Guide Building workflows

File Upload Restrictions

Restrict what a File Upload field accepts — allowed file types by curated groups, and a maximum size per file — so requests arrive with the documents you expect and nothing you don't.

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Admin
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File Upload Restrictions control what a File Upload field on a workflow's form will accept. Administrators tick curated file type groups — Documents, Images, Spreadsheets, Archives — and set a maximum size per file in megabytes, and requesters are held to both when they attach a file. You'll need a workflow with a File Upload field already on its form, open on the Form tab. Custom extensions outside the built-in 31-extension MIME map are silently dropped from enforcement, so this guide stays with the curated groups.

Who this is for: admin.

Restrict the field to the file types you accept

When a File Upload field should only ever receive certain kinds of files — receipts and contracts, say, rather than whatever a requester has on their desktop — restricting the accepted types stops the wrong files before they reach an approver. Custom extensions outside the built-in 31-extension MIME map are logged as a warning and silently dropped: combined with mapped types they cause files of that extension to be rejected anyway, and configured alone they leave the field accepting everything.

  1. Sign in to ApproveThis as an Administrator.

  2. On the File Upload field card, click Attachments to open the field's settings.

    Screenshot for Restrict the field to the file types you accept: On the File Upload field card, click Attachments to open the field's settings.
    Screenshot for Restrict the field to the file types you accept: On the File Upload field card, click Attachments to open the field's settings.
  3. Click Files to open the tab where accepted types and size are configured.

    Screenshot for Restrict the field to the file types you accept: Click Files to open the tab where accepted types and size are configured.
    Screenshot for Restrict the field to the file types you accept: Click Files to open the tab where accepted types and size are configured.
  4. Tick Documents to accept the document file types in that group.

    Screenshot for Restrict the field to the file types you accept: Tick Documents to accept the document file types in that group.
    Screenshot for Restrict the field to the file types you accept: Tick Documents to accept the document file types in that group.
  5. Tick Images to accept the image file types in that group. Tick any other group the field should accept the same way.

    Screenshot for Restrict the field to the file types you accept: Tick Images to accept the image file types in that group. Tick any other group the field should
    Screenshot for Restrict the field to the file types you accept: Tick Images to accept the image file types in that group. Tick any other group the field should

Cap the size of each uploaded file

A size cap keeps a single oversized attachment from being uploaded to a request at all, so approvers only receive files within the limit you set. The cap applies per file, in megabytes.

  1. In Maximum File Size, enter the largest size a single file may be, in megabytes — the example uses 10.

    Screenshot for Cap the size of each uploaded file: In Maximum File Size, enter the largest size a single file may be, in megabytes — the example uses 10.
    Screenshot for Cap the size of each uploaded file: In Maximum File Size, enter the largest size a single file may be, in megabytes — the example uses 10.
  2. Press Tab to move off the field and save the value.

    Screenshot for Cap the size of each uploaded file: Press Tab to move off the field and save the value.
    Screenshot for Cap the size of each uploaded file: Press Tab to move off the field and save the value.