How to Include an Attachment in Request Approval
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02-29-2024 10:02 AM
Hello,
I have a requirement that when an approver approves a request related to a particular item, there should be a MANDATORY attachment (document) included in the approval. Please I need help on how to do this.
Thanks.
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02-29-2024 10:16 AM
Hi @ID NOBLE ,
I have following in this case.
1) Approval table [ sysapproval_approver ] serve the purpose at global level, try to avoid any custom update/configuration.
2) There is attachment option, approver can upload the document, this document will link to attachment table [sys_attachment], user need to open approval record to review this doc after approval.
3) Finally, if custom implementation can not avoid, you can add one checkbox type field [readonly] in approval table and make it mandatory for "particular item" of approving record [ client script ], write a BR [ before , update ] on approver table and check for "particular item" of approving record, if there is an attachment in sys_attachment table then mark the checkbox = checked else abort it.
You can add more, if i missed something here.
-Thanks,
AshishKM
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02-29-2024 10:21 AM - edited 02-29-2024 10:22 AM
Hi @ID NOBLE ,
U can create a before insert BR on approval table with appropriate condition so that BR triggers only in ur scenario n in the advanced section u can write below script.
var count = getSCAttachmentCount();
if(count > 0){
}else{
g_form.addInfoMessage("please add an attachment before Approving");
current.setAbortAction(true);
}
Thanks,
Danish