Managing File Uploads with vForm File Uploads
The vForm File Uploads section in Dynamics 365 provides centralised visibility and management for all files uploaded through vForm Responses.
These uploads are automatically recorded whenever users attach a file to a File Upload question type in a vForm Template.
Each file is stored as an independent vForm File Upload record, ensuring better data separation, auditability, and performance.
Viewing vForm File Uploads
To access and manage uploaded files in Dynamics 365:
In the left navigation panel, select vForm File Uploads under the vForms module.
The Active vForm File Uploads view displays all uploaded files captured across vForm Responses.
Each record includes:
Name of the uploaded file
Parent Question the file belongs to
Entity Name and Record ID for traceability
File Type (e.g., image, PDF, document)
Created On timestamp
Active vForm File Uploads view in Dynamics 365 shows each uploaded file and its linked metadata.
Key Features
Automatic Record Creation: File Upload records are generated automatically when a file is uploaded in a vForm Response, no manual action required.
Data Traceability: Each record maintains a reference to the parent question and the corresponding vForm Response.
Audit Support: Administrators can review all uploaded files, check timestamps, and validate ownership for compliance or troubleshooting.
Secure Access: Uploads are stored in compliance with Dynamics 365 data protection and access control mechanisms.
Common Use Cases
Scenario | Expected Outcome |
Review all uploaded files for an audit | Returns all file upload records with creation dates |
Verify link between upload and response | Displays associated vForm Response |
Clean up unused uploads | Removes outdated or orphaned uploads |
Track upload activity | Provides a quick audit report of file uploads |
The vForm File Uploads feature ensures that all attachments added to survey responses are securely stored, easily accessible, and fully auditable.