Tip #55: Set Validation in File Formats added as Attachments

Tip #55: Set Validation in File Formats added as Attachments



Would you like to allow only selected file formats to be added as attachments? We have now got the option to set the validations in Attachment and File fields.
 
For instance, an insurance company would like to shift their entire claim process online and they have developed an online platform with Qntrl for the org users to submit their bills. However, they want to prevent uploading bills in any format. The validation of file formats can help with this.
 
Within Settings, select Orchestration and choose the relevant orchestration. On the Create Form page, click the settings icon beside the Attachments field and set the validation. You can find the below validations:
 
  • Allow all formats: You can add any file without any restrictions.
  • Allow selective formats: Only the file formats specified in this field will be accepted.
  • Restrict selective formats: The file formats specified in this field will not be accepted.
The company wants to accept only PDFs for insurance claims. They can do this by selecting Allow selective formats and entering PDF into the text field.



If the company wants to accept all file formats, they can choose Allow all formats or if they want to restrict certain file formats, they can select Restrict selective formats
 
Note: When you allow or restrict file formats, you can only choose a maximum of 10 formats.
 
We hope this update is helpful to you. If you have any questions or suggestions, please leave a comment below or email us at support@qntrl.com .
 

                                   Help resources:   Qntrl KB |   Tutorials |   Short Help Videos |   How-to videos

 



    Access your files securely from anywhere

          Zoho Developer Community




                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day



                                        Zoho Marketing Automation
                                                • Sticky Posts

                                                • Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly

                                                  Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them.   Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templates
                                                • Qntrl's 2023 year in review

                                                  This year has been all about analyzing our customer feedback and building a resilient and solution-driven product from it. As a result of this work, we're happy to announce that a whole new version of Qntrl is getting ready for release soon. This new
                                                • Tip #61: 5 different ways to create Cards in Qntrl

                                                  Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginning
                                                • Tip #17: Stay informed of significant business impact using Orchestly

                                                  With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates.   Orchestly recognizes such requirements and provides adaptable solutions for all business
                                                • Onboard faster with Orchestly's Tutorials

                                                  We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly.   Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management.   We're looking forward to document more customer-centric


                                                Manage your brands on social media



                                                      Zoho TeamInbox Resources

                                                        Zoho DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho Campaigns Resources


                                                                            Zoho CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ






                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • Reusuable Sections & Universal Brand Settings

                                                                                                    Zoho Email Campaign setups take longer than other software I've used because it doesn't have reusable sections or universal brand settings (fonts and colors). These enhancements should be added to help us create our campaigns more easily.
                                                                                                  • Blockchain technology

                                                                                                    Blockchain technology is being used to revolutionize accounting and financial reporting. With blockchain, financial transactions are recorded on a decentralized ledger, making tracking transactions and verifying their accuracy easier. This technology
                                                                                                  • Este domínio já está associado a esta conta

                                                                                                    Fui fazer meu cadastro na zoho e quando digitei meu domínio recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço idéia de quem seja. Como que faço pra resolver isso? Atenciosamente, Anderson Souza.
                                                                                                  • not able to hit inventory api

                                                                                                    when i hit the api with my account keys and the access is provide by the client
                                                                                                  • Remove County field from Customer Address input screen (or allow input to be deleted)

                                                                                                    We are in the USA and have just noticed that there is now a County field in the Customer Address input screen (and maybe other areas of Zoho Books, but this is the one affecting us at the moment). County is not important to our business, and in fact we
                                                                                                  • 553 Relaying disallowed error

                                                                                                    Hi, I am receiving a "553 Relaying disallowed" error when sending emails to my domain email address which I have configured in Zoho. However, I am able to receive emails from my domain email to my gmail account. The SPF and MX entries are all configured
                                                                                                  • Leads and Deals Issue

                                                                                                    Hi! Is Zoho having trouble today? I've been experiencing issues today. When I move a deal to closed/won, it previously would require a closing date but today the screen just went blur and the closing date did not pop up. And then under leads, I was trying
                                                                                                  • !! URGENT My sent mail goes to spam

                                                                                                    I tested a few times and every time I send mail out it goes the recipients spam box.  Why is it marking my mail as spam? please help me ! thanks
                                                                                                  • Event Time Zone in meeting invites are confusing users

                                                                                                    When sending calendar invites to internal and external users, the first section "Event Time Zone" is confusing people and they are automatically declining events. Can this section please be removed??? It already shows the correct time zone next to the
                                                                                                  • Request For Quotation (RFQ) module

                                                                                                    Hello, Do you have any plans to implement a RFQ module in to ZOHO Inventory? I would like to chose items that I require a price for, select a number of different suppliers to e-mail and have them submit there pricing online. I would then like to see a
                                                                                                  • Constant Sync Errors 🙄

                                                                                                    I'm constantly getting sync error notifications with no actual resolution. Also... I have folders and files with a (!) on the cloud icon, indicating it's not accessible. This has also led to the complete loss of certain folders. Like... the go missing!
                                                                                                  • Display your zoho contact name when they call your mobile number

                                                                                                    As per the title If a contact calls the office number, the contacts name shows on mobile as long as I have their contact details registered in my crm. Is there a way that if the contact calls my mobile, their name can be displayed? Currently just their number shows when they call.
                                                                                                  • In Zoho Projects, is there a way to create a folders template under documents that can be used once a project is created?

                                                                                                    We have a specific folder structure that we would like to use that is standard across every project. Instead of having to create this structure every time a project is created, is there a way to create a template for the folders that can be added?
                                                                                                  • Custom view for Milestones

                                                                                                    Hi, Just an idea for the future... would it be possible to create custom views for the Milestones view under Work Overview ? I usually need to look at this view filtered by project group but the filter doesn't remain when navigating away. A custom view
                                                                                                  • Zoho Books API Limit Is RIDICULOUS!!!!!!!!!!!!!

                                                                                                    The 2,500 API call limit in Zoho Books is about as useful as AOL dialup.  Seriously Zoho, not only can I use up 2,500 API calls in no time with my own app but YOUR OWN STUPID IPAD APP blows through them super fast too, so if any one of my clients wants
                                                                                                  • javax.mail.authenticationfailedexception 535 authentication failed

                                                                                                    Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, Rekha
                                                                                                  • Out of Office not working

                                                                                                    I have set up out of office on zoho mail, however, it does not reply to every mail sent to it. I have tested it by sending several test messages from multiple different email accounts, I will get a response to some of them, but not all of them this is
                                                                                                  • Always display images from this sender – Is this feature available?

                                                                                                    In Zoho mail, I had my "Load external images" setting set to "Ask me", and that's fine. That's the setting I prefer. What's not fine though is I always need to tick "Display now" for each email I get, regardless if I've done that multiple times from several
                                                                                                  • Simplify your day-to-day sales operations with new List View actions

                                                                                                    Greetings everyone, Here are a few enhancements for quick actions in modular List Views that will make your day-to-day CRM operations much easier. List Views in modules display records in rows and columns based on set criteria, and are useful for presenting
                                                                                                  • How do I hide all leads from Standard users in my CRM ZOHO

                                                                                                    I want to configure my crm zoho in such a way that standard users will only see leads owned or assigned to them. How do I go about doing this? I have tried all i could, but nothing...can anyone help me?
                                                                                                  • Some emails are not being delivered

                                                                                                    I have this problem where some of my mail just seems to disappear. When I send it, it appears as sent with no mention of any problem, but my recipient never gets it, not even in the Spam folder. Same for receiving, I have a secondary e-mail address, and
                                                                                                  • Unbilled Items Report?

                                                                                                    Hello! Is there any way to display a list of items that remain unbilled, without creating an invoice for each customer to see if the unbilled items box is displayed? ;-) Ben
                                                                                                  • Making Calls Using ZDialer on Zoho Creator Widgets

                                                                                                    The Zdialer Browser Extension does not seem to recognize phone numbers on custom widgets. What is the best way to work around this?
                                                                                                  • ALL sent mails from my zoho email id go to spam

                                                                                                    when we send emails out of Zoho as like Gmail , ALL mails go to spam... more than urgent to get a solution !!!!!!
                                                                                                  • Não consigo enviar e nem receber e-mails

                                                                                                    Estou com problemas pra enviar e receber e-mails. Não consigo enviar (recebo uma mensagem de domínio inválido) e os e-mails que recebo estão voltando. Como devo proceder?
                                                                                                  • Time Field

                                                                                                    Good Day, I have a question, when I save a draft and reload it. Why does the time field format keeps goes from hh:mm to hh:mm:ss? Is there a way I can force it to load to hh:mm only? I have tried example = totime(input.TimeField, "hh:mm") in the -created
                                                                                                  • Receiving email problem

                                                                                                    I can send an email but can't receive from other platform like Gmail
                                                                                                  • Mas de 48 horas sin correo

                                                                                                    Estimados, llevamos más de 48 horas sin poder recibir correo y en este periodo hemos recibido información confusa y lo mas relevante es que Zoho dice que esta todo bien y no encuentra el error. Como deben comprender el perjuicio de no contar con un correo
                                                                                                  • Your account has been blocked due to security reasons.

                                                                                                    Hi everyone. Faced a problem that is wreaking havoc on my business! On December 14, blocked login via WEB, IMAP and POP3 with the reason of unusual activity, allegedly because of VPN/Proxy and suspicion that my account was hacked. I created a ticket to
                                                                                                  • Displaying related quotes in sales order and back

                                                                                                    Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? Thank
                                                                                                  • Details & Limitations of the Free Forever Plan

                                                                                                    I cannot find any comparison/details about the Free Forever Plan. Can you please publish details of what are its limitations?
                                                                                                  • Missing Folders on iPhone Zoho Mail

                                                                                                    Under mailboxes on my iPhone, I don't have an inbox, sent folder, deleted photo, etc. See pics.
                                                                                                  • Functions - How to pass Dynamic Parameters / Arguments?

                                                                                                    I am trying to create a generic function that I can use to update a given field with the name of the user and a given field with a datetime. The purpose of this is to have a history of major actions within the CRM record itself so it is easier to query
                                                                                                  • Directly Edit, Filter, and Sort Subforms on the Details Page

                                                                                                    Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
                                                                                                  • Query table pull last 12 months

                                                                                                    I am tying to pull the following criteria and the date is always what causes me the issue. I want to pull people (pco_id) who have entries of "event_id" being these 2 events and whos "kind" is Regular or Guest and where the event_starts_at (date column)
                                                                                                  • ChatGPT only summarize in English

                                                                                                    Hello i' v enabled chatgpt in salesIQ, it works great inside conversation (revise, Rephrase etc) add tags works well with another language than English. But when I want to summarize it render only in English, despite sales IQ is set to another language.
                                                                                                  • Vendor Assignment issue for staff in User Roales

                                                                                                    there is a limitation in software that we can't assing Vendors to our staff - we can only assign Customers on staff wise!! There is a limitation of this software that in case i want to assign limited vendors to my staff - it's not possible. Either i will
                                                                                                  • No Hope for Zoho Meeting

                                                                                                    Zoho Meeting is just the poorest meeting app I've come across in a long time. The support sucks too. I called to see if there was anything that could be done on the backend and while I was on a test meeting with support the video was lagging and freezing
                                                                                                  • Inventory Management for Manufacturer

                                                                                                    Hello, We are a manufacturing company in the FnB industry. We want to use the inventory management system to manage our raw material stocks and at the same time once we produce items, we need to increase our final product inventory while decreasing the
                                                                                                  • Does Zoho campaign de-duplicate based on mobile for SMS campaigns?

                                                                                                    Hi - We recently sent our first SMS campaign using Zoho Campaign integrated into Burst SMS and got feedback that some of our customers received multiple messages. Upon inspection, this was due to multiple contacts in our list containing the same mobile
                                                                                                  • Next Page