Is it possible to create a field to reference a particular file? For example, I would want a specific place on the account record where I could updload a credit app. That way if that field was blank, I could write validation rules preventing moving forward in the sales process, ect.
It might also be nice if this is possible, to set up a flow to attach specific files related to an account to an email notification.
I've tried to find answers on this, but most of the information I've found has been on the notes and attachments related list, which doesn't offer the flexibility that I need.
1 respuesta
Hi Logan,
You would need to do this through an apex trigger that updates a field to tell you if the file exists or not, then run your validation rule against the field.
-Andy
