In the Smart Form Designer, any Smart Form Element that involves attaching a file - e.g. Image upload, video upload, File upload or Signature Elements - includes a toggle on the Mapping tab for specifying whether or not the attached file should only be attached to the Form Response record that is created or if the file should also be attached to the record from which the Smart Form was launched (e.g. a Work Order record or a Visit record). 


Toggle and Object Mapping on the Mapping tab


When the toggle is enabled and the Field Mapping is set to the appropriate Object based on the 3 scenarios below, in addition to attaching any files to the Form Response record...

  • ...if the Element is not located within a Loop, then the file will also be attached to the record from which the Smart Form was launched (e.g. a Work Order or a Visit). 
  • ...if the Element is located within a Loop or a Repeated Section but that Loop or Repeated Section is not mapped to anything, then the file will also be attached to the record from which the Smart Form was launched (e.g. a Work Order or a Visit)
  • ...if the Element is located within a Loop or a Repeated Section and that Loop or Repeated Section is mapped to  a Related List of the record from which the Smart Form was launched (e.g. a Work Order), then the file will also be attached to the Related List record (e.g. Work Order Line Item) associated with the current Loop or Repeated Section iteration