File Field
The File field lets users upload any type of file to a record. You control which file types are accepted using category toggles - Images, Audio, Video, Documents, Spreadsheets, Interactive, and Text.
What it is
A File field adds a file upload area to your record. Users drag and drop a file or click to browse and select one. You configure which categories of files are allowed - the field will only accept uploads that match the enabled types. By default, it accepts documents, spreadsheets, interactive files, and plain text files.
Accepted file type categories
- Images - PNG, JPG, GIF, and other image formats (off by default)
- Audio - MP3, WAV, and other audio files (off by default)
- Video - MP4 and other video formats (off by default)
- Documents - PDF and other document formats (on by default)
- Spreadsheets - XLS, XLSX, CSV, and other spreadsheet formats (on by default)
- Interactive - HTML and other interactive file types (on by default)
- Text - .txt and other plain text files (on by default)
When to use it
- Contracts attached to client records - upload signed PDFs directly to a client
- Support ticket attachments - let customers or staff attach files that explain an issue
- Invoice PDFs - store issued invoices directly on the corresponding invoice record
- Onboarding documents - attach forms, agreements, or guides to an employee or client record
- Project deliverables - store the files produced for a project on the project record itself
Settings
- Images toggle - enable to allow image file uploads
- Audio toggle - enable to allow audio file uploads
- Video toggle - enable to allow video file uploads
- Documents toggle - enable/disable PDF and document uploads (on by default)
- Spreadsheets toggle - enable/disable spreadsheet uploads (on by default)
- Interactive toggle - enable/disable interactive file uploads (on by default)
- Text toggle - enable/disable plain text file uploads (on by default)
- Label - the name shown above the field in forms and layouts
- Required - prevents saving the record unless a file is uploaded
Example
In a client management app, you add a File field labeled Signed Contract to your Clients object type. You leave the defaults as-is so only document and spreadsheet files are accepted - no accidental image or video uploads. When onboarding a new client, your team uploads the signed PDF contract directly to the client's record. Anyone who needs to reference or re-download the contract later can find it right there, no searching through email attachments required.