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C
Candice
Newcomer
August 21, 2023

Question: is it possible to attach a file or email in the Certification step?

  • August 21, 2023
  • 2 replies
  • 0 views

Hello, I am new to OneStream and would like to know if it is possible to attach a file in the Certification step.  If yes, please provide me with the steps.

2 replies

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NicolasArgente
Veteran
August 22, 2023

Hi Candice,
It is not possible to add this within the certification. The certification can check if the user added a file. If the file is not there then it will stop the user from certifying. The user will have to go back to its WF step but not in the certifiy step. 
Please give a kuddo if it helps,
Nic

C
CandiceAuthor
Newcomer
August 22, 2023

Hello Nic, thank you for your response.  Do you mean list the question in the "Certification Questions" to ask if an attachment is included?  I'm looking for a systematic solution to attach a file or an email to show the certifier's file approval.

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NicolasArgente
Veteran
August 23, 2023

Hi Candice, 

I am not aware that you can do that within  the certification itself. You could load a file to a cell during a form step for example.


In the certification, I would simply ask a question "Do you approve that...". In that case the user is taking responsibility for the input in that case.
However, if you still need a file to upload, it is different and can not be done within the certification. You could have a confirmation step that checks if the Email is existing in OS. But it will not tell you the content of the email like this... (approval or not). 

C
CandiceAuthor
Newcomer
August 24, 2023

Thank you for the workaround.  Can you elaborate on the confirmation step?  Is it simply a question to ask if the file has attached or not.  I don't think the confirmation step will check systematically whether a file is attached.

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