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Forms are in limited release and are not generally available. Contact your account manager to request access.

File Uploads in Forms

Add File or Files fields to a form when visitors need to submit documents, images, or other files for later action steps. Actions can attach each uploaded file to email or Autotask, include it in a PDF, or create a temporary download link.

Add a File Field​

  1. Click Apps in the top bar, then click Forms.
  2. Open a form and select the Input tab.
  3. Select Add Field.
  4. Enter the field name and visitor-facing label.
  5. Set Type to File for one file or Files for multiple files.
  6. Configure the file options, then save the field and form.

File Field Types​

TypeValue available to actionsUse it for
FileOne file referenceA single document, image, or other file.
FilesAn ordered array of file referencesMultiple files that later actions should process together.

Visitors can move files up or down in a Files field before submission. The submitted array keeps that order.

Configuration​

FieldDescription
Accepted File TypesOptional comma-separated MIME types or wildcard patterns. For example, image/*, application/pdf accepts images and PDF files. Leave empty to accept any file type.
Maximum FilesOptional limit for a Files field. The default and highest value is 25. This setting cannot raise the submission-wide limit.
RequiredRequires the visitor to upload a file before submitting the form.
DescriptionHelp text shown with the upload control. Use it to explain accepted formats or file requirements.

Each file can be up to 50 MB. A complete form submission can contain up to 25 files across all File and Files fields.

Upload Behavior​

The form starts uploading a file as soon as the visitor selects it. A progress bar shows the upload status, and Uploaded confirms completion. The visitor can continue filling out the form while the upload runs.

The visitor cannot submit while an upload is still running. Removing a file keeps it out of the submission. If an upload fails, the visitor can remove it and select the file again.

Use Uploaded Files in Actions​

A file field provides file details instead of placing the file's contents in workflow data. For a field named photo, use these values in later action steps:

ExpressionDescription
{{input.photo.filename}}Original filename.
{{input.photo.content_type}}MIME content type, such as image/png.
{{input.photo.size_bytes}}File size in bytes.
{{input.photo.sha256}}SHA-256 content hash.
{{input.photos.[0].filename}}Filename of the first item in a Files field named photos.

The full file reference contains id, name, filename, content_type, size_bytes, and sha256.

Actions with a Files section let you add one or more source rows. Common named properties include:

PropertyFiles it provides
email.attachmentsRegular files attached to the incoming email, in email order.
email.inline_imagesImages embedded in the incoming email, in email order.
email.original_eml_fileThe original email as an .eml file. The system creates it when an action selects this property or All Files.
email.original_email_as_imageAn image of the original email. The system creates it when an action selects this property or All Files.
input.<field_name>A form File value or ordered Files values, such as input.photo or input.photos.
custom.<results_name>A file returned by an earlier action, such as custom.generatedPdf.
All FilesEvery available file. For email workflows, this includes attachments, inline images, the original EML, and the original email image.

The action processes source rows from top to bottom. Use Up and Down to control that order. If the same file appears in more than one source, the action uses its first occurrence only.

Each row has optional Filename, MIME type, and Maximum bytes filters. Use * as a wildcard, such as *.pdf or image/*. A file must match every populated filter on its source row. To filter every available file, add an All Files source and configure its row filters.