g. restrict an "ID photo" field to images under 5 MB).
• If you need the uploaded file to be picked up by a workflow step afterwards (e.g. OCR, an approval task), make sure the field has a clear, unique label — later steps reference it by name.
• File Upload doesn't read from an existing list of files or records — if you need people to choose from existing files, that's a different pattern (e.g. a Select field bound to a table of documents), not File Upload.