Require file attachment in transaction screen.

  • 23 February 2023
  • 5 replies

Userlevel 2

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 23 February 2023, 17:24

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5 replies

Userlevel 5
Badge +2

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. 


Userlevel 2

Thanks Ed. 

Userlevel 7
Badge +9

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

Userlevel 2

Thanks for the quick response. 

Userlevel 5
Badge +2


You are welcome Jim!


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