Forum Discussion

johnal67's avatar
johnal67
Contributor
2 years ago

Requiring a document to be attached to a workflow step

We have several workflows that for audit backup we have the users attach documents.  With employee turnover the next person didn't know they had to attach the document.  Is there something like an Af...
  • KurtMayer's avatar
    2 years ago

    Hi, a Confirmation Rule check is very easy to use for enforcement of business processes.  Here is a code snippet we use in our courses, of how you could check for an attachment if an account has a non-zero amount, thereby requiring a supporting details attachment:

     

    'Check an Account value and if it is greater than zero, request a file be attached
    args.ConfirmationRuleArgs.DisplayValue = api.Data.GetDataCell("V#YTD:A#60999:F#None:O#Forms:I#None:U1#None:U2#Services:U3#None:U4#None:U5#None:U6#None:U7#None:U8#None").cellAmount
    If args.ConfirmationRuleArgs.DisplayValue = 0 Then
        Return True
    Else
        'We failed the value test, check for a file
         If api.Data.HasDataAttachmentsWithFile("V#Annotation:A#60999:F#None:O#Forms:I#None:U1#None:U2#Services:U3#None:U4#None:U5#None:U6#None:U7#None:U8#None") Then
             'We have a file attached, so pass the  rule
             args.ConfirmationRuleArgs.Info1 = "File attachment found"
             Return True
         Else   
             'File not found, we fail
             args.ConfirmationRuleArgs.Info1 = "File Attachment Missing. Navigate back to the Product Sales Form and add an attachment as an Annotation to the Services data cell."
             Return False
         End If
    End If

     


    You would attach that as the Rule Formula to a Confirmation Rule that might look like this:

     



  • GParreiras's avatar
    GParreiras
    11 months ago

    Hi johnal67, you can try this on the confirmation rule, if you still trying to find a solution: