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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Informações
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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
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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 stepare 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 attachmentsto 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 extensionare verified. Valid attachments , analyzing the attachments valid for each ruleare analyzed. If any of the rules are not met, it displays the validation messageis displayed, and sending , preventing that it be sent to the next stepis 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 stepis 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 messageis displayed, and preventing the sending to the next stepis not allowed, even if the other attachments have met the previous rules.
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#ebecf0
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subtle
true
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EXAMPLE 1
→ A step has 3 rules for attachments, one of which is with any one. →You add 4 attachmentswere 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 stepis allowed.
Painel
borderColor
#ebecf0
Estado
subtle
true
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EXAMPLE 2
→ A step has 2 rules for attachments and none of them use any one. →You add 3 attachmentswere 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 stepis not allowed.
General rule
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General rules are the simplestand serve to define . They are useful for defining the required number of attachmentsor , as well as whether the attachment can be of any type and or in any quantity at the step.
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#ebecf0
→ 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.
Painel
borderColor
#ebecf0
→ 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 oneis allowed.
Painel
borderColor
#ebecf0
→ 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 oneis allowed.
Painel
borderColor
#ebecf0
→ 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.
Painel
borderColor
#ebecf0
→ 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.
Painel
borderColor
#ebecf0
→ 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.
Painel
borderColor
#ebecf0
Estado
subtle
true
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SCENARIO 1
In a process of Request for hour exemption of Requesting a waiver of hoursdue 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 certificate 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.
Multimedia
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regra-simples-1.mp4
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100%
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true
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5%
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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.
Multimedia
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regra-simples-2.mp4
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100%
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true
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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 characteristicsof 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 extensionare allowed , or to require that the attached file follows a predetermined naming pattern.
Check below some examples of specific attachment rulesfor attachments.
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#ebecf0
→ 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.
Painel
borderColor
#ebecf0
→ 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.
Painel
borderColor
#ebecf0
→ 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.
Painel
borderColor
#ebecf0
Estado
subtle
true
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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vídeo-regras-chamado.mp4
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#ebecf0
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subtle
true
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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.pdfwould be acceptedare acceptable.
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regra-específica-2.mp4
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100%
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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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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.pngwould be acceptedare acceptable.
|(pipe): means "or" and allows defining multiple patterns.
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borderColor
#ebecf0
Estado
subtle
true
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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.txtwould be acceptedare acceptable.
!(exclamation): means "different from" or "prohibited" and allows blocking a pattern.
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#ebecf0
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true
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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.pngwould be acceptedare acceptable.
Check out some more examples of advanced rules for attachments.
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borderColor
#ebecf0
→ 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 oneis not allowed.
Painel
borderColor
#ebecf0
→ 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.
Painel
borderColor
#ebecf0
→ 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 morecan be added, that contain the term boleto in the name and with the .pdf extension.
Painel
borderColor
#ebecf0
Estado
subtle
true
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 morecan be attached, that contains the term estadia, transporte, or ingresso in the name and with the .pdf extension.
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regra-avançada-1.mp4
width
100%
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Plataforma ❙ Regras para anexos em solicitações
autostart
true
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borderColor
#ebecf0
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true
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SCENARIO 2
In a Purchase Requestfor 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.
Multimedia
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regra-avançada-2.mp4
width
100%
page
Plataforma ❙ Regras para anexos em solicitações
autostart
true
space
fluig
height
5%
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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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Section
Painel
borderColor
#ebecf0
Toggle Cloak
id
@1
Require at least one attachment in the step.
Cloak
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.
One attachment with the .pdf extension added.
Rule met.
One attachment with the .zip extension added.
Rule met.
One attachment with the .zip extension and one with the .pdf extension added.
Rule met.
One attachment with the .jpg extension added.
Rule met.
One attachment with the .pdf extension, one with the .zip extension, and one with the .jpg extension added.
Rule met.
Painel
borderColor
#ebecf0
Toggle Cloak
id
@2
Prohibit attachment in the step.
Cloak
id
@2
To prohibit attachments in a step, it is you do not necessary need to create any rule; just activate the option Prohibit attachments, which determines that no attachments are allowed in the step.
Painel
borderColor
#ebecf0
Toggle Cloak
id
@3
Require an attachment with the .zip extension.
Cloak
id
@3
trueRULE
→ The attachment must be equal to 1 with the extension equal to .zip.
trueMESSAGE
→ It is mandatory You are required to add an attachment with the .zip extension.
Results
No attachment added.
Rule not met.
One attachment with the .pdf extension added.
Rule not met.
One attachment with the .zip extension added.
Rule met.
One attachment with the .zip extension and one with the .pdf extension added.
Rule not met.
One attachment with the .jpg extension added.
Rule not met.
One attachment with the .pdf extension, one with the .zip extension, and one with the .jpg extension added.
Rule not met.
Painel
borderColor
#ebecf0
Toggle Cloak
id
@4
Require an attachment with the .zip extension AND an attachment with the .pdf extension.
Cloak
id
@4
trueRULES
→ The attachment must be equal to 1 with the extension equal to .zip. → The attachment must be equal to 1 with the extension equal to .pdf.
trueMESSAGES
→ It is mandatory You are required to add an attachment with the .zip extension. → It is mandatory You are required to add an attachment with the .pdf extension.
Results
No attachment added.
Rules not met.
One attachment with the .pdf extension added.
Rules not met.
One attachment with the .zip extension added.
Rules not met.
One attachment with the .zip extension and one with the .pdf extension added.
Rules met.
One attachment with the .jpg extension added.
Rules not met.
One attachment with the .pdf extension, one with the .zip extension, and one with the .jpg extension added.
Rules not met.
Painel
borderColor
#ebecf0
Toggle Cloak
id
@5
Require an attachment with the extension .zip OR .pdf.
Cloak
id
@5
trueRULE
→ The attachment must be equal to 1 with advanced condition .zip|.pdf.
trueMESSAGE
→ It is mandatory You are required to add an attachment with the .zip or .pdf extension.
Results
No attachment added.
Rule not met.
One attachment with the .pdf extension added.
Rule met.
One attachment with the .zip extension added.
Rule met.
One attachment with the .zip extension and one with the .pdf extension added.
Rule not met.
One attachment with the .jpg extension added.
Rule not met.
One attachment with the .pdf extension, one with the .zip extension, and one with the .jpg extension added.
Rule not met.
Painel
borderColor
#ebecf0
Toggle Cloak
id
@6
Require an attachment with the extension .zip and allow other types of attachments to be added or not.
Cloak
id
@6
trueRULES
→ The attachment must be equal to 1 with the extension equal to .zip. → The attachment can be any.
trueMESSAGE
→ It is mandatory You are required to add an attachment with the .zip extension.
Results
No attachment added.
Rules not met.
One attachment with the .pdf extension added.
Rules not met.
One attachment with the .zip extension added.
Rules met.
One attachment with the .zip extension and one with the .pdf extension added.
Rules met.
One attachment with the .jpg extension added.
Rules not met.
One attachment with the .pdf extension, one with the .zip extension, and one with the .jpg extension added.
Rules met.
Painel
borderColor
#ebecf0
Toggle Cloak
id
@7
Prohibit attachment with the extension .zip and allow other types of attachments to be added or not.
Cloak
id
@7
trueRULES
→ The attachment must be equal to 0 with the extension equal to .zip. → The attachment can be any.
trueMESSAGE
→ It is You are not allowed to add an attachment with the .zip extension.
Results
No attachment added.
Rules met.
One attachment with the .pdf extension added.
Rules met.
One attachment with the .zip extension added.
Rules not met.
One attachment with the .zip extension and one with the .pdf extension added.
Rules not met.
One attachment with the .jpg extension added.
Rules met.
One attachment with the .pdf extension, one with the .zip extension, and one with the .jpg extension added.
Rules not met.
Painel
borderColor
#ebecf0
Toggle Cloak
id
@8
Require an attachment with the extension .zip and require at least one other type of attachment.
Cloak
id
@8
trueRULES
→ The attachment must be equal to 1 with the extension equal to .zip. → The attachment must be greater than or equal to 1 with a different extension from .zip.
trueMESSAGES
→ It is mandatory You are required to add an attachment with the .zip extension. → It is mandatory You are required to add at least one attachment with a different extension from .zip.
Results
No attachment added.
Rules not met.
One attachment with the .pdf extension added.
Rules not met.
One attachment with the .zip extension added.
Rules not met.
One attachment with the .zip extension and one with the .pdf extension added.
Rules met.
One attachment with the .jpg extension added.
Rules not met.
One attachment with the .pdf extension, one with the .zip extension, and one with the .jpg extension added.
Rules met.
Painel
borderColor
#ebecf0
Toggle Cloak
id
@9
Require one or more attachments of image type.
Cloak
id
@9
trueRULE
→ The attachment must be greater than or equal to 1 with advanced condition .png|.jpg|.gif.
trueMESSAGE
→ It is mandatory You are required to add at least one attachment with the extension .png, .jpg, or .gif.
Results
No attachment added.
Rule not met.
One attachment with the .pdf extension added.
Rule not met.
One attachment with the .zip extension added.
Rule not met.
One attachment with the .zip extension and one with the .pdf extension added.
Rule not met.
One attachment with the .jpg extension added.
Rule met.
One attachment with the .pdf extension, one with the .zip extension, and one with the .jpg extension added.
Rule not met.
Painel
borderColor
#ebecf0
Toggle Cloak
id
@10
Allow only image type attachments, but without making it mandatory
required.
Cloak
id
@10
trueRULE
→ The attachment must be greater than or equal to 0 with advanced condition .png|.jp*g|.gif.
trueMESSAGE
→ Only You are only allowed attachments with the extensions .png, .jpg, .jpeg, or .gifare allowed.
Results
No attachment added.
Rule met.
One attachment with the .pdf extension added.
Rule not met.
One attachment with the .zip extension added.
Rule not met.
One attachment with the .zip extension and one with the .pdf extension added.
Rule not met.
One attachment with the .jpg extension added.
Rule met.
One attachment with the .pdf extension, one with the .zip extension, and one with the .jpg extension added.
Rule not met.
Painel
borderColor
#ebecf0
Toggle Cloak
id
@11
Require an attachment with specific name and extension.
Cloak
id
@11
trueRULE
→ 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
→ Only You are allowed only one attachment with the name server.logis allowed.
Results
No attachment added.
Rule not met..
An attachment server.log added.
Rule met.
An attachment abcserver.log added.
Rule not met.
An attachment server-2018.log added.
Rule not met.
An attachment server.txt added.
Rule not met.
An attachment server.log.zip added.
Rule not met.
An attachment server.zip added.
Rule not met.
Painel
borderColor
#ebecf0
Toggle Cloak
id
@12
Require an attachment with a specific term at the beginning of the name and a specific extension.
Cloak
id
@12
trueRegras
→ The attachment must be equal to 1 with advanced condition server*.log.
trueMESSAGE
→ It is mandatory You 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.
An attachment server.log added.
Rule met.
An attachment abcserver.log added.
Rule not met.
An attachment server-2018.log added.
Rule met.
An attachment server.txt added.
Rule not met.
An attachment server.log.zip added.
Rule not met.
An attachment server.zip added.
Rule not met.
Painel
borderColor
#ebecf0
Toggle Cloak
id
@13
Require an attachment with a specific term at the beginning of the name and extension.
Cloak
id
@13
trueRULE
→ The 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
→ It is mandatory You 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.
An attachment server.log added.
Rule met.
An attachment abcserver.log added.
Rule not met.
An attachment server-2018.log added.
Rule met.
An attachment server.txt added.
Rule not met.
An attachment server.log.zip added.
Rule met.
An attachment server.zip added.
Rule not met.
Painel
borderColor
#ebecf0
Toggle Cloak
id
@14
Require an attachment containing a specific term in the name and at the beginning of the extension.
Cloak
id
@14
trueRULE
→ The attachment must be equal to 1 with advanced condition *server*.log*.
trueMESSAGE
→ It is mandatory to 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.
An attachment server.log added.
Rule met.
An attachment abcserver.log added.
Rule met.
An attachment server-2018.log added.
Rule met.
An attachment server.txt added.
Rule not met.
An attachment server.log.zip added.
Rule met.
An attachment server.zip added.
Rule not met.
Painel
borderColor
#ebecf0
Toggle Cloak
id
@15
Prohibit attachment with a specific term in the name and allow other types of attachments to be added or not.
Cloak
id
@15
trueRULES
→ The attachment must be any with advanced condition !*server*.
OR
→ The attachment must be equal to 0 with advanced condition *server*. → The attachment must be any.
trueMESSAGE
→ It is not allowed to You cannot add an attachment that contains server in the name.
Results
No attachment added.
Rules met.
An attachment server.log added.
Rules not met.
An attachment abcserver.log added.
Rules not met.
An attachment server-2018.log added.
Rules not met.
An attachment server.txt added.
Rules not met.
An attachment server.log.zip added.
Rules not met.
An attachment server.zip added.
Rules not met.
An attachment boleto.pdf added.
Rules met.
Painel
borderColor
#ebecf0
Toggle Cloak
id
@16
Prohibit attachment with specific term in the name and require an attachment with another name.
Cloak
id
@16
trueRULE
→ The attachment must be equal to 1 with advanced condition !*server*.
trueMESSAGE
→ It is mandatory You are required to add an attachment that does not contain server in the name.
Results
No attachment added.
Rule not met.
An attachment server.log added.
Rule not met.
An attachment abcserver.log added.
Rule not met.
An attachment server-2018.log added.
Rule not met.
An attachment server.txt added.
Rule not met.
An attachment server.log.zip added.
Rule not met.
An attachment server.zip added.
Rule not met.
An attachment boleto.pdf added.
Rule met.
Painel
borderColor
#ebecf0
Toggle Cloak
id
@17
Require attachment with specific extension only if it has a specific name or any attachment of another extension.
Cloak
id
@17
trueRULE
→ The attachment must be equal to 1 with advanced condition server.log|!*.log.
trueMESSAGE
→ It is mandatory 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.
An attachment server.log added.
Rule met.
An attachment abcserver.log added.
Rule not met.
An attachment server-2018.log added.
Rule met.
An attachment server.txt added.
Rule met.
An attachment server.log.zip added.
Rule met.
An attachment server.zip added.
Rule met.
An attachment boleto.pdf added.
Rule met.
Painel
borderColor
#ebecf0
Toggle Cloak
id
@18
Require attachment with specific term at the beginning of the name and specific extension or any attachment of another extension.
Cloak
id
@18
trueRULE
→ The attachment must be equal to 1 with advanced condition server*.log|!*.log.
trueMESSAGE
→ It is mandatory 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.
An attachment server.log added.
Rule met.
An attachment abcserver.log added.
Rule not met.
An attachment server-2018.log added.
Rule not met.
An attachment server.txt added.
Rule met.
An attachment server.log.zip added.
Rule met.
An attachment server.zip added.
Rule met.
An attachment boleto.pdf added.
Rule met.
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@19
Prohibit attachment with specific term in the name and allow any attachment with specific extension.
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@19
trueRULES
→ 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.
trueMESSAGES
→ It is You are not allowed to add an attachment that contains irpf in the name. → It is You are allowed to add any attachment with the extension .zip.
Results
No attachment added.
Rules not met.
An attachment declaracao-irpf.pdf added.
Rules not met.
An attachment abcserver.log added.
Rules not met.
An attachment server-2018.log added.
Rules not met.
An attachment server.txt added.
Rules not met.
An attachment server.log.zip added.
Rules met.
An attachment server.zip added.
Rules met.
An attachment irpf.zip added.
Rules not met.
...
Check here some frequently asked questions about attachments in requests or in stages of requests. Click on the question to see its details.
...
Section
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@saiba-mais-1
What happens if the attachment does not meet the rule?
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id
@saiba-mais-1
The stage You cannot complete the step in which the request is located cannot be completed and, consequently, the request cannot be sent move on to the next stagestep.
All The attachment must meet all existing rules in the stage must be metstep, and all added attachments must be validated by at least one rule for it to be completed and must validate all added attachments to complete it and send the request sent to the next step.
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@saiba-mais-2
What types of files are allowed as attachments?
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id
@saiba-mais-2
There is a A wide range of file extensions that are is allowed as attachments. The Find detailed below the main extensions that are listed for selection when creating rules for attachmentsare detailed below. However, it is you can also possible to select other more specific ones.
Additionally, if the desired extension is not suggested for selection, you can type it can be typed in, and it will be considered normally in to use it as usual in the rule.
Main extensions
Documents
.doc / .docx
Microsoft Word Document
.pdf
Portable Document Format
.txt
Plain Text File
.rtf
Rich Text Format
.odt
OpenDocument Text Document
Spreadsheets
.xls / .xlsx
Microsoft Excel Spreadsheet
.csv
Comma-Separated Values
.ods
OpenDocument Spreadsheet
Presentations
.ppt / .pptx
Microsoft PowerPoint Presentation
.odp
OpenDocument Presentation
Images
.jpg / .jpeg
JPEG Image
.png
Portable Network Graphics
.gif
Graphics Interchange Format
.bmp
Bitmap Image
.svg
Scalable Vector Graphics
Audio
.mp3
MPEG Audio Layer III
.wav
Waveform Audio File Format
.aac
Advanced Audio Coding
.flac
Free Lossless Audio Codec
Video
.mp4
MPEG-4 Video File
.avi
Audio Video Interleave
.mkv
Matroska Video File
.mov
Apple QuickTime Movie
.wmv
Windows Media Video
Compressed files
.zip
Zip Archive
.rar
RAR Archive
.7z
7-Zip Archive
.tar.gz
Compressed Tarball File
Executable and system files
.exe
Windows Executable File
.dll
Dynamic Link Library
.sys
Windows System File
.sh
Shell Script
.bat
Batch File
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
Database
.sql
Structured Query Language Data File
.db / .sqlite
SQLite Database File
.mdb / .accdb
Microsoft Access Database
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@saiba-mais-3
What is the maximum allowed size for an attachment in the request?
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@saiba-mais-3
By default, the maximum allowed size per attachment (file) is 100MB. However, it is possible to you can customize this size in the , which can be decreased or increased , 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 on 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, it is necessary 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)are added.
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@saiba-mais-4
What is the necessary number
quantity of attachments
for
does a
stage
step of the request require?
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id
@saiba-mais-4
There is no defined No minimum or maximum quantity is defined. This depends on the stage step and the process in question.
The question that you can be asked ask is: "What evidence or documents are necessary at each stage for the request to be analyzed and successfully completedrequired to successfully analyze and complete the request in each step?" This answer will guide the quantity and rules for the attachments.
#ebecf0
trueEXAMPLE In the Payment stage step of a Payment Request process, the Finance area only makes payments via bank slip. In this case, the slip requester needs to be attached by attach the requester 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 necessary for needed to make the payment to be made when the request reaches the Payment stage.
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@saiba-mais-5
What is the maximum allowed number of attachments in a request or in a stage
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 be added add to a request (considering all stagessteps) or in a single stage step of the request.
However, when adding more than 600 attachments (files) at once, the system displays a message is displayed warning that there may be instability in the resource may become unstable. Even so, you can add the attachments are added as long as they do not exceed the maximum allowed size per file defined set inthe, which by default is 100MB, and can be changed although you can change it up to the limit of 1GB limit.
Informações
title
Attention!
This documentation is valid from theVoyager update (2.0)update onwards. If you are using a previous update, it may contain information different from what you see on your platform.
