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Require file attachment in transaction screen.

  • February 23, 2023
  • 6 replies
  • 128 views

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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ed.goodman
Acumatica Employee
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  • Acumatica Employee
  • February 23, 2023

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. 

 


missyjimmy
Freshman II
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  • Freshman II
  • February 23, 2023

Thanks Ed. 


aaghaei
Captain II
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  • Captain II
  • February 23, 2023

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


missyjimmy
Freshman II
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  • Freshman II
  • February 23, 2023

Thanks for the quick response. 


ed.goodman
Acumatica Employee
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  • Acumatica Employee
  • February 23, 2023

@missyjimmy 

You are welcome Jim!


  • Freshman I
  • September 4, 2024

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


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