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Require file attachment in transaction screen.

  • Feb 23, 2023 4:14 PM UTC
  • 6 replies
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missyjimmy
Freshman II
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Can you require a file attachment to certain transaction screens - Bills and Adjustments, Purchase Orders...Client wants to force a file attachment be done. If the user forgets, they want the system to give an error message. 

Please advise. 

Best answer by Ed Goodman

Hello @missyjimmy

At the present time, this functionality does not exist.

You will want to look into customization in order to accommodate this.

Hope this helps. 

 

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6 replies

Ed Goodman
Acumatica Employee
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  • Acumatica Employee
  • Answer
  • Feb 23, 2023 4:24 PM UTC

Hello @missyjimmy

At the present time, this functionality does not exist.

You will want to look into customization in order to accommodate this.

Hope this helps. 

 

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missyjimmy
Freshman II
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  • Author
  • Freshman II
  • Feb 23, 2023 4:32 PM UTC

Thanks Ed. 

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aaghaei
Captain II
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  • Captain II
  • Feb 23, 2023 5:18 PM UTC

Possibly the easiest customization you can have is to Join UploadFile with NoteDocs on FileID Where NoteDocs.NoteID = YourDocNoteID on  Persist and if the result of your query is NULL  it means no file is attached. 

Or check the above mentioned tables cache and if there is no inserted record you can conclude the same

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missyjimmy
Freshman II
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  • Freshman II
  • Feb 23, 2023 5:27 PM UTC

Thanks for the quick response. 

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Ed Goodman
Acumatica Employee
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  • Acumatica Employee
  • Feb 23, 2023 6:05 PM UTC

@missyjimmy 

You are welcome Jim!

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  • Freshman I
  • Sep 4, 2024 8:49 PM UTC

Did you ever write a customization for this?  I want to do the same thing.

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