Use casesFile converter

Build your file converter.

Build a file converter around supported formats, conversion jobs and usable downloads.

How to build your file converter

  1. Describe the job

    Build a file converter around supported formats, conversion jobs and usable downloads.

  2. Review the first version

    Choose how the file owner records the input file and how the conversion reviewer reviews the next step.

  3. Refine the views

    Ask First to adjust the fields and views for the people who will use the app.

  4. Test before sharing

    Walk through the process with a sample record and check who owns the next action.

A file converter example

A converted sample omits a table that was present in the source.

Illustrative workflowFile converter

File converter example

Record
File converter · 01
Owner
File owner

Current stage · File owner

Open the input file

A converted sample omits a table that was present in the source.

Read the full walkthrough
  1. Open the input file

    A converted sample omits a table that was present in the source.

    Record:
    File converter · 01
    Owner:
    File owner
  2. Review the download

    Keep the output unaccepted and provide the source/output comparison for review.

    Stage:
    Review pending
    Owner:
    Conversion reviewer
  3. Check the converted output

    Check the converted output before marking the download ready.

    Next action:
    Check the converted output before marking the download ready.
    Owner:
    App user

What to include in your file converter

  • Keep the input file in context

    Keep input file, source format, target format, conversion job, validation and download together so the next person can understand the request or record.

  • When the next step needs a decision

    A converted sample omits a table that was present in the source. Keep the output unaccepted and provide the source/output comparison for review.

  • Keep download visible

    Check the converted output before marking the download ready.

  • Choose what each person needs

    Give the file owner a working view and the conversion reviewer a review view. Keep input file and source format attached to the decision as the work moves between them.

Questions about file converter

Start with input file, source format, target format, conversion job, validation and download. Describe who enters the information and who reviews the next step.

Build your file converter.

Start with your workflow and make it yours.

Get started