Jenzabar Campus Portal Features Help Hub

File Upload

Important

Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.

The File Upload question type lets form users upload and attach a file to their form entry. This is set up in conjunction with File Upload Root.

  1. Log in to the Campus Portal as an administrator and access FormFlow - Forms.

  2. Click Manage Forms.

  3. Click on the form you want to update. The admin view of the form displays.

  4. Click Add Question.

  5. Enter a Unique ID for the file upload field.

  6. From the Type drop-down list, select File Upload.

  7. In the Text field, enter and format the label you want to use to describe the file upload.

  8. Use the Text Position options to move it to the top or right.

  9. If you are grouping fields, enter the group name in the Group field.

    Note

    Each question being included in the group must have the same group name in this field.

  10. Click Save changes.

  1. Log in to the Campus Portal as an administrator and access FormFlow - Forms.

  2. Click Manage forms.

  3. Click on the form you are working with.

  4. Click the question ellipsis and select Edit to open the Edit Item pop-up.

  5. Click the Settings tab.

  6. Use the Alignment options to move it to the center or right.

  7. Set up the attributes:

    1. If you want to require users to upload a file as a part of their form submission, select the Required checkbox.

    2. The Hide On Load setting can be used to hide a question on the form until another action takes place.

      Caution

      This setting will soon be discontinued. To show/hide a question, use the Rules tab.

  8. In the File Name Format field, define a name format for the file to be renamed when it is uploaded.

    Note

    If you do not enter anything here, the user's original file name is used.

    Tip

    You can use @@string replacers or {} questions tags here. For example, entering {usf_LastName}_Essay would rename the uploaded file to 'Simpson_Essay.docx'.

  9. In the Allowed Extensions field, enter a comma separated list of permitted file extensions the form user can upload (e.g., .docx, .pdf, .txt).

  10. In the Help Info Text field, enter additional information or brief instructions for form users.

    Note

    Help information is shown next to a help icon that shows your text when the user hovers over or clicks on it.

    Important

    This option is only available to schools with a Candidate license.

  11. Click Save changes.

  1. Log in to the Campus Portal as an administrator and access FormFlow - Forms.

  2. Click Manage Forms.

  3. Click on the form you want to update. The admin view of the form displays.

  4. Click the tab you want to work with.

  5. Click the question ellipsis and select Edit to open the Edit Item pop-up.

  6. Click the Rules tab.

  7. Click Add Step.

  8. From the first drop-down, select If answer value is and in the corresponding effect field, enter *.

    Note

    Because downloads don't give form users different choices, this field is always *.

  9. In the third drop-down, select the action you want to happen.

  10. Select one of the following conditions from the drop-down list:

    • Else if answer value is tells FormFlow to execute the action if the answer value matches the new answer value you specify when the "If" condition fails.

    • Else will tell FormFlow to execute the action if no previous conditions were met.

    • And will tell FormFlow to execute the action in addition to any other action that is set to execute in the previous rule condition.

  11. Repeat steps 7 - 10 to add additional actions and conditions.

  12. Click Save changes.