Is there a way to prevent saving of a record of there's no attachment using a workflow? I tried Return User Error action with a saved search condition where the criterion is Files...Internal ID is not empty triggered at Before Record Submit but it doesn't work.
t
Tyn Guardian
07/26/2022, 10:35 AM
were you able to catch the null value on your script?
l
Luis
07/26/2022, 10:47 AM
I have very very limited knowledge on scripting, that's why I'm just doing it via a workflow.
Now that I think of it the record must be saved first before it can't be picked up by my saved search condition until then. But it's the exact opposite of what I want which is to prevent it from being saved if there's no file attached.
l
Laura
07/26/2022, 1:54 PM
We created a custom attachment field and then set it as mandatory via workflow.
m
Mika Hakkinen
07/26/2022, 4:16 PM
@Laura asin a custom Document field? Can it only be made mandatory using WF? Can you not set it mandatory either at the custom field level, or the form level ?
l
Laura
07/26/2022, 4:24 PM
Yes it can be set to mandatory on the field or form level. We set it on the workflow because we only wanted it mandatory for the one region.
✅ 1
l
Luis
07/26/2022, 8:06 PM
We're hoping we can use the Files sublist to maximize the drag and drop functionality but it seems that it's not technically possible via workflow.