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How do i make Attachment tab mandatory?

dsolanki007
Explorer
0 Kudos
303

In opportunity overview page, I want Attachment tab mandatory when sales team select sales phase as contract signed or PO received, system ask to attach necessary document before save the opportunity. After attaching the doc then only they can save the opportunity. Attachment is a TAB not a field.

 

dsolanki007_0-1714719929293.png

 

 

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Kinsbrunner
Active Contributor

Hi,

You could achieve this through 3 technical alternatives:

1. Introduce a PDI development which, upon Save, checks whether an Attachment was added.

2. Introduce a new Action through PDI development. Then, this action should be consumed through a Workflow Rule which gets triggered once you meet certain criteria. This approach enables business user to enable/disable this checkk without additional involvement frmo technical consultant.

3. Introduce a CAP development for consuming OData API which checks the attachments. This approach would be benefitial in case you are willing to shift into v2 in the near future. However, you will need a BTP account for this.

Hope this helps.

Regards.

Alejandro.

dsolanki007
Explorer
0 Kudos
Thank you!!! Kinsbrunner.