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?
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.