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Question

Question

setup mandatory files for upload

asked on October 26, 2018

I have a vendor request process that users upload documents to based on a document type and then the form is submitted for review and approval.

 

What I want to do is make sure the user attaches the main form before the request is submitted or it should remain in Draft until the mandatory files document type has been uploaded to the form.

 

Ex. In order to initiate a Vendor Request, they must upload the Vendor Request Form at a minimum and they can also attach the W9 and certificates of insurance, but they must have the request form before they can submit the request.

 

Is there a Forms process to handle this or will I need to write custom code?

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Replies

replied on October 26, 2018

Hi Angela

I would create a separate Upload Button for the mandatory document so it can be required field and set the file limit on that Button to only accept 1 file so they cannot inadvertently add more.

For the other Doc types you could either do separate upload buttons or a table where there would choose a Doc Type field (ie W9, and then append the appropriate document)

As far as validating if these are the correct files, that would have to be specific to Filename and would require custom coding, or after the files were uploaded, you would have to create some form of workflow or manual validation process.

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