Forms Feature Request: Move uploaded files from "File Upload" area on main form to separate "File Upload" records in a table

asked on October 24, 2023 • Show version history

Here's the scenario:

Accounts payable team receives a number of invoices from a vendor; they fill out a form that allows them to upload multiple files to a "File Upload" section on the form
The user task is routed to the department responsible for paying the vendor. The recipient of the "GL Coding" task gets a different form that includes the original File Upload area and a GL Coding table, where they can add multiple records for coding each invoice.
We would like the person responsible for GL Coding to be able to move the individual invoices from the original "File Upload" section to the respective GL Coding record for that specific invoice, preferably just be dragging from the original File Upload control to the appropriate File Upload control in the GL Coding table.

I have tested and this is not currently possible. So, perhaps this can be an enhancement request? Or does someone have suggestions to better handle this type of scenario?

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replied on October 25, 2023

Unless you have the files uploaded directly into the table, there would be no way to move them.

You could choose to separate the Upload process from the GL Process. Where the Upload form is submitted with the attachments, the attachments are saved to the Repository and workflow starts the GL Coding process for each Invoice that was attached separately. In my case I display the invoice in an iframe on the GL Form for the user to see and has the GL Coding section and other fields used for filing the invoice once approved.

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replied on October 25, 2023

The goal is to allow a user (GL coder) to have multiple invoices uploaded so they can code them all at once. Our current process is one-at-a-time and the users complain that it's tedious; so, I thought that if I gave them a table with all of their invoices (for the same vendor) loaded into it, then it would be less of a chore to code them and send them back to AP for processing.

I think if AP is receiving the invoices then they will either have to email them to the coder or drop them in a network folder so the coder can pick them up from there and upload to the form with the table.

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replied on October 25, 2023

I could see a way to have all 3 files from the upload sent to the same form for coding but to make it functional would likely require using the Classic Designer and some JS coding to make the iframe work in the way that I approach these.

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replied on October 25, 2023

I'm using other features of the new designer, such as placing controls exactly where the users want them and hiding the Submit button until certain conditions are met. The new designer supports JS...perhaps a JS solution could be developed for the new designer?

I'm hoping someone from Laserfiche can chime in and see if it's possible to enhance the Forms product to allow moving uploads into table records.

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Forms Feature Request: Move uploaded files from "File Upload" area on main form to separate "File Upload" records in a table

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