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Validate whether an attachment is present or not while saving the entity record

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Hi All,

I have a scenario where I want to validate whether at least one attachment is present or not before saving the record. While saving, if attachment is not present, then it should stop the user from saving the record giving an alert popup.

If attachment is there, it should read the file and should create the record in the annotation entity.

Generally, the notes section which is used in MS CRM entities, will be enabled only after saving the record. However, I have to attach a file and do validation after the document has been uploaded before saving.

Note: I have the code to create the annotation record when file is validated after saving the record.

Awaiting your responses and valid suggestions!

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Guido Preite 54,077 Moderator on at

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RE: Validate whether an attachment is present or not while saving the entity record

attachments can be saved only after the record is saved.

You can (for example) create a field (Record is valid Yes/No) and set initially to No. After the record is created you can check the update (by a plugin) and see if there is an attachment, when there is at least an attachment you set this field to Yes.