Crow Canyon Software Forum
Dynamic File Uploads Possible
Quote from lnbryant on March 6, 2025, 3:55 pmHi, I've started creating a custom action that sets some variables based on 3 form fields for filename and path and I'd like to upload related files based on these details before an email is sent. I've tried using the update list item action, using multiple Nitro Managed Attachment columns and setting the concatenated values for each. I'm not sure if a script action, loop or upload custom action option would work better and am looking for guidance. Thanks!
Hi, I've started creating a custom action that sets some variables based on 3 form fields for filename and path and I'd like to upload related files based on these details before an email is sent. I've tried using the update list item action, using multiple Nitro Managed Attachment columns and setting the concatenated values for each. I'm not sure if a script action, loop or upload custom action option would work better and am looking for guidance. Thanks!
Quote from supportTeam on March 6, 2025, 4:05 pmHi,
Please share more details about the custom actions, including screenshots of the current configurations and action-level settings. We can review them and suggest the best method to meet your needs. Also, let us know which version of SharePoint you are using (Online, 2019, 2016, or 2013).
Hi,
Please share more details about the custom actions, including screenshots of the current configurations and action-level settings. We can review them and suggest the best method to meet your needs. Also, let us know which version of SharePoint you are using (Online, 2019, 2016, or 2013).
Quote from lnbryant on March 7, 2025, 1:48 pmWe are currently running SPSE on prem and I'll attach a screenshot of the custom action with this reply. Because the needed file uploads are based on 2 parameters on a new form submission (date(s) and location(s)), I'm now trying an on change event form action to concatenates the filepath and filename (file path includes location and filename includes both location and dates). The location and date selection should generally associate with at least 2 files per location and date. Please let me know if further info or details are needed and I appreciate the guidance. Thanks!
We are currently running SPSE on prem and I'll attach a screenshot of the custom action with this reply. Because the needed file uploads are based on 2 parameters on a new form submission (date(s) and location(s)), I'm now trying an on change event form action to concatenates the filepath and filename (file path includes location and filename includes both location and dates). The location and date selection should generally associate with at least 2 files per location and date. Please let me know if further info or details are needed and I appreciate the guidance. Thanks!
Uploaded files:Quote from supportTeam on March 10, 2025, 3:37 pmCould you please share more details
- Share a screenshot of the gateway condition settings after the 'Attach reports' action (see attachments)
- Are you adding attachments to the NITRO Attachment column in the new form before invoking this custom action?
Could you please share more details
- Share a screenshot of the gateway condition settings after the 'Attach reports' action (see attachments)
- Are you adding attachments to the NITRO Attachment column in the new form before invoking this custom action?
Quote from lnbryant on March 11, 2025, 4:21 pmThanks here are a few more screenshots. I am trying to add the attachments with this custom action, but am also looking at trying to upload on the new form as well, as that seems to make the most sense.
Thanks here are a few more screenshots. I am trying to add the attachments with this custom action, but am also looking at trying to upload on the new form as well, as that seems to make the most sense.
Uploaded files:Quote from supportTeam on March 13, 2025, 11:35 amIt looks like you're trying to upload attachments to two NITRO Attachment columns, "BIReportAttachments" and "BIReportAttachments2" in the custom action. To do this, create a separate form and use it in the update item action.
- Go to NITRO Forms page of the list and click on new(See attachment)
- Add both the columns "BIReportAttachments" and "BIReportAttachments2" in the form and publish it(See attachment)
- Go to the NITRO Custom action and edit the update item action ‘Attach reports’
- Click on User input columns and select NITRO Form option, populate the newly created form and click ok (See attachment)
- Publish the action and check the results
It looks like you're trying to upload attachments to two NITRO Attachment columns, "BIReportAttachments" and "BIReportAttachments2" in the custom action. To do this, create a separate form and use it in the update item action.
- Go to NITRO Forms page of the list and click on new(See attachment)
- Add both the columns "BIReportAttachments" and "BIReportAttachments2" in the form and publish it(See attachment)
- Go to the NITRO Custom action and edit the update item action ‘Attach reports’
- Click on User input columns and select NITRO Form option, populate the newly created form and click ok (See attachment)
- Publish the action and check the results