Uploading Attachments

Once the user has selected/enter a nominee and answered any questions, the user’s next step is to upload any attachments, if defined for the awards program.

There is a 4MB size limitation for each uploaded attachment and NO size limitation for all uploaded attachments. This setting can be changed via the Internet Information Services (IIS) settings.

Customer Impact

After the user has answered any questions and clicked Next, the Upload Attachments page is displayed. On this page, any attachments that have been defined for the awards program are displayed.

A asterisk (*) indicates a required field.

If no attachments have been defined for the awards program, the following message is displayed:

After the user is finished uploading any attachments, they must click Next to proceed. If they decide they would like to venture back to the Awards Program & Nominee, New Nominee, or Nominee Details pages and possibly select a different nominee option, edit new nominee information, or change an answer to a question, they can click Previous to navigate back.

Web Forms Designer Setup

Below is a screenshot of the fourth page (Upload Attachments) of the Awards Program Nomination workflow as it appears in Personify Web Forms Designer.

All text on this page is editable by your organization. You can also add new controls, such as an image control, to show your association’s logo.

Configurable Options and Business Rules

·            Required
If an attachment has been designated as required in the back-office setup, an asterisk (*) will be displayed to the left of the question type and ‘Required’ will be displayed at the end of the attachment description.

This option is defined by selecting the Required checkbox on the Awards Program Attachment screen:

·            Attachment Type
When defining attachments to be uploaded by a nominator, a Type must be defined. The Type is a non-fixed code setup by your organization. The attachment type selected will be displayed in parentheses before the attachment description.

This option is defined by selecting the appropriate option from the Type drop-down on the Awards Program Attachment screen.