How to Include an Attachment in Request Approval

ID NOBLE
Tera Expert

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.

2 REPLIES 2

AshishKM
Kilo Patron
Kilo Patron

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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Danish Bhairag2
Tera Sage
Tera Sage

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