Help center      Build/Edit Workflows  
   How To Use the File Widget

How To Use the File Widget

Updated May 24, 2022

The file widget allows you to upload files to your workflows for anyone to access and download, either from your workflow or from workflow runs.

The same file will be available for users to download each time you run your workflow.

For example, you could upload a copy of your employee handbook to your onboarding workflow to make it easy to access and give to new employees. They can download it, fill it out and attach it back to your workflow run when complete.

The file widget supports uploading of Most generic file types up to 250MB. (.exe file type is not supported)

Users: In order to add or edit file widgets in your workflows, you must be an Administrator or a Full Member who has been given ‘edit’ access by your Administrator. 

How to add the file widget to a workflow

Start in your Library and look for the workflow you’d like to add files into. Click the three dots next to your workflow’s name (or click its name). From there click “Edit” in the top right corner.

Next click on the task you’d like to add a file into, then drag and drop or click the “File” widget from the right-hand menu, under “content”. The icon for this is a piece of paper with the corner folded over.

Click “Upload file” and select the file you want to insert. The file will be available for users to download once you have saved changes to your workflow.

Alternatively, you can drag and drop a file into the center of your screen, while editing your workflow, to achieve the same result.

Whilst there is no storage limit for uploads to your account, there are individual file upload limits.

When you’re done, save changes to your workflow.

Learn more about how the other widgets work:


 

Discover Process Street

Use Process Street to make your team processes fun, fast and faultless. We'll help you transform your team's static checklists into powerful interactive workflows!

Learn more about Process Street

YouTube videos
Deep dive into Process Street with our YouTube video series.
Join a webinar
Effectively record, replicate, and replace your workflow!
See latest releases
Catch up on the latest releases and enhancements.
Join the community
Share with others about how you are using the app day to day.

Take control of your workflows today.

Process Street