Understanding Attachment/File Field Type

The File/Attachment field lets you upload and store important documents, images, or any type of files directly within your CRM records in Smackdab.ai.

Whether you're attaching contracts, ID proofs, invoices, or supporting documents, this field ensures your files stay organized and easily accessible.

Let’s explore how to configure and customize your File/Attachment field!

Adding a File/Attachment Field

To create a File/Attachment field in Smackdab.ai, follow these steps:

1. Go to Settings → Navigate to Customization.

   

2. Select Modules → Choose the module where the phone field should be added (e.g., Contacts, Deals, Companies).

   

3. Choose the Field Section → Select the section in the entity where this new field will go.

   

4. Click "New Field" → Choose New Field to create a custom field.

   

5. Choose Field Type → Select "File/Attachment" to enable file uploads for that field.

   

Customize Your File/Attachment Field Settings

When setting up your File/Attachment field, you’ll have several customization options.

1. Select One Option to Customize Field Behavior

• Required – If this field is marked as required, it will be highlighted with an asterisk (*), meaning users must upload a file before they can save the record.j
  💡 Note: If you mark a field as required, it will automatically be included in the Public API and added to the Field Layout. If the field is not required, you will need to manually add it to the Public API and field layout.

• Important – While not required, marking a field as Important highlights it with an orange dot, making it stand out so users know it’s crucial to update.

• Bulk Edit – Allows users to update this field for multiple records at once, making it easier to upload files in bulk scenarios.

  

2. Tooltip

A small pop-up message that appears when users hover over the field. This is great for giving extra instructions or context without cluttering the interface.

📌 Example Tooltip:

"Upload a signed agreement in PDF format (Max 2MB)."

3. Public API

When you enable the Public API option, this field becomes accessible for integration with other applications. This means it can be included in API exports, allowing seamless data exchange between Smackdab.ai and external systems.

• If the field is marked as Required, it will automatically be added to the Public API and included in the default field layout.

• If the field is NOT required, you will need to manually enable Public API access to make it available for integrations.

4. Icon

Assign an icon to visually represent the field, making it easier to recognize and improving user experience.

5. Description

The Description provides clarity on the purpose of this field. A well-written description ensures that both users and AI can interpret the data accurately.

A detailed description helps Smackdab.ai generate insights and use this field for automation and analytics.

Custom Validation Options for File/Attachment Field

To ensure files uploaded meet your system’s needs, you can apply the following validation rules:

1. Required File Type

Restrict uploads to specific file formats to maintain consistency and avoid unsupported files.

📌 Example File Types:

• PDF

• JPG, PNG

• DOCX

  

2. Minimum File Size (KB)

Define the smallest file size users can upload. This ensures essential content is not missing.

📌 Example:
Minimum File Size: 10 KB → Prevents blank or empty file uploads.