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Is There Any Way to Make Document Upload Mandatory When Submitting A Request?

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Hi Community,

Is it possible to mark document upload mandatory when an user is trying to submit a request? For some teams, documents are really necessary to start working on requests, and there are multiple scenarios when requestors don't upload document. Which results in delay in timeline.

Thanks!

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1 Accepted Solution

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Correct answer by
Community Advisor

Business rules can help with that.

I experimented with inverse of this and it was success, meaning that I applied a rule "if there is an attachment show error message asking user to remove it" (there was additional condition involved).
And this worked, so I believe having rule to ensure document is uploaded  would also work.

 

BTW. I also tested this with linked documents and they are evaluated in the same way, so if document is linked, it's like if it was attached.

 

here is modified sample of the rule I used:

IF({categoryID}="5cc7a96500f2a9c6907a4cf1b2a39135" && {hasDocuments}=true, ": This ...., attaching files is forbidden. Please include URL for the file","")

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1 Reply

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Correct answer by
Community Advisor

Business rules can help with that.

I experimented with inverse of this and it was success, meaning that I applied a rule "if there is an attachment show error message asking user to remove it" (there was additional condition involved).
And this worked, so I believe having rule to ensure document is uploaded  would also work.

 

BTW. I also tested this with linked documents and they are evaluated in the same way, so if document is linked, it's like if it was attached.

 

here is modified sample of the rule I used:

IF({categoryID}="5cc7a96500f2a9c6907a4cf1b2a39135" && {hasDocuments}=true, ": This ...., attaching files is forbidden. Please include URL for the file","")