Manage file storage for forms

Current version: 10.3

Sitecore Forms contains a file upload element that you can use to allow a visitor to attach a single file or multiple files to your web form. For example, a resume, an avatar, or a profile picture. This topic describes how to manage the storage of these uploaded files.

By default, all forms data is stored in the Experience Forms database. In the Sitecore.ExperienceForms.config file, you can view the default setting by checking the following connection string: Sitecore.ExperienceForms.FileStorageConnectionStringName.

Add new file storage using a connection string

For scalability reasons, you might want to separate the storage for general forms data coming from the form fields and the storage for files uploaded by visitors.

To connect Sitecore Forms file storage to a different database:

  1. Open the Sitecore.ExperienceForms.config file and add a setting using the following connection string: Sitecore.ExperienceForms.FileStorageConnectionStringName

    For example:

    RequestResponse
    <setting name="Sitecore.ExperienceForms.FileStorageConnectionStringName" value=fileStorage" />
  2. Open the ConnectionStrings.config file and add the connection string that you just created. For example:

    RequestResponse
    <add name="fileStorage" connectionString="Data Source=.;Initial Catalog=sc930xp0_FileStorage;User ID=formsuser;Password=sitecore" />

Create a custom FileStorageProvider class

You can develop a different FileStorageProviderclass by implementing the IFileStorageProvider interface.

To create a custom FileStorageProvider:

  1. Create your own FileStorageProvider class. To extend the IFileStorageProvider, you must add a reference to the Sitecore.ExperienceForms.Data assembly.

    RequestResponse
    
    public interface IFileStorageProvider
    
        {
    
            
    
            Guid StoreFile(Stream file, string fileName);
    
            StoredFile GetFile(Guid fileId);
    
            void DeleteFiles(IEnumerable<Guid> fileIds);
    
            void CommitFiles(IEnumerable<Guid> fileIds);
    
            void Cleanup(TimeSpan timeSpan);
    
        }
    
    

    The following table describes the commands:

    Command

    Description

    StoreFile

    Stores a new file into the storage. Returns the GUID of the stored file.

    GetFile

    Retrieves the file information and file content in a StoredFile object. The StoredFile class contains the following:

    RequestResponse
    public class StoredFile
        { 
            public StoredFileInfo FileInfo { get; set; }
            public Stream File { get; set; }
    }
    

    DeleteFIles

    Deletes files from the storage.

    CommitFIles

    Commits the files inside the storage. Files that are committed are not removed during cleanup.

  2. To register the customized file provider, open the Sitecore.ExperienceForms.config file and search for Sitecore.ExperienceForms.Data.IFileStorageProvider, Sitecore.ExperienceForms.

  3. Replace the implementation type with your FileStorageProvider class name and assembly name.

    RequestResponse
    <register serviceType="Sitecore.ExperienceForms.Data.IFileStorageProvider, Sitecore.ExperienceForms" implementationType="SItecore.ExperienceForms.Data.SqlServer.SqlFilestorageProvider, Sitecore.ExperienceForms.Data.SqlServer" lifetime="Transient" />

Plan a cleanup task

Sitecore Forms automatically stores uploaded files when a visitor navigates between form pages, even if the form is not submitted. How long an uncommitted file is stored is determined by the FileGracePeriod setting (the default is 4 hours).

To define how long an uncommitted file is stored, change the FileGracePeriod setting:

  • Open the Sitecore.ExperienceForms.config file and go Sitecore.ExperienceForms.FileGracePeriod.

    RequestResponse
    <setting name="Sitecore.ExperienceForms.FileGracePeriod" value="00:04:00:00" />

The cleanup mechanism cleans uncommitted files. By default, the cleanup task runs once every 24 hours.

To control commands and schedules for cleaning the Forms database:

  • In the Master database, go to sitecore/System/Tasks/

    File storage clean up task for Sitecore Forms

    The FileStorageCleanup command includes the following fields:

    Field

    Description

    Type

    The full name and the assembly name of your cleanup class. For example: Sitecore.ExperienceForms.Tasks.FileStorageCleanup,Sitecore.ExperienceForms

    Method

    The name of the method. For example: Execute

    The TaskSchedule item defines when a task runs. The FileStorageCleanup schedule item defines how a task runs and includes the following fields:

    Field

    Description

    Command

    The name of the command. For example: Commands/Forms/FileStorageCleanup.

    Items

    Specify the list of items to be passed to the command method execution.

    Schedule

    Specify the schedule of the task. By default, the cleanup runs every 24 hours: 20190101|99990101|127|24:00:00

    Last run

    The last run time of the task. By default, Sitecore automatically updates the Last Run field after the cleanup task is complete.

    Async

    Select to run the task asynchronously.

    Auto remove

    Select to automatically remove the scheduled item after invoking the task.

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