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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.

Uploading many files at once

To create one record per file from a batch of uploads, add a Multi-File Upload block to your layout. It stores each upload in the field you choose and only accepts the file types that field allows. It works with Image and Media fields too.

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