A client asked this question: can a file type column be used in a Business Rule? Specifically, they’re looking to use the file field as a condition. Which could make some interesting use cases in a Business Rule:
- If the file field is blank, set another field value.
- If the file field contains data, set 3 fields required.
- If the file field contains data, add a recommendation.
- If the file field does not contain data when Est. Close Date is within 7 days, show error message.
I’ve done a lot of work work with Business Rules and LOVE implementing them. But I have honestly never tried to build a Business Rule based off of a Conditional with a File type column. I suspected the answer, but now I can confirm it.
Spoiler alert: No. You cannot.
I brought up my handy free trial site, which I always use to play around in, to see if it is indeed possible. I added a File column to a table. I added that column to the form. And published my changes.
And lo and behold, it does not show up in fields available to trigger a Business Rule.
If I can’t use a Business Rule, what are my options?
I’m always a huge proponent of low-code no-code solutions when they work. But there’s always a case for custom code & JavaScript – and this might be a good one.
But, here are two no-code option you can investigate:
- Write a Flow/Workflow. Depending on the logic you’d like to implement, see if Flow or Workflow may work.
- If you’re using a Business Process Flow, require the field within one of your stages.
If you have a developer at your disposal, JavaScript might be your quickest option – and your only option for some of the potential use cases.
Amanda
Hello Heidi,
WorkFlow dose not with file column, I can select file type column, but the condition choice drop box is empty…………..
Heidi Neuhauser
Hi Amanda! Are you using classic workflow in CRM? Can you give me more info about how you’re trying to use the file type? Hoping I can help you with some more details. 🙂