In a process I want to be able to ensure some attachments are uploaded in a specific step - this is constellation - What is the best way of doing that - They would be stored in the designated attachment category
@IainTollemacheyou might want to check out our latest 101 on attachments from @manup . Depending on your scenario, this might help better understand attachment fields
However, it sounds like your question might be even simpler than outlined above:
- Create an attachment field in your data model (e.g. Passport)
- Pegasystems Documentation
- Like this:
- Add that field in a user action (View)
- Make it mandatory
Then you get this for the user, if they don’t attach it upon submit they get a validation error.
There’s more complex ways to do this, for example using a validation rule on the action or stage entry criteria etc. but this sounds to be both what you are after and the simplest implementation of that business outcome.
@MarcCheong Thanks Mark excellent - several different options I can leverage.


