Lead Capture Tools

AMular
Teilnehmer/-in

Form Submission File add to Folder

lösung

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?

(Post edited for clarity)

2 Akzeptierte Lösungen
trevordjones
Lösung
Trendsetter/-in | Diamond Partner
Trendsetter/-in | Diamond Partner

Form Submission File add to Folder

lösung

Hi @AMular ,

 

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.

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
ACC1
Lösung
Mitglied

Form Submission File add to Folder

lösung

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 🙂

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
5 Antworten
ACC1
Lösung
Mitglied

Form Submission File add to Folder

lösung

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 🙂

0 Upvotes
Jigar_Thakker
Autorität | Diamond Partner
Autorität | Diamond Partner

Form Submission File add to Folder

lösung

@AMular 

 

In that case, you can limit your folder access : 

  1. Navigate to Marketing > Files and Templates > Files.

  2. Hover over a folder and click Actions > Manage Access.

  3. In the right panel, configure your folder access. You can give view and edit access to everyone or choose specific teams.

  4. At the bottom of the panel, click Save.

for more information check this article here: https://knowledge.hubspot.com/account-security/limit-access-to-your-hubspot-assets 

 

Let me know if you have any follow-up questions.

0 Upvotes
AMular
Teilnehmer/-in

Form Submission File add to Folder

lösung

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.

0 Upvotes
trevordjones
Trendsetter/-in | Diamond Partner
Trendsetter/-in | Diamond Partner

Form Submission File add to Folder

lösung

Hi @AMular 

 

Did you see my post?

- Trevor
If my post solves your problem, please accept it as a solution.

0 Upvotes
trevordjones
Lösung
Trendsetter/-in | Diamond Partner
Trendsetter/-in | Diamond Partner

Form Submission File add to Folder

lösung

Hi @AMular ,

 

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.

0 Upvotes