Attach Documents to Interviews

It is possible to allow a user to attach documents to the interview. This might be useful in situations where the user is required to provide an electronic document or image to prove a claim, such as a scanned copy of a driver's license or other photographic evidence. The uploaded files can be saved to Oracle B2C Service, or to another application via a web service connector, providing that the connection is configured to accept attachments. An uploaded image file can be included in a document generated from the interview (see Insert an uploaded image into a form).

In Policy Modeling, you simply decide which screens you would like the user to upload their files from, and add upload controls to those screens using upload groups. You can have multiple upload groups per entity, each with a separate name, allowing the same subset of uploaded files to be shown and modified on a later interview screen, for example. Specifying the entity for an upload group ensures that the uploaded files will be saved to the correct location in the connected application. This makes it easy to upload the birth certificate of a parent and their children on a single interview screen, for example. The behavior of different upload groups can be separately controlled (see Configuration Options for Upload Controls). Note that the ability to have more than one upload group per entity is not available in August 2016 interviews or the Interview Service.

An interview that uploads files to a connected application must have a Submit button. This is because the saving of files attached to all upload controls in an interview is triggered when the interview user clicks the Submit button. The Submit button does not have to be on the same screen as the screen containing the upload control. However, you should ensure that the screen containing the Submit button will be shown for all interview users who will be uploading files using upload controls. For certainty and ease of maintenance, it is recommended that you place your Submit button on the final input screen in the interview, or as close to it as possible. For more information on Submit buttons, see Control Screen Behavior Using Buttons.

Tip: The use of upload controls for uploading documents from interview screens is demonstrated in the Travel Compensation example policy model that is installed with Policy Modeling. The use of upload controls for uploading images from interview screens is demonstrated in the My Store App example policy model.