Manage Form Attachments | OneDrive - Zoho Forms

OneDrive

Your form attachments will be saved to OneDrive when you choose this option. 

To do this, 

  1. In your form builder, go to  Settings  and choose  Manage Form Attachments  from the left menu. 
  2. Choose  One Drive  service.
  3. Authenticate  Zoho Forms to access your OneDrive account.
  4. Choose between the options to create folders automatically or manually map file attachments to specific folders in OneDrive.

    OneDrive Folder Management

Create Automatically

When you choose  Create Automatically,  you can either choose to create folders automatically in the file attachment field's name or create separate folders dynamically for each form entry to store the files uploaded.


If you choose to create folders automatically based on field name,

  1. A new folder labeled as ZOHO FORMS will be created in OneDrive.
  2. A subfolder will be created in the name of the form (e.g., Job Application) under ZOHO FORMS. 
  3. All attachments from this form will be saved in folders created in the corresponding file attachment field's name (e.g., Resume, Experience certificate, passport). 
Here is an illustration showing the folder structure in OneDrive. 
OneDrive - Folder Navigation
4. Click Proceed .

If you choose to create folders automatically based on form submission,

  1. Pick a parent folder (e.g., ZOHO FORMS) or create a new folder in One Drive where you wish to store the files uploaded.
  2. Enter a name for the folder that gets created within the parent folder with each form entry. To distinguish between the folders created with each form entry, include field responses with the folder name by clicking the   icon and selecting the required fields from the list.
    Note : The folder name can have a maximum of 100 characaters.

    Create folders dynamically
  3. Click  Done .
For example, you can store the resumes uploaded by your recruits in separate folders named after them.

Manage Manually

When you choose  Manage Manually,  you can manually map attachment fields to the folders in OneDrive. You can choose to save attachment files under  My Files  or  Shared .
  • If you choose to save attachments under  My Files , select an existing folder or create a new folder to save the files. If no folder is selected or created, all the files will be directly stored under  My Files .

  • If you choose to save attachments in a shared folder, go to the  Shared  tab and select the folder where you want to save the files.
Click Done .

If you wish to change the file-saving location from  My Files  to  Shared  or vice-versa, click on the pencil icon next to the folder name and choose the desired location.

Note :
  1. You can change the folder under which you wish to save the files of an attachment field. You can also rename the file attachments when you save them in One Drive .
  2. The file name can have a maximum of 150 characters.
Only a file attachment of size upto 4 MB can be stored in OneDrive.

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