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Form - External File Upload

1,229 bytes added, 15:43, 19 March 2018
m
Reporting
Time If you have a team of managers who are distributed and you need them to use External File Uploadupload their reports to a central management system which can be easily reported on. Each can be given a link to upload to and a group email sent.
Time to use External File Upload
= Setup =
In this example we have added two EFU questions.
 
 
Please note the wording of the question and notes on each item.
 
 
[[File:efu_001.png|800px]]
== Set up the outcome to process the engine ==
<a href="--EFU#1--">Click here to upload your document.</a>
</syntaxhighlight>
 
 
[[File:efu_002.png|800px]]
With your test email set up, send a few examples to yourself to make sure the engine works and your email renders as you want it to.
 
 
Before you've sent out the request it will appear as follows
 
[[File:efu_004.png|800px]]
 
 
When you've sent the request, the records will appear as
 
[[File:efu_005.png|800px]]
 
* If the link in the email is valid the system displays a box to upload the file and the title of the question. if you want to provide more support you can use the "Notes" section of the question.
 
[[File:efu_006.png|800px]]
* If the link has been used before then it will be inaccessible.
 
[[File:efu_009.png|800px]]
 
 
* A successful upload will complete with
 
[[File:efu_010.png|800px]]
 
 
* When the user does successfully upload a file, the question appears as
 
[[File:efu_007.png|800px]]
== In the background ==
So with the lock key now blank, the URL no longer works and the external user cannot interact with the upload any more.
 
 
 
== Limiting by type ==
 
 
It is also possible to limit the types of file accepted. This is done by editing the Answer Values
 
 
[[File:efu_011.png|800px]]
 
 
Using # separated values you can add the file types you want to limit by. If left blank, the default set will always be gif#jpg#png#pdf
= Reporting =
There are many combinations of reporting which can be calculated from the combinations of fields.
 
 
The Dashboards module provides an easy prebuilt management worklist for dealing with EFU documents [[Dashboards_-_Missing_EFUs]]
[[Category:Module Specific:Form Management]]
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