Maximize efficiency and speed up the case resolution process by verifying that the
user provides required, relevant documentation and correspondence before a case enters the
For example, in a case for a car insurance claim, you can verify that the policyholder
attaches photographs of their damaged car before the case enters the stage in which the
insurance company validates the policyholder's claim.
Before you begin: Add attachment categories that reflect your business needs to
your case type and ensure that you select the Required for resolution
checkbox in step 5 in Categorizing case attachments.Note: You cannot define entrance criteria for the Create stage. For more information, see
The Create stage.
In the navigation pane of Dev Studio, click Case types, and then click the case type that
you want to open.
On the Workflow tab, click a stage name.
In the Stage property pane, click
In the Attachments required for stage entry section, click
Add required attachment to display the list of attachment
categories that your case type supports.
Select an attachment category from the list.For example: The following figure shows a design-time configuration of a stage with a required
attachment. Users that process a case have to provide an attachment of the selected
category to submit the case.
Result: At run time, users need to provide at least one attachment in
each of the required attachment categories, otherwise the application displays an