How to use the Upload Media task using an Identifier?

How can we upload data files from our device to the server (DMS)?

  • Use of the task:
    The “Upload Media” tasks allows users to upload files from their local devices to the app server. Here’s a step-by-step guide on how to configure this task effectively:
  1. Add a Button Element: Start by placing a ‘Button’ element on the Designer’s canvas from the ‘Elements’ pane.

  2. Configure the OnClick Event: Navigate to the ‘Events’ configuration section and select the “OnClick” Event for the button.

  3. Create a Task Group: Proceed by creating a Task Group responsible for executing the “Upload Media” task.

  4. Add the Upload Media Task: Once the Task Group is set up, drag the “Upload Media” task into the ‘Execution’ pane.

  5. Configure the Media Property: In the ‘Media’ property of the task, select ‘Identifier.’ This option uses a name identifier, an alphanumeric value, to manage and distinguish specific files or sets of files at the server level.

  6. Leave Record ID Parameter Unchanged: This parameter is a primary identification key to execute the request for (say) deleting the media and should remain unchanged.

  7. Set the Doc ID Parameter: This parameter is a unique identifier assigned to the media to be uploaded. You can fetch the Doc ID from a particular ‘Entity’ or pass a ‘Static’ Doc ID.

  8. To pass a static Doc ID, select the ‘Static’ function in the Smart Selector. Enter the desired Doc ID (e.g., 1234) for ‘Value’ and select the “Data Type” as ‘Number.’

  9. Manage the Doc Bundle ID Parameter: This parameter serves as a named identifier to find a group of documents if the Upload Media task is required to upload a document from a group of documents. A static value can be passed in this parameter as well.

  10. Additional Notes:

  • The “Object Type” parameter of the Upload Media task will be deleted from this particular task. Please refrain from using it for now.

  • To add a caption to your file, utilize the “File Caption” parameter. The caption can be set as a static value or fetched via any entity that has the caption stored in it.

  • Configure the Business Rule based on the use case as needed.