File Upload in Dynamic/Microsite Forms
Related Application(s)
Microsite Management; Partner Leads Management
Feature Description
The File Upload in Dynamic/Microsite Forms enhancement allows end users to attach files when submitting Dynamic or Microsite forms. The uploaded file is attached to the resulting Sales Prospect record, where administrators can view and download it. Administrators can add one or more File Upload controls to a form. Executable files are not allowed.
Files uploaded through a microsite form cannot be replaced or removed from the Sales Prospect record. A tooltip on the record explains this behavior.
Log in to the UPM portal as an administrator.
Open the Dynamic Form builder for a microsite form.
Drag and drop a File Upload control onto the form and publish the form.
As an end user, fill in the published form, attach a file, and click Submit.
Navigate to the resulting Sales Prospect record.
Verify that the attachment is available to view and download.
Origin of Feature
Customer request. This feature was introduced to capture supporting documents directly through campaign forms.
CX Strategy Relation (6 S’s)
Sufficiency
Portal User-Facing Benefits
This feature keeps documents collected through campaign forms together with the related Sales Prospect record.