Conversation
Pegasystems Inc.
GB
Last activity: 24 Jul 2025 9:01 EDT
Required Attachments and checking for this in a step
In a process I want to be able to ensure some attachments are uploaded in a specific step - this is constellation - What is the best way of doing that - They would be stored in the designated attachment category
Pegasystems Inc.
GB
@IainTollemacheyou might want to check out our latest 101 on attachments from @manup . Depending on your scenario, this might help better understand attachment fields
However, it sounds like your question might be even simpler than outlined above:
- Create an attachment field in your data model (e.g. Passport)
- Add that field in a user action (View)
- Make it mandatory
Then you get this for the user, if they don't attach it upon submit they get a validation error.
@IainTollemacheyou might want to check out our latest 101 on attachments from @manup . Depending on your scenario, this might help better understand attachment fields
However, it sounds like your question might be even simpler than outlined above:
- Create an attachment field in your data model (e.g. Passport)
- Add that field in a user action (View)
- Make it mandatory
Then you get this for the user, if they don't attach it upon submit they get a validation error.
There's more complex ways to do this, for example using a validation rule on the action or stage entry criteria etc. but this sounds to be both what you are after and the simplest implementation of that business outcome.
Pegasystems Inc.
GB
@MarcCheong Thanks Mark excellent - several different options I can leverage.