[CLOSED] - Ability to put document attachment object in other areas of the custom form (not just in the default fields at the top) | Community
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M
MelissaAv1
Level 2
March 29, 2017
Archived

[CLOSED] - Ability to put document attachment object in other areas of the custom form (not just in the default fields at the top)

  • March 29, 2017
  • 10 replies
  • 1437 views

This post has been closed as a duplicate. All votes have been moved to the original: Further customization for default fields in Queue Setup

Currently the document attachment can only display at the top of the custom form. However, we have an involved form that requires the user to attach a document. So, two issues arise - the document attachment isn't required, and it isn't in the place in the form that indicates the document attachment so it's often missed. Thanks!

    10 replies

    R
    RobertCa
    Level 2
    March 30, 2017

    I agree and needed.

    M
    MarcMo
    Level 6
    March 31, 2017

    3 of us agree (including OP) but only 1 vote. Don't forget to vote.

    T
    TonyCl-1
    Level 2
    June 21, 2017

    Yep, this is bad UX to have a Document object at the top, as most users will not bother to scroll down in order to complete the form

    J
    JamieHi
    Level 8
    October 5, 2017

    Agreed - it takes a huuuuuuuuuuuuge amount of space at the top.

    C
    CustomerSu
    Level 10
    November 8, 2017

    Yes! And if we were able to require the document upload, that would be VERY helpful!

    JennChing
    JennChing
    Level 4
    January 22, 2018

    Agree! We need this!!!

    W
    WilliamEn1
    Level 3
    January 29, 2018

    This is the post I've been looking for to upvote.

    I would ask for flexibility not only in where the upload button is placed, but also being able to place custom fields at the very top, even above the Subject field. We use descriptive text fields to provide request instructions, and it's very backwards to have the instructions after the Subject field and Upload button.

    Ability to place custom fields above the Document Upload could also potentially allow display logic to be used on that field. E.g. only display the upload button if certain rules are met.

    D
    DianeVa1
    Level 3
    January 30, 2018

    Agree. Our users let us know how confusing this is on a daily basis. Thanks.

    R
    RachelMi
    June 26, 2018

    love this idea.

    K
    KatieGe1
    Level 2
    October 12, 2018

    To anyone subscribed to this idea submission, I wanted to point out that this idea is currently planned for 2019! :)

    https://support.workfront.com/hc/en-us/community/posts/115001002888-Further-customization-for-default-fields-in-Queue-Setup

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