Forum Discussion

wolfee's avatar
wolfee
New Contributor
10 days ago

Make document attachment required on journal

Hi Everyone,

Our business team would like to make it mandatory to attach a document to every journal entry.  I know this can be done via a confirmation rule.  However, one of our business partners googled this and AI returned the information in the screenshot below so they are questioning why we can't enable the setting referenced.  We can't find this in any of the OneStream documentation nor see it when creating new workflow forms or journal templates.  Is anyone familiar with this setting?

 

Forms
Journals
Workflow
  • MarcusH's avatar
    MarcusH
    Valued Contributor
    9 days ago

    As far as I know that does not exist. If you try the same question in ChatGPT it talks about a setting called 'Pre-Save Validation Rule' which definitely does not exist (but sounds like a great idea). The AI models do not understand OneStream so anything they say has to treated with caution. The only way you will be able to do this is to use an EventHandler. SaveDataEventHandler is probably your best bet - you can intercept the Save event and check that there is an attachment for journals. It will have an impact on performance though as this will run every time a user saves any data anywhere in the application. You will have to look at how to drop out of the BR as soon as possible if it's not a journal being saved.

    • wolfee's avatar
      wolfee
      New Contributor
      6 days ago

      Thanks Marcus.  We were fairly certain the AI response was a false positive and I found an earlier post about the SaveDataEventHandler.  We'll look into that and keep in mind about dropping out of the BR if not a journal being saved.