We’re using IFS Apps 10. Some of our users are forgetting to attach a file to the document before releasing or approving the document. My question is twofold:
First, is there a way to block the Release or Approval of a document without a file being associated with the document revision record?
Secondly, for those that were released or approved as essentially “empty” records, what is the best way to add a file to those records?
Thanks
Eric
Best answer by Amila Samarasinghe
Hi @emiller3061
You can write a custom event action for event DOCUMENT_APPROVED. This event is fired when a document revision record is approved and you can write custom SQL to check the existence of the file and raise an error in the event action.
As for the already released and approved doc, I do not think it is possible to attach a file now. May be try creating new revisions and obsoleting the original revision?
You can write a custom event action for event DOCUMENT_APPROVED. This event is fired when a document revision record is approved and you can write custom SQL to check the existence of the file and raise an error in the event action.
As for the already released and approved doc, I do not think it is possible to attach a file now. May be try creating new revisions and obsoleting the original revision?
There is a default value in the basic data which mentions that the user gets a warning when there is no file attached. This is CHECK_FILE_EMPTY:
So this will not block the user to do so, but at least the user gets a warning. If you really want to block this, then the event proposed by @Amila Samarasinghe will do the trick.
For the second question, you should be able to create a new revision as @Amila Samarasinghe is mentioning. That will be created in the Preliminary state, then you can attach a file.
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