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févr. 20, 202411:03 AM - modifié févr. 20, 202412:03 PM
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Form Submission File add to Folder
Résolue
We are planning on using form submissions to collect potentially private files such as Resumé's (nothing SPII/SPFI). We want to be able to lock down access to these files somehow.
We know that:
Form submitted files end up in the HubSpot file manager
You can restrict acceess to files there through folders
What we want to know is:
Can we route form submitted files into a locked down folder?
Is there any other option to restrict access to specifically files from form submissions?
As far as I am aware, there is not currently a no-code solution to do this. There is an Idea Currently in the Community for just this funcitonality which I recommend upvoting.
If you were to upload the file to a specific property called "Resume" in your example, we have a potential workflow trigger, and folderID is available in the Files API, so if you have OperationsHub Professional and access to a developer a custom-coded workflow action may be a solution for you.
- Trevor If my post solves your problem, please accept it as a solution.
Hi @AMular , if you're open to using 3rd party for this, Gluetrail can help!
We're a no-code form builder tightly integrated with HubSpot. We typically help HubSpot users when they have advanced forms need like creating interactions (multi-step, prefills, maps, redirects...) or automation (send files to folder, create/update custom objects and associations, query...) vs. the standard feature.
In your case, you could use Gluetrail to build a form (standalone or embedded on your site) with a file upload question and send the files uploaded by your users to a specific folder ID in HubSpot. No code required.
Happy to discuss and show you how it works if you'd like 🙂
Hi @AMular , if you're open to using 3rd party for this, Gluetrail can help!
We're a no-code form builder tightly integrated with HubSpot. We typically help HubSpot users when they have advanced forms need like creating interactions (multi-step, prefills, maps, redirects...) or automation (send files to folder, create/update custom objects and associations, query...) vs. the standard feature.
In your case, you could use Gluetrail to build a form (standalone or embedded on your site) with a file upload question and send the files uploaded by your users to a specific folder ID in HubSpot. No code required.
Happy to discuss and show you how it works if you'd like 🙂
I am aware of limiting folder access. What I am looking for is a way to automatically route files from form submissions into a folder that we have already set up with limited access.
As far as I am aware, there is not currently a no-code solution to do this. There is an Idea Currently in the Community for just this funcitonality which I recommend upvoting.
If you were to upload the file to a specific property called "Resume" in your example, we have a potential workflow trigger, and folderID is available in the Files API, so if you have OperationsHub Professional and access to a developer a custom-coded workflow action may be a solution for you.
- Trevor If my post solves your problem, please accept it as a solution.