Feature Request: Ability to add Files into Jotform Boards.

  • lbtrucks
    Asked on March 31, 2025 at 4:00 PM

    I currently use trello to house files for different clients etc. I would LOVE to transfer everything to jotform and have one login. I did figure out how to move my trello board to jotform boards. That’s great! BUT I can’t hold any files on my jotform boards. Is this coming soon?

  • Joshua_T JotForm Support
    Replied on April 1, 2025 at 12:48 AM

    Hi lbtrucks,

    Thanks for reaching out to Jotform Support. Unfortunately, the feature you're looking for isn't available at Jotform right now, we've gone ahead and escalated your request to our developers. Exactly when or if it's developed depends on their workload, how viable it is, and how many other users also request it. If there are any updates, we’ll circle back to this thread and let you know.

    Thanks for your patience and understanding, we appreciate it.Feature Request: Ability to add Files into Jotform Boards Screenshot 20

  • Fatih Product Manager
    Replied on April 2, 2025 at 7:20 AM

    Hi lbrtrucks,

    Thank you for using Jotform Boards and sharing your feedback.

    You can upload files on tasks by adding a custom field. Here is how to do it:

    • Go to Task Fields menu in Board Settings on the right side of the page.
    • Click on Add a Field menu
    • Select Attachment & Image
    • Enter a name and click on Save
    • Open any task details and upload your file in the field

    Jotform Boards: I want to be able to save files on my boards Image 1 Screenshot 50 Screenshot 10

    Jotform Boards: I want to be able to save files on my boards Image 2 Screenshot 61 Screenshot 21

    Jotform Boards: I want to be able to save files on my boards Image 3 Screenshot 72 Screenshot 32

    Jotform Boards: I want to be able to save files on my boards Image 4 Screenshot 83 Screenshot 43

    Let us know if this doesn't answer your needs or if you have any other questions.

  • lbtrucks
    Replied on April 2, 2025 at 1:30 PM

    Yes! This is great! Thank you! Did they just add this or was it here all along?

  • Christian Ice JotForm Support
    Replied on April 2, 2025 at 3:57 PM

    Hi lbrtrucks,

    Yes, our Developers just added this feature since we escalated it as a feature request.

    Let us know if there’s anything else we can help you with. 

  • lbtrucks
    Replied on April 3, 2025 at 4:23 PM

    That’s amazing! We are going to switch from Trello to Jotform. Just curious with our plan...will we have ample room? Do the attachments take part of our space?

  • lbtrucks
    Replied on April 3, 2025 at 4:30 PM

    Also, I have a form (session notes) that I fill out for different clients. I have rules set for the pdf of the form to be sent via email to the client after I submit. Is there a way to create a rule to send the pdf to a specific trello board and list based on the client I am filling it out for. So if choose “Bob” as my client and fill out a form about Bob. I have jotform board named “Bob” with a list of “2025 session notes”. I want a new card under that list to be created and to include the pdf version of my Bob notes. Does that make sense?
  • Cyrus JotForm Support
    Replied on April 3, 2025 at 7:07 PM

    Hi lbrtrucks,

    I’ll need a bit of time to confirm this. I’ll get back to you as soon as possible.

    Thanks for your patience, we appreciate it.

  • Cyrus JotForm Support
    Replied on April 3, 2025 at 7:25 PM

    Hi lbrtrucks,

    To answer your question, yes, attachments uploaded through your forms will count toward your account’s Upload Space limit. This includes any files submitted by users, like images, PDFs, or documents.

    We have a guide on Understanding Your Account Usage and Limits that you can check out.

    To keep things organized and avoid confusion, I have moved and answered your other question on a new thread. You can go ahead and check that out here.

    Reach out again if there’s anything else we can help you with.

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