Journey Manager (JM) The transaction engine for the platform. | Platform Developer | 17.10 This feature was updated in 17.10.
Manager allows you to create and configure attachment rules for form versions, making it possible to restrict individual attachments to certain file sizes and types. For example, you might only allow JPEG images under 512 kilobytes. You can also place restrictions on all attachments that can be added to the form. For instance, you might want to limit the total number of attachments to be 5 and the total size of all file attachments to be 30 megabytes.
Attachments are separate entities (files or physical documents) that have to be submitted alongside the form. Forms may have multiple attachments, some of which may be required to complete the submission, while others may be optional. Attachments can be submitted in one of two ways: Either the user attaches them to their submission by uploading files (electronic submission), or the user submits them in any other way, e.g. by mail or fax (manual submission). You can choose to allow one or both methods when defining an attachment. Manager considers a submission complete only if all required attachments with electronic submission have been attached by the user. Manager can't check attachments that the user submits manually (by definition, such attachments are submitted independently of a onboarding journey).
Attachments are defined for each form version. When a form is submitted, Manager checks whether attachments have been set up for it and if so, displays an attachment page.
Attachments can be grouped as required and optional. A user then decides how to submit attachments if they were set up to allow both electronic and manual submission. A user can also upload files on the same page and gets a list of all files uploaded so far. Multiple files can be attached for a single attachment. Certain types of forms can also contain embedded attachments, which the user uploads using the PDF viewer. Manager stores these attachments when the form is submitted, and they are also visible to administrators and are included in delivery. The attachments submitted electronically by the user can be viewed and downloaded via Manager UI directly.
Manager populates the form with the list of specified attachments and later reads the list of required attachments from the form when it is submitted. While this gives the form the opportunity to manipulate the list of attachments, it also means that the form must contain a certain data structure that holds the specified attachments.
To enable Manager to read and write the form's attachment section, you may need to add a configuration mapping to the form data configuration, which is from Attachment to the XPath of the attachment section in your form.
To configure attachment rules for a form version:
The Maximum Total Size can't exceed the Attachments Max Total Size value defined in the Deployment Properties.
*.pdf, *.doc, in the File Types field.
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