Is there a way to flag an order that is entered without an attachment?
You can make a baq that will look for orders without an attachment. The attachment info is stored in a table in the database.
How do you want to see that information? Dashboard? Some other way?
I was hoping to on the fly while creating an order if the order did not have an attachment at save it said something like required field missing? can you make attachments a required field?
Sort of, depends on how you would trigger the check. You could definitely do a BPM to check for attachments, but the order has to be saved throughout the process of creating it. So you have to figure out when the order is “done” to do that check.
For example, you could utilize the hold checkbox, only allowing save without an attachment if the hold box is checked. This would prevent shipping without an attachment (and possibly some other things, I don’t know everything that check box affects). Basically on get new, check the hold box, then on update, if the hold box is now unchecked, then check for an attachment. If you don’t find one, then throw an exception and don’t allow save.
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Thanks Brandon for that suggestion. I am pretty new to BPMs, would you be able to show me how I would set this up?