Use Images and Attachments with 4 how-to topics, including creating the field, camera upload, local upload, and cloud document upload; choose a topic from the index and follow the entry path and 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 a local image or file from your device | Free |
| 4 | 4. Upload an image or file from cloud documents | Free |
How-to Guide
1. Create an Images and Attachments field
Entry path: Tap the header → Edit → Field Type → Images and Attachments
- Tap the header you want to configure.
- 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 as Thumbnail View or List View.
- Set the upload method if needed, such as allowing images to be uploaded 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 header is not selected first, you may not enter the field editing screen.
- Environment note: If you want to limit uploads to mobile capture, set that option while configuring the field.
2. Upload an image with the camera
Entry path: Tap the header → Edit → Images and Attachments field → Camera
- Tap the target header.
- In the floating toolbar, tap Edit.
- Tap the Images and Attachments field.
- Tap Camera.
- Use the device camera to take a photo.
- Upload the captured image to the current field.
Success Criteria
- On-screen result: The newly captured image appears in the Images and Attachments field for the current record.
- What you can do next: You can add more images or switch to another upload method.
Tips While Using
- Common mistake: If camera permission is not granted, direct capture upload will not work.
- Environment note: This method depends on the device camera being available.
3. Upload a local image or file from your device
Entry path: Tap the header → Edit → Images and Attachments field → My Phone
- Tap the target header.
- In the floating toolbar, tap Edit.
- Tap the Images and Attachments field.
- Tap My Phone.
- Choose an upload method: a local file, or capture a photo.
- Select the image or file you want to upload and confirm.
Success Criteria
- On-screen result: The selected local image or file appears in the field.
- What you can do next: You can preview it, continue uploading, or move to another record.
Tips While Using
- Common mistake: If Photos or Files permission is not granted, the file list may not appear.
- Environment note: Local file access depends on iOS file and photo permissions.
4. Upload an image or file from cloud documents
Entry path: Tap the header → Edit → Images and Attachments field → Cloud Documents
- Tap the target header.
- In the floating toolbar, tap Edit.
- Tap the Images and Attachments field.
- Tap Cloud Documents.
- Browse and select the file or image in cloud documents.
- Tap the target file to upload it.
Success Criteria
- On-screen result: The file from cloud documents is added to the current field.
- What you can do next: You can review the record or add more attachments.
Tips While Using
- Common mistake: If you are not signed in or the network is unstable, the cloud document list may not load correctly.
- Environment note: This method requires a working network connection.