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CRM File Upload

Properties API

Widget Type:
Form Widgets
TPC Version:
  • 3.3 +
fileuploadlogo
The CRM File Upload widget allows you to browse your computer for a file and upload it to the form. Files can be uploaded as attached notes to a particular record or as a SharePoint document.

Configuration

  1. From the Portal Connector widget list, click and drag the CRM File Upload widget into the body of your form.

  2. There are a variety of options for you to configure if you desire. Click on the edit button to display the prompt. It should look like this: 

    CRM File Upload Properties 3.0

  3. When you are finished configuring the widget, click the save button to save it.

Widget Properties

Basic Properties

Select a Template

The Select a Template drop down list will allow you to select a template for your product to use with the option of creating a new template. If a template is selected, you will be given the additional option of editing the selected template.

Title

The Title text box will allow you to set the label of your widget. The title will usually appear above the associated widget.

Allowed Extensions - file upload

The Allowed Extensions text box will only allow specific file types to be uploaded, separated by semicolon (.doc;.txt;.jpg;.png).

Upload Type

The Upload Type radio buttons allows you to define if the uploaded file is a SharePoint document or a note.

Rename File(s)

The Rename File(s) checkbox will allow you to rename any uploaded files, regardless of their original name. When this option is selected, you will be asked to provide a file name to replace the original one.

Button Text

The Button Text property allows you to change the text that appears inside of a button associated with the widget.

Auto Increment Prefix

The Auto Increment Prefix advanced property will allow you to choose the text that prefixes the part number in the event of multiple file uploads. For example, the default is '-part', thus the second file in a file upload sequence would be named 'file-part2.png'.

Note Title

The Note Title advanced property allows you to change the title of an uploaded note.

Note Description

The Note Description advanced property will allow you to change the description of an uploaded note.

Max File Input Count

The Max File Input Count advanced property will allow you to change the amount of files that can be uploaded at once.

Advanced Properties

Advanced properties provide additional functionality. They can be accessed by clicking on the "Advanced" Button in the bottom right corner of the widget designer.

Select a Template

The Select a Template drop down list will allow you to select a template for your product to use with the option of creating a new template. If a template is selected, you will be given the additional option of editing the selected template.

Title

The Title text box will allow you to set the label of your widget. The title will usually appear above the associated widget.

Allowed Extensions - file upload

The Allowed Extensions text box will only allow specific file types to be uploaded, separated by semicolon (.doc;.txt;.jpg;.png).

Upload Type

The Upload Type radio buttons allows you to define if the uploaded file is a SharePoint document or a note.

Rename File(s)

The Rename File(s) checkbox will allow you to rename any uploaded files, regardless of their original name. When this option is selected, you will be asked to provide a file name to replace the original one.

Button Text

The Button Text property allows you to change the text that appears inside of a button associated with the widget.

Auto Increment Prefix

The Auto Increment Prefix advanced property will allow you to choose the text that prefixes the part number in the event of multiple file uploads. For example, the default is '-part', thus the second file in a file upload sequence would be named 'file-part2.png'.

Note Title

The Note Title advanced property allows you to change the title of an uploaded note.

Note Description

The Note Description advanced property will allow you to change the description of an uploaded note.

Max File Input Count

The Max File Input Count advanced property will allow you to change the amount of files that can be uploaded at once.

API

get_radUpload()

Returns the upload window object of the widget.

Returns

RadAsyncUpload

get_dataFieldName()

Returns developer name for the control. 

Returns

String 

Full API With Examples

How to's

Examples of CRM File Upload Configuration