How do i make Attachment tab mandatory?

[dsolanki007]

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.

[Kinsbrunner]

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]

Thank you!!! Kinsbrunner.

[MJVEERHUIS]

Hello,

You can not make the attachment tab nor adding an attachment mandatory.

What you could consider is using the Sales Assistant. It enables you to define task, make them mandatory and assign them to an particular opportunity phase in your sales cyle.

The opporutnity cannot be saved if any mandatory tasks are not fulfulled. This is of course not fully error proof, as the task that is generated, can be set to complete without adding the attachment, but it is at least a way to guide the user.

Kr.

MJ