Summary
This article covers fields utilized for file uploads.
File Upload Properties*
A File Upload field can be created on a form by the Form Designer which allows the user to upload a file within a form.
Note: There is a 50 mb file size limit. Please contact us if interested in a larger volume file repository.
When a file upload field is dragged and dropped onto the form builder body/grid, the file upload properties appear in the toolbox.
In the Rendered Form the File Upload field displays a Choose File or Browse button depending on which browser is used. A user can click on the Choose File or Browse button and select a file from the desired directory or sub-directory within the user’s computer or network. When the file is selected and the Upload Now button is clicked, the file is linked to the form and uploads it to the Study Document Manager.
Example of File Upload Usage in a Form
Select the Choose File button (Chrome and Safari browsers) or the Browse… button (Firefox browser) in the File Upload Field as shown in the figures below. The figure on the left shows the File Upload field when viewed in a Chrome or Safari browser while the figure on the right shows the File Upload field when viewed in a Firefox browser.
This opens the file directory window where the appropriate directory and file can be selected. When the desired file has been selected the document title will appear (next to the Choose File or Browse button) as shown in the figures below.
Click the Upload Now button. When the file has completed the upload process, the file name will be displayed below the Upload Now progress bar.
When the form is saved, the File Name and Date Uploaded window appears on the form.
The uploaded file can be accessed using the Study Document Manager / File Repository link from the Study menu as shown in the figure below.
When the Study Document Manager link is selected, the Study Document Manager page containing the Current Study Documents data table is displayed as shown in the figure below. All columns (except for Download and Delete) are sortable columns. A sortable column is indicated by the mouse pointer displayed as a hand when hovering over the column headers. When the Study Document Manager link is selected, the Study Document Manager page containing the Current Study Documents data table is displayed as shown in the figure below.
The Download icon
can be used to download the selected file for viewing, printing, or saving in another location as shown in the figure below.
In addition, the Name column contains a link to the document viewer within Datatrak Direct as shown in the figure below.
The file Name and Form filters located in the Current Study Documents header can be used to locate a desired form that has been uploaded to the Study Document Manager. The Rows dropdown also located in the Current Study Documents header can be used to select the desired number of rows to display in the Current Study Documents data table as shown in the figure below.
Data Section
The Field Name and Reporting Label properties available in the Data section for a File Upload field are the same as those for a Text field. For more complete information about assigning a Field Name and Reporting Label, please see the Text Properties section above.
- Field Name -The Field Name Property allows the Form Designer to define the Field Name stored in the database. All Field Names are capitalized by default. If a Field Name is typed in lower case, after the cursor is moved from the field, the text will automatically convert to upper case.
To define a Field Name, click in the text box next to Field Name, type in the desired name for the field, and press the Tab or Enter key.
- Reporting Label - The Reporting Label Property allows the Form Designer to designate an abbreviated name to be used for reporting and exporting of data.
General Section
- ToolTip -The ToolTip field is an optional property that can be used at the field level to provide a “Tip” or “Help Message” explaining how to complete the field or provide a reason or explanation for the field. Clicking on the View/Edit link will display the Tooltip window. Using the Tooltip window, the Form Designer can type in the desired message which will be presented to the user completing form when hovering over the field.
For more information on the available Field Types, please visit the Field Types Knowledge base article. - Show in Log - The Show in Log property cannot be used with File Upload Fields.
- Special Type - The Special Type property (Mobile Only) will enable Still Image, Analog Signature, Audio Recording and Audio/Video Recording upload capability. Selecting this will enable these field types for ease in Mobile data entry.
- Analog Signature allows you to sign your screen or hand-held device and make a copy of your signature that can be attached to the patient record.
- Audio Upload Fields allows a user to speak into a hand-held device microphone and directly upload an audio file to a patient record. Tap the red record button to start recording, tap the square box to stop recording. Tap the play button to preview your audio. To re-record just repeat the steps.
- Still Photo Upload Fields allows a user to take pictures in real-time or select an existing photo from a camera roll and upload it to a patient record. Tap on the camera icon to take a photo from the device or select the camera roll icon to choose an existing photo from a hand-held device.
- Video Upload Fields* enables the production and upload of a video into a patient record. Play the video by clicking the play icon.
Note: Videos must be 60 seconds or less to upload successfully.
Validations Section
- Required - Selecting the “Required” checkbox indicates the field must be completed when the user is filling out the form. If the field is not completed, when the form is saved an error message will be displayed indicating, “This field is required.”
- Conditional Actions - View/Edit - Selecting the View/Edit link brings up the Conditional Actions dialog box and allows the Form Designer to create simple to complex edit checks (validations) for fields (and forms). The Conditional Actions dialog box can be used to: disable or hide fields (or forms) based on some criteria, produce edit checks (validations), display a popup message, compute a value, populate a field with a value based on some criteria, and/or send an email notification. Each field can contain multiple conditional actions. The number that precedes the View/Edit link indicates the number of conditional actions present on the field (or form). Please refer to the library of Conditional Actions help documents for complete instructions.
Layout Section
The Layout Properties enable the Form Designer to designate the exact location on the Form Builder body/grid where the File Upload Field will be placed. The Layout properties allow the Form Designer to align various fields in a form so they are uniform and the appropriate size when the form is rendered.
- Left (pixels) - This field allows the Form Designer to designate where the left edge of the File Upload Field will be located.
- Top (pixels) - This field allows the Form Designer to designate where the top edge of the File Upload Field will be located.
- Width - This field allows the Form Designer to designate the width of the File Upload Field. The width of the field can be expressed in pixels or a percentage using the dropdown control.
- Pixels - This dropdown choice allows the Form Designer to designate the width of the File Upload Field by the number of pixels.
- Percent - This dropdown choice allows the Form Designer to designate the width of the File Upload Field as a percentage of the total Form width. For example: If the width of the form is designated in the form properties is 800 pixels and a File Upload Field Width of 25 percent is selected, the File Upload Field Width will be 200 pixels wide (one fourth the width of the Form).
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