It there an easier way to create a validation rule for checking if a PDF file was created before someone submits for approval?
1 answer
Hi Ronald,
You can use a Flow with a getRecords(File) element to check if there is a PDF on the Account. You could then create a PDF_Created__c checkbox on the Account that the Flow would check off if it finds a PDF. From there, you could create a validation rule like:
PDF_Created__c = False
Keep in mind that this will only check to see if a .PDF file is related to the Account. You can set your own conditions if you're trying to track whether or not a specific process created the PDF.
Thanks,
Nick
