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Require file attachment in transaction screen.

  • 23 February 2023
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missyjimmy
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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. 

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Best answer by ed.goodman 23 February 2023, 17:24

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Jim Gross

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ed.goodman
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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. 

 

Ed Goodman
missyjimmy
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Thanks Ed. 

Jim Gross
aaghaei
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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

Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
missyjimmy
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Thanks for the quick response. 

Jim Gross
ed.goodman
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@missyjimmy 

You are welcome Jim!

Ed Goodman

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