Uploading a file can serve many uses in Atlas. But to do so, you'll need to add a File Upload Field into a Task within a Process. Let's take a look at how you do that and why you might want to.
Why would you want to upload a file in a Process?
Atlas Play allows you to create Processes for your business. These can help you organise your workflows, automate almost every part of your business, and help you transform your business digitally.
But there's some things you can't create within Atlas that might be essential within a Process. For example, within an HR process, you might need a new employee to upload a copy of their ID. Within an ordering Process, you might need a 3rd party invoice to be uploaded. Within a manufacturing Process, you may need schematics or visual checks to be uploaded in the form of technical drawings or a photograph.
How do you create a File Upload Field?
Creating a File Upload Field is as easy as adding any other field to a Task. All you need to do is choose or create a section within a User Task, add in a field, and select the File Upload Field option, and give it a name.
NB. The name you give your File Upload Field will directly affect the key created for it.
You'll then be able to amend the label for the field, and add a description which will be displayed when the user reaches this Task in the Process.
As with many fields, you can choose whether this is a required step in the Task and Process by ticking the 'Is Required' box.