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Input documents

An input document defines a file the case must provide: an attachment the person working the task uploads before continuing.

Fields

Field Rule
Title Up to 200 characters; stops at the limit with Character limit reached
Description Up to 500 characters; the field resizes when you drag its corner
Allowed types The extensions the step accepts, for example only PDF
Maximum size The size limit per file for the step
Versioning Whether uploading a file with the same name creates a new version

The title and description limits are enforced as you type, so a long title cannot be saved half-cut.

Attach it to a step

An input document does nothing until a task uses it:

  1. Open the task and choose Steps.
  2. Drag the input document from Available to Assigned.
  3. Order it relative to the forms in the same task.

At run time the step shows the documents already uploaded, then the upload controls, with the allowed types and maximum size visible above them.

What the person sees

  • Attach documents opens the upload panel next to the uploaded list.
  • Add files accepts several files at once, each with its own comment.
  • Add folder takes a folder and its subfolders.
  • Files outside the allowed types or above the size limit are marked and skipped, and the upload button counts only the valid ones.

The case side of this flow is described in Uploading documents.

Why the limits matter

The step validates before sending, but the server validates again. A file that passes the step and fails on the server stays in the list with the error so it can be retried; the other files of the same batch are not discarded.

Where the file goes

Setting Effect
Destination path The folder under the case where the file is stored
Keep the original Whether the file is stored as it was uploaded, without the case metadata
Published Whether the document is listed for the case
Versioning Whether a file with the same name becomes a new version instead of replacing the previous one

Versioning is what makes an input document auditable: the case keeps every file that was uploaded, with the user and the date, instead of only the last one.

Uploading from a trigger

Two functions attach files from code: PMFAddInputDocument() adds a file to an input document of a case, and PMFAssociateUploadedFilesWithInputFile() links the files a user uploaded inside a grid to an input document. Both are listed in the Lurana functions reference.