File Upload Custom Field Types
Along with the other custom field types that Novi supports, you can create custom fields that allow your members to upload documents. File upload custom fields are a powerful way to manage files associated with user records, event registrations, and e-commerce transactions.
For a list of all of the accepted file types, see: A Complete List of Acceptable Novi File Types
Prefer to watch a video? Watch our File Uploads demo:
Roundtable Recap: Exploring File Uploads – A New Custom Field Type
Key Features
This file type is available in member records, event registrations, and e-commerce purchases, available on both the back-end and front-end.
Files are securely managed, with access limited to admins, the user, or individuals with management permissions.
A new Files tab has been added to member records, events, and e-commerce orders for easy organization and retrieval of files.
Files featured on directory profiles can be downloaded.
File Upload Custom Field Setup
New Option: A new "File Upload" option has been added to custom field types.
File Limits: Users can configure fields to allow single or multiple file uploads (maximum 25 files, 20MB per file).
Tip! The more files you allow, the longer a save will take for users. Consider limiting your custom field to a max number of files needed for your field.
Flexible Settings: Standard custom field settings apply, including options for required fields and admin-only visibility.
Broad Usability: The file upload field can be used in member records, event registrations, and e-commerce product listings.
Downloading Files from Member Profiles in the Directory
If a File Upload custom field is included in a public member directory, visitors can download the file directly from the member’s profile page. This makes it easy to access documents like logos, certifications, and other relevant materials.
Access Rules:
Files shown in the public directory are accessible to any visitor, even if they’re not logged in.
Files not shown in the public directory follow the standard privacy settings — they’re only visible to authorized users (like admins or the member themselves).
Member Records
File Visibility: Uploaded files appear in both the Details tab (in relation to their custom field) and the Files tab on member records on the backend. They appear under a users Profile in the member compass in relation to the custom field.
Batch Actions: Admins can perform bulk actions, such as downloading or deleting multiple files at once. Downloading multiple files at once will save them in a zip file.
Filters: Filter the Files tab by:
File Type - Type of file uploaded
Uploaded By - User who uploaded the file
Related Field - Custom field the file was uploaded to
Relationship Type - See files within a family tree
This may be helpful when looking at a company record. You'll be able to view files uploaded by any person under the company, for example.
Source Type - See whether a file was uploaded in bulk by an admin, from a member custom field, an event custom field, an ecommerce custom field, or is a headshot/logo.
Date Uploaded - Filter through a range of dates to see files uploaded in a specific time period
Batch Upload
For uploads to member records that don't belong to a custom field, admins can upload multiple files at once from the Files tab:
Ecommerce Products
Custom Product Fields: File upload fields can be added to e-commerce products, allowing customers to upload files during the purchase process.
Files Tab: Files are accessible through the Files tab on both product pages and individual order details.
Event Tickets
Tickets & Add-Ons: File upload fields can be included for both event tickets and e-commerce add-ons.
Files Tab: The Files tab on event pages provides a view of all uploaded files.
Attendee-Specific Files: Files uploaded by attendees are visible within the attendee edit modal.
Security and Access Controls
Restricted Access: Once uploaded, files are accessible only to admins, the user who uploaded them, or management access users of companies.
Those with management access to a company can view the company's profile custom fields, as well as connected staff members' profile custom fields.
Secure URLs: File URLs are designed to prevent unauthorized access.
Permission Limits: Limited admins cannot rename or delete files, to maintain file integrity and security.
Best Practices
File Limit Considerations: Set appropriate file number limits for each upload field based on usage needs.
Field Descriptions: Provide clear guidance in field descriptions about acceptable file types and sizes.
Member Education: Inform members about the file size limit of 20MB per file to ensure smooth uploads.
Watch the demo & roundtable recap exploring file uploads here: Roundtable Recap: Exploring File Uploads – A New Custom Field Type