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The rules for attachments are conditions or prerequisites that you can be defined define in the Start and Activity components, which represent stages of a process. They can require, prohibit, or allow attachments with specific characteristics, such as file names, extensions, number of files, among others – regardless of the attachments that already exist in the request, in from previous stages, for example – ensuring that the stage is complete and meets the criteria required for the request to proceed.
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The rules for attachments are not mandatory required in any component. They can or cannot be defined according to You may or may not set them in accordance with the specific needs of each stage, process, or business. If no rule is defined, it is allowed to set, you can add any type and any quantity of attachments, meaning that no validation is performed. |
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Click here to learn how to configure rules for attachments in a stage of the process. |
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Rule objectives
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The rules aim to expedite the resolution of requests, as they prevent the request from being forwarded without the necessary content forwarding of requests lacking the content required for analysis in the next step being complete or correct, for example, which would require the request to be returned for adjustments.
In this way, the rules help to avoid rework and delays in the resolution of requests, as well as aim to facilitate the analysis of each step and the understanding of what is being requestedthe request demands.
Order of rule verification
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At the moment of moving When you move the request to the next step, the system verifies the rules for attachments of the current step are verified, and if any of them are not met, it displays a message is displayed informing notifying which rules have been met and which have not.
It is necessary for all rules to All rules must be met and all attachments to must be valid for to complete the step to be completed and send the request to be sent to the next one. When an attachment is considered valid for a rule, it is not verified the system does not verify it against the other rules. Therefore, there is an order in which the rules are verifiedfor rule verification, and it is important to consider this you must consider it when creating the rules.
The order of rule verification for the step attachments of the step is:
- 1º → The system verifies the rules for quantity, name, and extension are verified. Valid attachments , analyzing the attachments valid for each rule are analyzed. If any of the rules are not met, it displays the validation message is displayed, and sending , preventing that it be sent to the next step is not allowed.
2º → It is verified if there is verifies whether a rule exists with any, and if there is whether an attachment that has not met any previous rules. If so, the attachment will be is considered valid, as it meets the rule with any (which is the last to be verified), and sending allowed to continue to the next step is allowed. Otherwise – there is no rule with any, but there is an attachment that has not met any previous rules – the system displays the validation message is displayed, and preventing the sending to the next step is not allowed, even if the other attachments have met the previous rules.
Painel borderColor #ebecf0 Estado subtle true title EXAMPLE 1
→ A step has 3 rules for attachments, one of which is with any one.
→ You add 4 attachments were added. Two of them met the first rule, one met the second rule, and the fourth did not meet either of the two rules (which are checked before the rule with any one).
→ Since the third rule has the any one, this fourth attachment meets it. In this case, all rules were are met and all attachments are valid. Therefore, submission it can move to the next step is allowed.Painel borderColor #ebecf0 Estado subtle true title EXAMPLE 2
→ A step has 2 rules for attachments and none of them use any one.
→ You add 3 attachments were added. One met the first rule, another met the second rule, and the third did not meet either of the two rules.
→ Since there is no rule with any one, this third attachment did not meet any rule. In this case, it will is not be considered valid. Therefore, submission it cannot move to the next step is not allowed.
General rule
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General rules are the simplest and serve to define . They are useful for defining the required number of attachments or , as well as whether the attachment can be of any type and or in any quantity at the step.
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→ The attachment must be equal to 2. It is mandatory You are required to add two attachments at this step, and adding more is not allowedyou are not allowed to add more. |
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→ The attachment must be greater than 0. It is mandatory You are required to add at least one attachment at this step, and adding you are allowed to add more than one is allowed. |
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→ The attachment must be greater than or equal to 1. It is mandatory You are required to add at least one attachment at this step, and adding you are allowed to add more than one is allowed. |
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→ The attachment must be less than 3. It is You are allowed to add up to two attachments at this step or leave the step without attachments. |
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→ The attachment must be less than or equal to 4. It is You are allowed to add up to four attachments at this step or leave the step without attachments. |
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→ The attachment must be any one. It is You are allowed to add any type and any quantity of attachments at this step, including leaving the step without attachments. |
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In a process of Request for hour exemption of Requesting a waiver of hours due to medical issues for to the Payroll area, the requester must necessarily submit the medical certificate that justifies the exemptionwaiver. The certificate is accepted in any format, which can be an image, a photo, a PDF document, a ZIP file, in . In short, no requirements are made regarding the type of filefile type is required. However, the requester can submit only one certificate is allowed to be submitted per request, meaning that if the requester has they have more than one certificate, they must open a request for each one. Thus, the rule can be defined as follows: → The attachment must equal 1. It is mandatory You are required to add one attachment of any type. And it is , and you are not allowed to add more than one.
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