How do I attach files to my form?

form builder elements

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What's covered:

• What is the Attachment element?
• How do I add an Attachment element to my form? 

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What is the Attachment element? 

The Attachment element allows you to link files (PDF, MOV, MP4, HTML) to your mobile device's local database or external web content (connection required) within your form.

PLEASE NOTE: You must initially open the form while connected to the internet to open any attachment. Once initially opened, the file will download locally and no internet connection will be required in order to access unless changes are made to the form. 

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How do I attach files to my form?

To add an Attachment element to your form, please follow the instructions below.

STEP 1. With your form loaded in the Form Builder, click the Attachment button from the left-hand menu.

STEP 2. On the right-hand side, you'll see the element properties. Enter the name of your element.  

PLEASE NOTE: If you check the Based on Label option, it will create a data column based on the Label on the element.

STEP 3. Under the Element Properties tab, add the URL pointing to your file or website in the Attachment Link field. If you are trying to upload a PDF and it is not a public link, you can upload it into a file hosting site such as Dropbox or Box. Make sure to link your iFormBuilder account to your media storage.

Attachment pointing to HTML:

Attachment pointing to PDF:

PLEASE NOTE: If you are using Dropbox or Box, type in the exact name of the file saved in the hosting site as it is case sensitive. If the file is saved in a folder, type in the folder name before file name with forward slash. Ex.) dropbox://foldername/Getting Started Guide.pdf

STEP 4. Save your form.

STEP 5. Test on your device.