Attachments

Dustin.Bissette

Is there a way to deny being able to check a box complete until an attachment is added.

Thanks in advance

Andrée Starå

Hi Dustin,

I have a few ideas!

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Dustin.Bissette

Certain tasks get assigned to different people in my company. Some of these tasks but not all require attachments (i.e. construction drawings, permit applications, estimates) I don't want the assigned person to have the ability to check a task as completed until they have attached a document.

Andrée Starå

Ok.

Do they need to be able to change other things in the rows before they attach the file?

Best,

Andrée

Dustin.Bissette

Just a completion date.

Dustin.Bissette

Sceenshot

Es

Andrée when you say you have a few ideas, are you implying you know of a way to check for attachments? If so, you will be my hero!

I will refresh this thread every 10 minutes looking for a solution!!! 

Andrée Starå

My thought would be to use the Unlock/Lock row actions, and that might still be an option depending on permissions needed.

Another option could be to use a third-party service like Zapier or similar to check a box when an attachment is added and if it's not checked when trying to complete it would show an error or/and send a message to you.

Would that work/be an option?

Best,

Andrée

Andrée Starå

 How would you like to use it?

Best,

Andrée