Get a first look at what's coming. The Developer Passport Australia Release Preview kicks off March 12. Dive in! 

Attachment mandatory when the field is appear on the change Form

MonikaRajuC
Tera Contributor

I have a requirement related to Risk Assessment and Change Management.

When a user submits the Risk Assessment, if they answer “No” to one of the questions, a follow‑up question is displayed. The value from that follow‑up question is then copied to the Change form (under the Planning tab).

Now, based on the value copied to the Change form (either Yes or No), we need to make attachments mandatory on the Change form.

We currently use a Business Rule to enforce the mandatory attachment requirement, and it mostly works.
However, there is one issue:

If the user adds an attachment before submitting the Risk Assessment, and then completes the assessment afterward, the field value on the Change form becomes “Yes” or “No”, but the Business Rule does not trigger because there is already one attachment on the form.
So the attachment requirement does not enforce correctly in this scenario.

How should I handle this situation so that the attachment is always mandatory when the field value is “Yes” or “No”, regardless of when attachments were added?

 

Please find the attached file for more details.

 

Thank you

12 REPLIES 12

Nayan ArchX
Tera Guru

2026-02-20_23-12-24.jpg

Hi, you can try to make your business rule run upon insert/update

 

 
 

 

 

 

Hi Nayan,

 

Already I tried this solution but not working out.

Thank you for your Response. Could you able to provide any other solution it will be helpful for me.

yashkamde
Kilo Sage

Hello @MonikaRajuC ,

 

I will recommend to move the enforcement logic to run when the follow‑up answer field changes, not only when attachments are added. That way, the requirement is always enforced, no matter the order of user actions.

If my response helped mark as helpful and accept the solution.

Hi Yashkamde,

I gave condition in "When to run" , Preproduction Field is not Empty, Attachment have to be Mandatory. But before that Field appears on the form , the user attached any file it is by passing the scenario and moving from New to Assess. It have to ignore the previous attachment which is attached before Risk Assessment. Could you please provide any solution on this?