Create Mandatory Document Uploads

XML Forms Guide

Version
R2024.1.1
Create Mandatory Document Uploads

You can add the <IsRequired> tag to the UploadDownload element in a form's XML, which controls whether a user is required to upload a document when they submit a form. When this tag is added the XML and set to true, the application generates a validation error if a user submits a form without uploading a document.

For example, the following XML element for a form specifies <IsRequired> as True:

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<UploadDownload>
    <DocMgmtTypeXRefCodes>
        <DocMgmtTypeXRefCode>ADDRESS</DocMgmtTypeXRefCode>
        <DocMgmtTypeXRefCode>BEN_PLAN_OPTION</DocMgmtTypeXRefCode>
    </DocMgmtTypeXRefCodes>
    <Block>1</Block>
    <Row>14</Row>
    <RowSpan>4</RowSpan>
    <Column>0</Column>
    <RowSpan>8</RowSpan>
    <ColumnSpan>3</ColumnSpan>
    <ItemSource>List_DocMgmtFileStore</ItemSource>
    <IsRequired>True</IsRequired>
    <EnableEditToolButton>True/False</EnableEditToolButton>
</UploadDownload>

In this case, if a user submits the form without uploading a document, the application displays a validation error which states that the form requires an accompanying document.