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In a process of Simple budget approval, the person responsible for the approval prefers that the details be provided directly in the request form, so that when opening the request for analysis, the amount to be approved is already evident, without the need to open a document to see the information. → In this case, it is you do not necessary need to add any rules, just activate the option Prohibit attachments, which means that no attachments are allowed are allowed at this stage. The budget details must be added in the request form.
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Specific rule
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Specific rules You need to be combined combine specific rules with general rules to allow or require specific attachment characteristics of the attachments, such as file name and extension.
It is possible to You can define, for example, that the user can only add attachments with a certain type of extension are allowed , or to require that the attached file follows a predetermined naming pattern.
Check below some examples of specific attachment rules for attachments.
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→ The attachment must be equal to 1 with the file name containing the term note at the beginning. It is mandatory You are required to add an attachment that has the term note at the beginning of its name. |
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→ The attachment must be less than or equal to 2 with the extension equal to .zip. It is You are allowed to add up to two attachments with the .zip extension or leave the step without attachments. |
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→ The attachment must be equal to 1 with the name and extension containing the term boleto at the beginning and the term .pdf at the end. It is mandatory You are required to add an attachment that has the term boleto at the beginning of its name and that is a PDF document. |
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In a ticket opening process for the IT department, the requester needs to send at least one image of the inconsistency that is occurring or of the resource for which they are requesting assistance. Only images of the PNG type are accepted. If possible, it is also interesting to send the log, but it must be in TXT format and is not mandatoryrequired. Thus, you can set the rules can be defined as follows: → The attachment must be greater than or equal to 1 with the extension equal to .png. It The requester is mandatory required to add at least one attachment that is an image with the .png extension. However, if the requester wishesdesired, they can add more attachments. → The attachment must be greater than or equal to 0 with the extension equal to .txt. If the requester can obtain the log, they can attach it to the request to facilitate analysis. However, it is they are not mandatory required to attach it. → The attachment must be equal to 0 with the extension equal to .exe. For security reasons, it is you are not allowed to add any attachment that has the .exe extension.
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In a payment request process for the Finance area, the requester must submit three documents: the electronic invoice, the payment slip, and a detailed list of the products or services acquired. The documents must be in PDF format and identified by the respective names "boleto", "fatura", and the invoice must be identified with the code "NF" at the beginning of the name. Thus, the rules can be defined as follows: → The attachment must be equal to 1 with the name and extension containing the term boleto in the name and the term pdf in the extension. It is mandatory You are required to add an attachment that has the name boleto and is a document with the .pdf extension. → The attachment must be equal to 1 with the name and extension containing the term fatura in the name and the term pdf in the extension. It is mandatory You are required to add an attachment that has the name fatura and is a document with the .pdf extension. → The attachment must be equal to 1 with the name and extension containing the term NF at the beginning of the name and the term pdf at the end of the extension. It is mandatory You are required to add an attachment with the characters NF at the beginning of its name and with the .pdf extension to identify it as the invoice. Attachments such as NF_10355.pdf, NF89665.doc.pdf, NF-58361.pdf would be accepted are acceptable.
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Advanced rule
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You must set the The advanced rules are defined from an expression that can use a combination of the following characters:
* (asterisk): allows for any characters to be present or absent before or after it.
Painel borderColor #ebecf0 Estado subtle true title EXAMPLE
boleto* → means containing the term boleto at the beginning of the name, which may or may not have any other characters after the term, including in the extension – allowed by *. Attachments such as boleto.pdf or boleto-janeiro.png would be accepted are acceptable.| (pipe): means "or" and allows defining multiple patterns.
Painel borderColor #ebecf0 Estado subtle true title EXAMPLE
.pdf|.doc|.docx|.txt → means it can be .pdf, .doc, .docx, or .txt – extensions allowed by | – which may have any name before the extension – allowed by *. Attachments such as processo.pdf or anotações.txt would be accepted are acceptable.! (exclamation): means "different from" or "prohibited" and allows blocking a pattern.
Painel borderColor #ebecf0 Estado subtle true title EXAMPLE
!*.zip → means different from .zip – the extension is prohibited by ! – it can have any name before the extension – allowed by *. Attachments like boleto.pdf or processo.png would be accepted are acceptable.
Check out some more examples of advanced rules for attachments.
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→ The attachment must be equal to 1 with advanced condition fatura.pdf|nota.pdf. It is mandatory You are required to add an attachment named fatura or nota with the .pdf extension. Adding You cannot add more than one is not allowed. |
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→ The attachment must be any with advanced condition !server.*. It is You are allowed to add any type of attachment with a name different from server and with any extension, or leave the step without attachments. The name server is prohibited. |
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→ The attachment must be greater than or equal to 3 with advanced condition boleto.pdf. It is mandatory You are required to add at least 3 attachments, and you can add more can be added, that contain the term boleto in the name and with the .pdf extension. |
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In a Travel travel Reimbursement Request process for to the Finance area, the requester can submit proof of payment for the stay, transportation, and ticket if the trip was for an event. The proofs need to be in PDF and identified by name. Thus, the rules can be defined as follows: → The attachment must be greater than or equal to 1 with advanced condition estadia.pdf|transporte.pdf|ingresso.pdf. It is mandatory You are required to add at least one attachment, and you can attach more can be attached, that contains the term estadia, transporte, or ingresso in the name and with the .pdf extension.
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In a Purchase Request for Office Supplies process for process for office supplies to the Purchasing area, the requester needs to submit a photo of the requested material to serve as a reference and facilitate the purchase. This photo can be of various types. Thus, you can set the rules can be defined as follows: → The attachment must be greater than or equal to 1 with advanced condition .png|.jpg|.jpeg|.bmp. It is mandatory You are required to add at least 1 attachment with any name that is an image with one of the allowed extensions: .png, .jpg, .jpeg, or .bmp.
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We have gathered several scenarios here in which rules for attachments can be appliedyou can apply attachment rules. The examples include the rule, a help message to comply with the rule, and the results according to the scenario.
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