Is there any way or validation rule for Attach a file section mandatory according to Stage in Opportunity?

Question

Is there any way or validation rule for "Attach a file" section mandatory according to Stage in Opportunity

Sunil Sarilla · Answer

Hi Pradeep,

Nothing OOTB without using APEX.

If you are looking for something declataively, you can try the below

Create a Number field on Opportunity Object and using one of the below approaches rollup the count of attachments to the Number field

Now create a validation rule on Opportunity Object as below

AND(
TEXT(StageName) = 'Closed Won',
Count_Field__c < 1
)

If you want to have the attachments for multiple Stagenames, the formula will be as below

AND( 
CASE(StageName,
'Stage1',1,
'Stage2',1,
'Stage3',1,
0) = 1,
Count_Field__c < 1
)

Update the Case function to inlude additional Stage values if needed and replace stage1 to 3 with the actual stage values.

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