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Make mandatory to add a file in a transaction

Raul Rossi June 25, 2024

Hi,

we are analyzing the creation of a new workflow that requires Word documents to validate transactions. specifically, in one phase it is mandatory to receive an NDA from the customer before moving on to the next step. Anyone have any way to help us?

2 answers

1 vote
Rudy Holtkamp
Community Champion
June 26, 2024

Hi @Raul Rossi ,

You can use a transition screen with a validation that an attachment has been added. However you can never be sure that the attachment is indeed an NDA. You can only be certain that a file has been attached.

With an automation rule you can validate that the name contains NDA or that it is of a certain type. And if it is not, you can opt to add a comment and return to the previous status.

Rudy

0 votes
Maciej Dudziak _Forgappify_
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June 26, 2024

Hi @Raul Rossi

If you are open to using apps you could check attachments including testing against filename using Jira expression-based validator available on the Atlassian marketplace.

I am from Forgappify, and we developed Jira Expression Validator, which is part of the Workflow Building Blocks for Jira app.

The expression you need is as follows:

issue.attachments.length > originalIssue.attachments.length 
&& issue.attachments[issue.attachments.length-1].filename.includes('NDA')

I am leaving a link to the app's documentation if you are interested.

Cheers

 

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