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Hi,

 

I am trying to set a rule in Task Object,

 

I have four record type of task object, R1, R2, R3, R4,

 

If a user creates a task using R2 or R3  record type and selects the Status as Completed Salesforce should alert them to add an Attachment to the respective task only then you can save the R2 task.

 

Can someone help me on this??

 

Thanks 

 

Manoj

 

 
5 answers
  1. Jun 5, 2018, 3:35 PM
    Hi Manoj,

     

    The task has to be inserted (have Id assigned) before you could reuse that Id while adding an attachment - same logic applies whether it's from UI or Apex code for example.

     

    What you could do is to write a trigger that would prevent updates of tasks of certain type if they have no attachments.

     

    --

     

    Thanks,

     

    Prashant

     

     
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