Use Images and Attachments with 4 how-to topics covering field creation, camera upload, local upload, and cloud document upload; choose a topic from the index and follow the steps.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Create an Images and Attachments field | Free |
| 2 | 2. Upload an image with the camera | Free |
| 3 | 3. Upload local images or files from your phone | Free |
| 4 | 4. Upload images or files from cloud documents | Free |
How-to Guide
1. Create an Images and Attachments field
Entry path: Tap the table header → Edit → Field Type → Images and Attachments
- Tap the table header in the data table.
- In the floating toolbar, tap Edit.
- In the field editing window, tap Field Type.
- Select Images and Attachments.
- Enter the field name.
- Choose the display style and upload method as needed, including thumbnail style, list style, and the option to allow image upload only through mobile capture.
- Tap OK to finish.
Success Criteria
- On-screen result: A new Images and Attachments field appears in the data table.
- What you can do next: You can continue uploading images or files to this field.
Tips While Using
- Common mistake: If the table header is not selected first, the field editing window will not open.
- Environment note: If you set the field to allow only mobile capture, later upload options will follow that setting.
2. Upload an image with the camera
Entry path: Tap the table header → Edit → Images and Attachments field → Camera
- Tap the table header.
- In the floating toolbar, tap Edit.
- Tap the Images and Attachments field.
- Tap Camera.
- Take a photo with your device camera and complete the upload.
Success Criteria
- On-screen result: The new photo appears in the selected field.
- What you can do next: You can continue reviewing, sharing, or adding more record details.
Tips While Using
- Common mistake: If camera permission is not granted, photo capture upload will not work normally.
- Environment note: This workflow depends on an available device camera.
3. Upload local images or files from your phone
Entry path: Tap the table header → Edit → Images and Attachments field → My Phone
- Tap the table header.
- In the floating toolbar, tap Edit.
- Tap the Images and Attachments field.
- Tap My Phone.
- Choose Local File to upload a file or image from your phone, or choose Take Photo to open the camera and upload a new image.
Success Criteria
- On-screen result: The selected local image or file appears in the field.
- What you can do next: You can add more attachments or share the data table.
Tips While Using
- Common mistake: Files stored in restricted folders may not be available for direct selection.
- Environment note: File access permission is required.
4. Upload images or files from cloud documents
Entry path: Tap the table header → Edit → Images and Attachments field → Cloud Docs
- Tap the table header.
- In the floating toolbar, tap Edit.
- Tap the Images and Attachments field.
- Tap Cloud Docs.
- Select the file or image that you want to upload from cloud documents.
- Tap the target file to complete the upload.
Success Criteria
- On-screen result: The selected cloud document file or image is linked to the current field.
- What you can do next: You can view the attachment content directly in the data table record.
Tips While Using
- Common mistake: If you are not signed in, your personal cloud documents may not be available.
- Environment note: A network connection is required.