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→Add media
(→Properties pane: Additional settings for '''image items''' created via '''Add Image''' button) |
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Click '''Add Media''' to link Notes attachments from the form. By default, media tab is set for capturing signatures, but you can set it up for other actions, like capture photo, record video, and more. | Click '''Add Media''' to link Notes attachments from the form. By default, media tab is set for capturing signatures, but you can set it up for other actions, like capture photo, record video, and more. | ||
* As '''Name''', enter the label of the tab. | * As '''Name''', enter the label of the tab. | ||
* As '''Required for Status''', you can configure the status to which the entity record changes when action in the media tab is performed. For example, capturing signature might change the status to ''signed''. | * As '''Required for Status''', you can configure the status to which the entity record changes when action in the media tab is performed. For example, capturing signature might change the status to ''signed''. | ||
* As '''Entity''' select Note or Cloud Document. | * As '''Entity''' select Note or Cloud Document. | ||
* As '''Title''' enter the subject or title of the note where the file is attached. | * As '''Title''' enter the subject or title of the note where the file is attached. | ||
* As '''Action''', select the actions for the media tab. | * As '''Action''', select the actions for the media tab: Clear, Capture Signature, Capture Photo, Select Photo, Select File, Record Audio, Record Video, Load File From, View, Open External, Copy, Paste, Print, Email, Resize Image, Edit Image. | ||
{{Note| | |||
Media added using the '''Add Media''' button are treated as a standalone form tab; if you want to add images to an existing tab with other fields, use '''Add Image''' instead. | |||
You can add as many media tabs as you like, each with different options. You can have a dedicated signature tab, a dedicated photo/picture tab, a record tab, etc.|Tips}} | |||
To allow further validation/logic of the Media tab, you can use Form rule where there are new options available for the Media tab items. To see it in action, you can watch this [https://youtu.be/VZQMwM0b-N8?t=27m34s part] of one of our webinars. {{Badge|Webinar}} | To allow further validation/logic of the Media tab, you can use Form rule where there are new options available for the Media tab items. To see it in action, you can watch this [https://youtu.be/VZQMwM0b-N8?t=27m34s part] of one of our webinars. {{Badge|Webinar}} | ||