Informações

title	Consult the correct documentation:

This documentation refers to the new process editor of the platform. If you are using the current process editor, access Configure activity.

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title	Language

Image Added Image Added Image Added

Speaking of rules for attachments in requests...

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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.

...

Informações

title	Note:

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.

Dica

title	Tip!

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.

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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.

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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 you 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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title	SCENARIO 1

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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page	Plataforma ❙ Regras para anexos em solicitações
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title	SCENARIO 2

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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page	Plataforma ❙ Regras para anexos em solicitações
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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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title	SCENARIO 1

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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title	SCENARIO 2

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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The You must set 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.

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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.

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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.

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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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title	SCENARIO 1

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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name	regra-avançada-1.mp4
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page	Plataforma ❙ Regras para anexos em solicitações
autostart	true
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subtle	true
title	SCENARIO 2

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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page	Plataforma ❙ Regras para anexos em solicitações
autostart	true
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Examples

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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.

Examples of general, specific, and advanced rules are demonstrated. Click on each scenario to see its details.

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id @1
Require at least one attachment in the step.

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id	@1

trueRULE

→ The attachment must be greater than 0.

trueMESSAGE

→ It is mandatory You are required to add at least one attachment of any type.

Results
No attachment added.					Rule not met.
Um anexo com a extensãoOne attachment with the .pdf adicionado extension added.					Rule met.
Um anexo com a extensão One attachment with the .zip adicionado extension added.					Rule met.
Um anexo com a extensão .zip e um com a extensão .pdf adicionadosOne attachment with the .zip extension and one with the .pdf extension added.					Rule met.
Um anexo com a extensão One attachment with the .jpg adicionado extension added.					Rule met.
Um anexo com a extensão One attachment with the .pdf , um com a extensão .zip e um com a extensão .jpg adicionados extension, one with the .zip extension, and one with the .jpg extension added.					Rule met.

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id @2

Proibir anexo na etapa

Prohibit attachment in the step.

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id	@2

Para proibir anexos em uma etapa, não é necessário criar nenhuma regra, basta ativar a opção Proibir anexos, que determina que não é permitido adicionar nenhum anexo na etapaTo prohibit attachments in a step, you do not need to create any rule; just activate the option Prohibit attachments, which determines that no attachments are allowed in the step.

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id @3

Exigir um anexo com a extensão

Require an attachment with the .zip extension.

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id	@3

trueRULE

→ O anexo deve ser igual a 1 com a extensão igual a The attachment must be equal to 1 with the extension equal to .zip.

trueMESSAGE

→ É obrigatório adicionar um anexo com a extensão You are required to add an attachment with the .zip extension.

Results
No attachment added.					Rule not met.
Um anexo com a extensãoOne attachment with the .pdf adicionado extension added.					Rule not met.
Um anexo com a extensão One attachment with the .zip adicionado extension added.					Rule met.
Um anexo com a extensão .zip e um com a extensão .pdf adicionadosOne attachment with the .zip extension and one with the .pdf extension added.					Rule not met.
Um anexo com a extensão One attachment with the .jpg adicionado extension added.					Rule not met.
Um anexo com a extensão One attachment with the .pdf, um com a extensão .zip e um com a extensão .jpg adicionados extension, one with the .zip extension, and one with the .jpg extension added.					Rule not met.

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id @4

Exigir um anexo com a extensão .zip E um anexo com a extensão .pdf

Require an attachment with the .zip extension AND an attachment with the .pdf extension.

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id	@4

trueRegrasRULES

→ O anexo deve ser igual a 1 com a extensão igual a The attachment must be equal to 1 with the extension equal to .zip.
→ O anexo deve ser igual a 1 com a extensão igual a The attachment must be equal to 1 with the extension equal to .pdf.

trueMensagensMESSAGES

→ You are required to add an attachment with the .zip extension.
→ You are required to add an attachment with the .pdf extension→ É obrigatório adicionar um anexo com a extensão .zip.
→ É obrigatório adicionar um anexo com a extensão .pdf.

Results
No attachment added.					Rules not met.
Um anexo com a extensãoOne attachment with the .pdf adicionado extension added.					Rules not met.
Um anexo com a extensão One attachment with the .zip adicionado extension added.					Rules not met.
Um anexo com a extensão .zip e um com a extensão .pdf adicionadosOne attachment with the .zip extension and one with the .pdf extension added.					Rules met.
Um anexo com a extensão One attachment with the .jpg adicionado extension added.					Rules not met.
Um anexo com a extensão One attachment with the .pdf, um com a extensão .zip e um com a extensão .jpg adicionados extension, one with the .zip extension, and one with the .jpg extension added.					Rules not met.

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id @5

Exigir um anexo com a extensão

Require an attachment with the extension .zip

OU

OR .pdf.

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trueRULE

→ O anexo deve ser igual a 1 com condição avançada The attachment must be equal to 1 with advanced condition .zip|.pdf.

trueMESSAGE

→ É obrigatório adicionar um anexo com a extensão .zip ou com a extensão .pdfYou are required to add an attachment with the .zip or .pdf extension.

Results
No attachment added.					Rule not met.
Um anexo com a extensãoOne attachment with the .pdf adicionado extension added.					Rule met.
Um anexo com a extensão One attachment with the .zip adicionado extension added.					Rule met.
Um anexo com a extensão .zip e um com a extensão .pdf adicionadosOne attachment with the .zip extension and one with the .pdf extension added.					Rule not met.
Um anexo com a extensão One attachment with the .jpg adicionado extension added.					Rule not met.
Um anexo com a extensão One attachment with the .pdf, um com a extensão .zip e um com a extensão .jpg adicionados extension, one with the .zip extension, and one with the .jpg extension added.					Rule not met.

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id @6

Exigir um anexo com a extensão .zip e deixar livre para anexar ou não outros tipos de anexo

Require an attachment with the extension .zip and allow other types of attachments to be added or not.

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id	@6

trueRegrasRULES

→ O anexo deve ser igual a 1 com a extensão igual a The attachment must be equal to 1 with the extension equal to .zip.
→ O anexo deve ser qualquer umThe attachment can be any.

trueMensagemMESSAGE

→ You are required to add an attachment with the .zip extension→ É obrigatório adicionar um anexo com a extensão .zip.

Results
No attachment added.					Rules not met.
Um anexo com a extensãoOne attachment with the .pdf adicionado extension added.					Rules not met.
Um anexo com a extensão One attachment with the .zip adicionado extension added.					Rules met.
Um anexo com a extensão .zip e um com a extensão .pdf adicionadosOne attachment with the .zip extension and one with the .pdf extension added.					Rules met.
Um anexo com a extensão One attachment with the .jpg adicionado extension added.					Rules not met.
Um anexo com a extensão One attachment with the .pdf, um com a extensão .zip e um com a extensão .jpg adicionados extension, one with the .zip extension, and one with the .jpg extension added.					Rules met.

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id @7

Proibir anexo com a extensão .zip e deixar livre para anexar ou não outros tipos de anexo

Prohibit attachment with the extension .zip and allow other types of attachments to be added or not.

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id	@7

trueRegrasRULES

→ O anexo deve ser igual a 0 com a extensão igual a The attachment must be equal to 0 with the extension equal to .zip.
→ O anexo deve ser qualquer umThe attachment can be any.

trueMESSAGE

→ Não é permitido adicionar um anexo com a extensão .zipYou are not allowed to add an attachment with the .zip extension.

Results
No attachment added.					Rules met.
Um anexo com a extensãoOne attachment with the .pdf adicionado extension added.					Rules met.
Um anexo com a extensão One attachment with the .zip adicionado extension added.					Rules not met.
Um anexo com a extensão .zip e um com a extensão .pdf adicionadosOne attachment with the .zip extension and one with the .pdf extension added.					Rules not met.
Um anexo com a extensão One attachment with the .jpg adicionado extension added.					Rules met.
Um anexo com a extensão One attachment with the .pdf, um com a extensão .zip e um com a extensão .jpg adicionados extension, one with the .zip extension, and one with the .jpg extension added.					Rules not met.

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id @8

Exigir um anexo com a extensão .zip e exigir pelo menos outro tipo de anexo

Require an attachment with the extension .zip and require at least one other type of attachment.

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id	@8

trueRegrasRULES

→ O anexo deve ser igual a 1 com a extensão igual a The attachment must be equal to 1 with the extension equal to .zip.
→ O anexo deve ser maior ou igual a 1 com a extensão diferente de The attachment must be greater than or equal to 1 with a different extension from .zip.

trueMensagensMESSAGES

→ You are required to add an attachment with the .zip extension.
→ You are required to add at least one attachment with a different extension from → É obrigatório adicionar um anexo com a extensão .zip.
→ É obrigatório adicionar pelo menos um anexo com a extensão diferente de .zip.

Results
No attachment added.					Rules not met.
Um anexo com a extensãoOne attachment with the .pdf adicionado extension added.					Rules not met.
Um anexo com a extensão One attachment with the .zip adicionado extension added.					Rules not met.
Um anexo com a extensão .zip e um com a extensão .pdf adicionadosOne attachment with the .zip extension and one with the .pdf extension added.					Rules met.
Um anexo com a extensão One attachment with the .jpg adicionado extension added.					Rules not met.
Um anexo com a extensão One attachment with the .pdf, um com a extensão .zip e um com a extensão .jpg adicionados extension, one with the .zip extension, and one with the .jpg extension added.					Rules met.

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id @9

Exigir um ou mais anexos do tipo imagem

Require one or more attachments of image type.

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id	@9

trueRULE

→ O anexo deve ser maior ou igual a 1 com condição avançada The attachment must be greater than or equal to 1 with advanced condition .png|.jpg|.gif.

trueMESSAGE

→ É obrigatório adicionar pelo menos um anexo com a extensão You are required to add at least one attachment with the extension .png, .jpg ou , or .gif.

Results
No attachment added.					Rule not met.
Um anexo com a extensãoOne attachment with the .pdf adicionado extension added.					Rule not met.
Um anexo com a extensão One attachment with the .zip adicionado extension added.					Rule not met.
Um anexo com a extensão .zip e um com a extensão .pdf adicionadosOne attachment with the .zip extension and one with the .pdf extension added.					Rule not met.
Um anexo com a extensão One attachment with the .jpg adicionado extension added.					Rule met.
Um anexo com a extensão One attachment with the .pdf, um com a extensão .zip e um com a extensão .jpg adicionados extension, one with the .zip extension, and one with the .jpg extension added.					Rule not met.

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id @10

Permitir somente anexo do tipo imagem, mas sem torná-lo obrigatório

Allow only image type attachments, but without making it required.

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id	@10

trueRULE

→ O anexo deve ser maior ou igual a 0 com condição avançada The attachment must be greater than or equal to 0 with advanced condition .png|.jp*g|.gif.

trueMESSAGE

→ São permitidos apenas anexos com as extensões You are only allowed attachments with the extensions .png, .jpg, .jpeg ou , or .gif.

Results
No attachment added.					Rule met.
Um anexo com a extensãoOne attachment with the .pdf adicionado extension added.					Rule not met.
Um anexo com a extensão One attachment with the .zip adicionado extension added.					Rule not met.
Um anexo com a extensão .zip e um com a extensão .pdf adicionadosOne attachment with the .zip extension and one with the .pdf extension added.					Rule not met.
Um anexo com a extensão One attachment with the .jpg adicionado extension added.					Rule met.
Um anexo com a extensão One attachment with the .pdf, um com a extensão .zip e um com a extensão .jpg adicionados extension, one with the .zip extension, and one with the .jpg extension added.					Rule not met.

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id @11

Exigir um anexo com nome e extensão específicos

Require an attachment with specific name and extension.

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id	@11

trueRULE

→ O anexo deve ser igual a 1 com o nome e extensão igual a no nome o termo server e na extensão o termo The attachment must be equal to 1 with the name and extension equal to the name containing the term server and the extension being .log.

trueMESSAGE

→ Somente um anexo com o nome You are allowed only one attachment with the name server.log é permitido.

Results
No attachment added.					Rule not met..
Um anexo An attachment server.log adicionado added.					Rule met.
Um anexo An attachment abcserver.log adicionado added.					Rule not met.
Um anexo An attachment server-2018.log adicionado added.					Rule not met.
Um anexo An attachment server.txt adicionado added.					Rule not met.
Um anexo An attachment server.log.zip adicionado added.					Rule not met.
Um anexo An attachment server.zip adicionado added.					Rule not met.

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id @12

Exigir um anexo com termo específico no início do nome e extensão específica

Require an attachment with a specific term at the beginning of the name and a specific extension.

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id	@12

trueRegras

→ O anexo deve ser igual a 1 com condição avançada The attachment must be equal to 1 with advanced condition server*.log.

trueMESSAGE

→ É obrigatório adicionar um anexo com server no início do nome e com a extensão .logYou are required to add an attachment with server at the beginning of the name and with the extension .log..

Results
No attachment added.					Rule not met.
Um anexo An attachment server.log adicionado added.					Rule met.
Um anexo An attachment abcserver.log adicionado added.					Rule not met.
Um anexo An attachment server-2018.log adicionado added.					Rule met.
Um anexo An attachment server.txt adicionado added.					Rule not met.
Um anexo An attachment server.log.zip adicionado added.					Rule not met.
Um anexo An attachment server.zip adicionado added.					Rule not met.

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id @13

Exigir um anexo com termo específico no início do nome e da extensão

Require an attachment with a specific term at the beginning of the name and extension.

Cloak

id	@13

trueRULE

→ O anexo deve ser igual a 1 com o nome e extensão contendo no nome o termo server no início e na extensão o termo .log no inícioThe attachment must be equal to 1 with the name and extension containing the term server at the beginning and the extension the term .log at the beginning.

trueMESSAGE

→ É obrigatório adicionar um anexo com server no início do nome e com .log no início da extensãoYou are required to add an attachment with server at the beginning of the name and with .log at the beginning of the extension.

Results
No attachment added.					Rule not met.
Um anexo An attachment server.log adicionado added.					Rule met.
Um anexo An attachment abcserver.log adicionado added.					Rule not met.
Um anexo An attachment server-2018.log adicionado added.					Rule met.
Um anexo An attachment server.txt adicionado added.					Rule not met.
Um anexo An attachment server.log.zip adicionado added.					Rule met.
Um anexo An attachment server.zip adicionado added.					Rule not met.

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id @14

Exigir um anexo contendo um termo específico no nome e no início da extensão

Require an attachment containing a specific term in the name and at the beginning of the extension.

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id	@14

trueRULE

→ O anexo deve ser igual a 1 com condição avançada The attachment must be equal to 1 with advanced condition *server*.log*.

trueMESSAGE

→ É obrigatório adicionar um anexo que contenha server no nome e .log no início da extensão You are required to add an attachment that contains server in the name and .log at the beginning of the extension.

Results
No attachment added.					Rule not met.
Um anexo An attachment server.log adicionado added.					Rule met.
Um anexo An attachment abcserver.log adicionado added.					Rule met.
Um anexo An attachment server-2018.log adicionado added.					Rule met.
Um anexo An attachment server.txt adicionado added.					Rule not met.
Um anexo An attachment server.log.zip adicionado added.					Rule met.
Um anexo An attachment server.zip adicionado added.					Rule not met.

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id @15

Proibir anexo com termo específico no nome e deixar livre para anexar ou não outros tipos de anexo

Prohibit attachment with a specific term in the name and allow other types of attachments to be added or not.

Cloak

id	@15

trueRegrasRULES

→ The attachment must be any with advanced condition → O anexo deve ser qualquer um com condição avançada !*server*.

OUOR

→ O anexo deve ser igual a 0 com condição avançada The attachment must be equal to 0 with advanced condition *server*.
→ O anexo deve ser qualquer umThe attachment must be any.

trueMESSAGE

→ Não é permitido adicionar um anexo que contenha server no nomeYou cannot add an attachment that contains server in the name.

Results
No attachment added.					Rules met.
Um anexo An attachment server.log adicionado added.					Rules not met.
Um anexo An attachment abcserver.log adicionado added.					Rules not met.
Um anexo An attachment server-2018.log adicionado added.					Rules not met.
Um anexo An attachment server.txt adicionado added.					Rules not met.
Um anexo An attachment server.log.zip adicionado added.					Rules not met.
Um anexo An attachment server.zip adicionado added.					Rules not met.
Um anexo An attachment boleto.pdf adicionado added.					Rules met.

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id @16

Proibir anexo com termo específico no nome e exigir um anexo com outro nome

Prohibit attachment with specific term in the name and require an attachment with another name.

Cloak

id	@16

trueRULE

→ O anexo deve ser igual a 1 com condição avançada The attachment must be equal to 1 with advanced condition !*server*.

trueMESSAGE

→ É obrigatório adicionar um anexo que não contenha server no nomeYou are required to add an attachment that does not contain server in the name.

Results
No attachment added.					Rule not met.
Um anexo An attachment server.log adicionado added.					Rule not met.
Um anexo An attachment abcserver.log adicionado added.					Rule not met.
Um anexo An attachment server-2018.log adicionado added.					Rule not met.
Um anexo An attachment server.txt adicionado added.					Rule not met.
Um anexo An attachment server.log.zip adicionado added.					Rule not met.
Um anexo An attachment server.zip adicionado added.					Rule not met.
Um anexoAn attachment boleto.pdf adicionado added.					Rule met.

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id @17

Exigir anexo com extensão específica somente se tiver um nome específico ou qualquer anexo de outra extensão

Require attachment with specific extension only if it has a specific name or any attachment of another extension.

Cloak

id	@17

trueRULE

→ O anexo deve ser igual a 1 com condição avançada The attachment must be equal to 1 with advanced condition server.log|!*.log.

trueMESSAGE

→ É obrigatório adicionar um anexo com o nome server e com a extensão .log ou qualquer anexo com a extensão diferente de You are required to add an attachment with the name server and with the extension .log or any attachment with a different extension from .log.

Results
No attachment added.					Rule not met.
Um anexo An attachment server.log adicionado added.					Rule met.
Um anexo An attachment abcserver.log adicionado added.					Rule not met.
Um anexo An attachment server-2018.log adicionado added.					Rule met.
Um anexo An attachment server.txt adicionado added.					Rule met.
Um anexo An attachment server.log.zip adicionado added.					Rule met.
Um anexo An attachment server.zip adicionado added.					Rule met.
Um anexoAn attachment boleto.pdf adicionado added.					Rule met.

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id @18

Exigir anexo com termo específico no início do nome e extensão específica ou qualquer anexo de outra extensão

Require attachment with specific term at the beginning of the name and specific extension or any attachment of another extension.

Cloak

id	@18

trueRULE

→ O anexo deve ser igual a 1 com condição avançada The attachment must be equal to 1 with advanced condition server*.log|!*.log.

trueMESSAGE

→ É obrigatório adicionar um anexo com server no início do nome e com a extensão .log ou qualquer anexo com a extensão diferente de You are required to add an attachment with server at the beginning of the name and with the extension .log or any attachment with a different extension from .log.

Results
No attachment added.					Rule not met.
Um anexo An attachment server.log adicionado added.					Rule met.
Um anexo An attachment abcserver.log adicionado added.					Rule not met.
Um anexo An attachment server-2018.log adicionado added.					Rule not met.
Um anexo An attachment server.txt adicionado added.					Rule met.
Um anexo An attachment server.log.zip adicionado added.					Rule met.
Um anexo An attachment server.zip adicionado added.					Rule met.
Um anexoAn attachment boleto.pdf adicionado added.					Rule met.

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id @19

Proibir anexo com termo específico no nome e permitir qualquer anexo com extensão específica

Prohibit attachment with specific term in the name and allow any attachment with specific extension.

Cloak

id	@19

trueRegrasRULES

→ O anexo deve ser igual a 0 com o nome do arquivo contendo irpf no meio.
→ O anexo deve ser qualquer um com a extensão igual a The attachment must be equal to 0 with the file name containing irpf in the middle.
→ The attachment must be any with the extension equal to .zip.

trueMESSAGEMESSAGES

→ You are not allowed to add an attachment that contains irpf in the name.
→ You are allowed to add any attachment with the extension → Não é permitido adicionar um anexo que contenha irpf no nome.
→ É permitido adicionar qualquer anexo com a extensão .zip.

Results
No attachment added.					Rules not met.
Um anexo An attachment declaracao-irpf.pdf adicionado added.					Rules not met.
Um anexo An attachment abcserver.log adicionado added.					Rules not met.
Um anexo An attachment server-2018.log adicionado added.					Rules not met.
Um anexo An attachment server.txt adicionado added.					Rules not met.
Um anexo An attachment server.log.zip adicionado added.					Rules met.
Um anexo An attachment server.zip adicionado added.					Rules met.
Um anexo An attachment irpf.zip adicionado added.					Rules not met.

Dúvidas frequentes

Frequently asked questions

...

Check here some frequently asked questions about attachments in requests or in stages of requests. Click the question to see its detailsConfira aqui algumas dúvidas frequentes sobre anexos em solicitações ou em etapas das solicitações. Clique na dúvida para ver seus detalhes.

HTML

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<a id="toggleAll-2" href="#" data-expand="true">Abrir>Open/fecharclose todasall as dúvidas<questions</a>

Section

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id @saiba-mais-1

O que acontece se o anexo não atender à regra

What happens if the attachment does not meet the rule?

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id	@saiba-mais-1

You cannot complete the step in which the request is located and, consequently, the request cannot move on to the next step.

The attachment must meet all existing rules in the step, and at least one rule must validate all added attachments to complete it and send the request to the next step

A etapa na qual a solicitação se encontra não pode ser concluída e, consequentemente, a solicitação não pode ser enviada para a próxima etapa.

Todas as regras existentes na etapa precisam ser atendidas e todos os anexos adicionados precisam ser validados por, pelo menos, uma regra para que ela possa ser concluída e a solicitação enviada para a próxima.

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id @saiba-mais-2

Quais tipos de arquivos são permitidos como anexo

What types of files are allowed as attachments?

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id	@saiba-mais-2

A wide range of file extensions is allowed as attachments. Find detailed below the main extensions listed for selection when creating rules for attachments. However, you can also select other more specific ones.

Additionally, if the desired extension is not suggested for selection, you can type it in to use it as usual in the rule.

Main extensions
Documents

Existe uma vasta gama de extensões de arquivos que são permitidos como anexos. As principais extensões que são listadas para serem selecionadas na criação de regras para os anexos são detalhadas a seguir. Porém, é possível selecionar outras mais específicas também.

Além disso, se a extensão desejada não for sugerida para seleção, é possível digitá-la e ela será considerada normalmente na regra.

Principais extensões
Documentos	.doc / .docx	Microsoft Word Document
	.pdf	Portable Document Format
	.txt	Plain Text File
	.rtf	Rich Text Format
	.odt	OpenDocument Text Document
PlanilhasSpreadsheets	.xls / .xlsx	Microsoft Excel Spreadsheet
	.csv	Comma-Separated Values
	.ods	OpenDocument Spreadsheet
ApresentaçõesPresentations	.ppt / .pptx	Microsoft PowerPoint Presentation
ApresentaçõesPresentations	.odp	OpenDocument Presentation
ImagensImages	.jpg / .jpeg	JPEG Image
	.png	Portable Network Graphics
	.gif	Graphics Interchange Format
	.bmp	Bitmap Image
	.svg	Scalable Vector Graphics
ÁudioAudio	.mp3	MPEG Audio Layer III
	.wav	Waveform Audio File Format
	.aac	Advanced Audio Coding
	.flac	Free Lossless Audio Codec
VídeoVideo	.mp4	MPEG-4 Video File
	.avi	Audio Video Interleave
	.mkv	Matroska Video File
	.mov	Apple QuickTime Movie
	.wmv	Windows Media Video
Arquivos compactadosCompressed files	.zip	Zip Archive
	.rar	RAR Archive
	.7z	7-Zip Archive
	.tar.gz	Compressed Tarball File
Arquivos executáveis e de sistemaExecutable and system files	.exe	Windows Executable File
	.dll	Dynamic Link Library
	.sys	Windows System File
	.sh	Shell Script
	.bat	Batch File
Código fonte e Source code and scripts	.html / .htm	HyperText Markup Language File
	.css	Cascading Style Sheets File
	.js	JavaScript File
	.py	Python Script
	.java	Java Source Code File
	.c / .cpp	C / C++ Source Code File
Banco de dadosDatabase	.sql	Structured Query Language Data File
	.db / .sqlite	SQLite Database File
	.mdb / .accdb	Microsoft Access Database

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id @saiba-mais-3

Qual o tamanho máximo permitido para um anexo na solicitação

What is the maximum allowed size for an attachment in the request?

Cloak

id	@saiba-mais-3

By default, the maximum allowed size per attachment (file) is 100MB. However, you can customize this size in , to decrease or increase it up to a limit of 1GB. To do this:

01. Access the Control Panel.

02. In the Technical Parameters group, click Parameters.

03. In Maximum upload size via web (MB), enter the desired size per file in megabytes.

Note:

To set a size greater than the limit of 1GB, you need to follow the steps described in . However, when setting a maximum size greater than the limit (1GB), resources may experience instability when you add attachments (files)

Por padrão, o tamanho máximo permitido por anexo (arquivo) é 100MB. Porém, é possível personalizar esse tamanho nos , podendo ser diminuído ou aumentado até o limite de 1GB. Para isso:

01. Acesse o Painel de controle.

02. No agrupador Parâmetros técnicos, clique em Parâmetros.

03. Em Tamanho máximo de upload pela web (MB), informe o tamanho desejado por arquivo em megabytes.

Nota:Para definir um tamanho maior que o limite de 1GB, é necessário seguir os passos descritos em

Como aumentar o limite de upload da plataforma

. Porém, ao definir um tamanho máximo maior que o limite (1GB), os recursos podem apresentar instabilidades no momento em que os anexos (arquivos) forem adicionados

.

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id @saiba-mais-4

Qual a quantidade necessária de anexos para uma etapa da solicitação

What quantity of attachments does a step of the request require?

Cloak

id	@saiba-mais-4

No minimum or maximum quantity is defined. This depends on the step and the process in question.

The question you can ask is: "What evidence or documents are required to successfully analyze and complete the request in each step?" This answer will guide the quantity and rules for the attachments

Não existe quantidade mínima ou máxima definidas. Isso depende da etapa e do processo em questão.

O questionamento que pode ser feito é: "quais evidências ou documentos são necessários em cada etapa para que a solicitação seja analisada e concluída com sucesso?". Essa resposta vai direcionar qual a quantidade e as regras para os anexos.

#ebecf0

trueExemplo
Na etapa Pagamento de um processo de Solicitação de pagamento, a área Financeira somente efetua pagamentos por boleto bancário. Nesse caso, o boleto precisa ser anexado pelo solicitante no momento da abertura da solicitação. Sendo assim, a etapa Solicitar pagamento (que é a primeira etapa do processo) precisa exigir pelo menos um anexo, que é o boleto bancário necessário para que o pagamento seja efetuado quando a solicitação chegar na etapa PagamentoEXAMPLE
In the Payment step of a Payment Request process, the Finance area only makes payments via bank slip. In this case, the requester needs to attach the slip at the time of opening the request. Therefore, the Request Payment stage (which is the first stage of the process) must require at least one attachment, which is the bank slip needed to make the payment when the request reaches the Payment stage.

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-5 Qual a quantidade máxima permitida de anexos em uma solicitação ou em uma etapa da solicitação

-5
What is the maximum allowed number of attachments in a request or in a step of the request?

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id	@saiba-mais-5

There is no restriction on the maximum number of attachments that you can add to a request (considering all steps) or in a single step of the request.

However, when adding more than 600 attachments (files) at once, the system displays a message warning that the resource may become unstable. Even so, you can add the attachments as long as they do not exceed the maximum allowed size per file set in , which by default is 100MB, although you can change it up to the 1GB limit

Não há restrição quanto à quantidade máxima de anexos que podem ser adicionados em uma solicitação (considerando todas as etapas) ou em uma única etapa da solicitação.

Porém, ao adicionar mais de 600 anexos (arquivos) de uma única vez, é exibida uma mensagem alertando que pode ocorrer instabilidades no recurso. Mesmo assim, os anexos são adicionados desde que não ultrapassem o tamanho máximo permitido por arquivo definido nos , que por padrão é 100MB, podendo ser alterado até o limite de 1GB.

Informações

title	Attention!

This documentation is valid from the Voyager update (2.0)update onwards. If you are using a previous update, it may contain information different from what you see on your platform.

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Speaking of rules for attachments in requests...

Rule objectives

Order of rule verification

General rule

Specific rule

Advanced rule

Examples

Toggle Cloakid@1 Require at least one attachment in the step.

Toggle Cloakid@2

Prohibit attachment in the step.

Toggle Cloakid@3

Require an attachment with the .zip extension.

Toggle Cloakid@4

Require an attachment with the .zip extension AND an attachment with the .pdf extension.

Toggle Cloakid@5

Require an attachment with the extension .zip

OR .pdf.

Toggle Cloakid@6

Require an attachment with the extension .zip and allow other types of attachments to be added or not.

Toggle Cloakid@7

Prohibit attachment with the extension .zip and allow other types of attachments to be added or not.

Toggle Cloakid@8

Require an attachment with the extension .zip and require at least one other type of attachment.

Toggle Cloakid@9

Require one or more attachments of image type.

Toggle Cloakid@10

Allow only image type attachments, but without making it required.

Toggle Cloakid@11

Require an attachment with specific name and extension.

Toggle Cloakid@12

Require an attachment with a specific term at the beginning of the name and a specific extension.

Toggle Cloakid@13

Require an attachment with a specific term at the beginning of the name and extension.

Toggle Cloakid@14

Require an attachment containing a specific term in the name and at the beginning of the extension.

Toggle Cloakid@15

Prohibit attachment with a specific term in the name and allow other types of attachments to be added or not.

Toggle Cloakid@16

Prohibit attachment with specific term in the name and require an attachment with another name.

Toggle Cloakid@17

Require attachment with specific extension only if it has a specific name or any attachment of another extension.

Toggle Cloakid@18

Require attachment with specific term at the beginning of the name and specific extension or any attachment of another extension.

Toggle Cloakid@19

Prohibit attachment with specific term in the name and allow any attachment with specific extension.

Dúvidas frequentes

Frequently asked questions

Toggle Cloakid@saiba-mais-1

What happens if the attachment does not meet the rule?

Toggle Cloakid@saiba-mais-2

What types of files are allowed as attachments?

Toggle Cloakid@saiba-mais-3

What is the maximum allowed size for an attachment in the request?

Toggle Cloakid@saiba-mais-4

What quantity of attachments does a step of the request require?

Toggle Cloakid@saiba-mais

-5 What is the maximum allowed number of attachments in a request or in a step of the request?

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Require at least one attachment in the step.

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id @19

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-5
What is the maximum allowed number of attachments in a request or in a step of the request?