Can dynamic view's detail panel require an attachment upload?

We are using dynamic views for our product orders with vendors. When the product is complete, we require them to upload completion photos, a BOL, and shipping documentation. We have run into the issue where the vendor forgets to upload certain documents. Can we make attachments required? Is there a way that we can categorize the attachments based on type?

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Answers

  • That is a great idea.

  • We have a similar requirement. Right now we have reminder text in the dynamic view details pane, but it would be great if we could require the attachments directly.

  • Brian_Richardson
    Brian_Richardson Overachievers

    You cannot require an attachment, and you cannot require multiple attachments of certain types. The only thing you can do is "turn on" attachments, which exposes a tab that allows attachments to be added.

    You could get creative though for reminders and require a series of checkboxes to be checked like "Uploaded Photos", "Uploaded BOL", "Uploaded Shipping Docs". If you make the checkbox required then they will not be able to save unless they check the boxes, which will remind them to do the attachments.

    BRIAN RICHARDSON | PMO TOOLS AND RESOURCES | HE|HIM

    SEATTLE WA, USA

    IRON MOUNTAIN

  • Rachel Beck
    Rachel Beck ✭✭✭

    That is the workaround we have already implemented but there is no assurance that the accurate or full documents have been provided. We still have missing information from time to time.

  • Brian_Richardson
    Brian_Richardson Overachievers

    Yep. Nothing you can do about that. Dynamic View and Sheets both have no actual attachment columns or ability to force attachments. You could setup a reminder system for it by combining a couple of automations:

    1) Setup a dropdown list column called something like "Attachments Added" with "Yes" as an option

    2) Setup an automation that triggers when attachments are added and sets the column value to "Yes". (note you cannot change checkboxes with automations, so it needs to be a word)

    3) Setup a second automation that triggers maybe daily(?) that checks for "Attachments Added" not equal to Yes, and sends an alert or (better yet) an update request to the submitter, informing them that they forgot attachments.

    This won't fix your need to have 3 specific attachments, there's no way to specify what attachments are checked for or what their names are.

    If you have Bridge, you could probably do something extra fancy by checking for attachments on rows with specific names and setting a flag when they are missing. You'd need a naming standard that everyone follows though.

    BRIAN RICHARDSON | PMO TOOLS AND RESOURCES | HE|HIM

    SEATTLE WA, USA

    IRON MOUNTAIN