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Allow Applicants to Upload Supporting Files and Images
Allow Public Sector Solutions constituents to upload supporting documents, such as proof of identity or proof of address, with their applications.
Required Editions
| View supported product editions. |
| User Permissions Needed | |
|---|---|
| To create Omniscript forms: | OmniStudio Admin |
To enable constituents to upload supporting files for their applications, include a File or Image input element in your Omniscript form. By default, Omnistudio uploads files and images to Content Documents (Salesforce Files), but you can attach them to parent records, such as business license or benefit applications, if you prefer. Files and images can be up to 2 GB.
- From the App Launcher, find and select Omniscripts.
- Select an inactive Omniscript from the list view.
- Add or select a step for uploading supporting documents.
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In the Build panel, expand the Inputs section and drag a File or
Image element to the step in the canvas.
- Specify the element’s properties, including a Name and Field Label.
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To attach uploaded files to the application, for Content Parent Id, enter the ID of the
object associated with the application form. For example, enter the object ID for business
license applications. You can also enter a comma-separated list of IDs.
Every Salesforce object has a three-character ID. To determine the ID of an object, open a record and look in the browser’s URL field. After the object name parameter is an 18-character string that represents the record ID. The first three characters of the string are the object ID. For example, the URL
https://[domain]/lightning/r/BusinessLicenseApplication/0f0RN000000004IYAQ/viewshows that the object ID for business license applications is 0f0.
Experience Cloud site guest users need permission to upload files and images. From Setup, in the Quick Find box, search for Salesforce Files and then select General Settings. Click Edit, select Allow site guest users to upload files, and save your change.
