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Reviewing required attachments for stage entry

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Maximize efficiency and speed up the case resolution process by verifying that the user provides relevant information, such as documentation and correspondence, before a case enters the next stage.

For example, in a case for a car insurance claim, you can verify that the policyholder attaches photographs of their damaged car before the case enters the stage in which the insurance company validates the policyholder's claim.

You cannot define entrance criteria for the Create stage. For more information, see The Create stage.
  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.

  2. On the Workflow tab, click a stage name.

  3. In the Stage property pane, click Validation.

  4. In the Attachments required for stage entry pane, click Add required attachment to display the list of attachment categories that your case type supports.

  5. Select an attachment category from the list.

  6. Click Save.

    Your case needs to have at least one attachment in each of the required attachment categories, otherwise the application displays an error at run time.
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