Knowledge base
Attachments and documents
Uploads, size limits, signatures and document templates.
8 answers
Answers
- How-toHow do I send, upload or copy attachments in an integration, and what isn't supported?Map the attachment field itself, send files to external APIs with Make an HTTP call (Custom) and Form Data, and pass the actual file when you upload through the Kissflow API.
- FixWhy is my document template PDF missing fields, badly formatted, or failing with a syntax error?Use supported field types, set dates and time zones with the Format button, fix unclosed or Formula builder tags, and attach the PDF from the integration action.
- FixWhy does my attachment upload fail or show "There was an error"?Check the 100 MB per-file limit and the field's file-type rules, zip unsupported or password-protected files, and test another network if only some users are affected.
- How-toHow do I generate a PDF from a document template in an integration and email or store it?Use Generate a PDF document with the item's instance ID, then map the generated document into the email's Attachments or the storage action.
- FixWhy do dates or numbers show in the wrong format in document templates or integrations?Set the date order, time zone and number style with the template's Format button; integration test output shows dates year first, which still maps correctly.
- How-toCan I get the file name of an uploaded attachment into a field?Formulas can't read an attachment's file name. Copy it with an integration that maps the attachment's Name into a text field, or with a button script.
- How-toHow do I reuse signatures, clear them on send-back, or add them to a document?Users can store one profile signature; add a Signature field and map it into the document template, and clear signatures on send-back with an integration.
- How-toHow do I show child-table rows in a document template?Drag the form table onto the template so the editor writes the row loop for you, then insert columns with {{ Row.Field }} inside the table.
