Using the Attachment Connection Type

How to use an attachment connection type

An attachment connection allows you to save images and files in an Azure File Share or Windows File Share attachment storage type. 

1. From the Configuration menu on the left, select Data Connections.
2. Click + Connection to add a new connection. To view or edit an existing data connection, select the connection from the Connection Name list.
   
3. Enter a connection name and description for the attachment connection. This helps you identify the data connection if you connect to more than one database.
4. Select Attachment as the connection type.
5. Select the type of storage you want to use from the Attachment Storage Type field.
   If you select Azure File Share as the attachment storage type complete the following fields:
   

   Account Name: Enter the username/ID for accessing the storage site.

   Account Key: Enter the password or secret that the storage type requires for accessing the storage site.

   File Share: Enter the endpoint for the storage site where attachments using this connection are stored.

   Default Folder in Share: Enter the folder name for the attachments to be stored in using this connection.

   If you select Windows File Share as the attachment storage type enter the folder name for the attachments to be stored in the Default Folder in Share field.

   Note: If you want to use more than one folder, you must create multiple connections for each folder.

   Files uploaded from a device initially appear with a temporary GUID-based name. Once the form is submitted, the proper naming convention is applied.

   Attachments that remain in this temporary state are not processed by automated services responsible for moving files. If you find older files still using GUID names, it is likely the associated form was deleted, and the attachments were left behind. These files can be deleted at your discretion.

6. Click Test Connection to ensure your settings are correct. Data connections can be edited by clicking a connection on the Data Connections page. The Connection window opens, and the settings can be changed.
7. Click Save when you've completed your changes.