Requesting documents from external users

Question

Is there a way to make an attachment required in Sharepoint Lists if a choice is yes?

If not, what app would we be able to request documents from external users with off of a list? I know we an request files through Onedrive, but I didn't want to have to have an excel document and then the shared link to upload the files.

Thank you!

Answer 1

Dear TB337,

Appreciate your patience and reply.

May I know you are trying to use Forms to achieve the uploading attachments functions now? It seems like we need some more screenshots to better understand the environment you have built and the scenario you are facing.

Kindly post a new thread with screenshots and description in the Microsoft Forms category and Forms moderators will continue to support on your scenarios there more efficiently and professionally.

Best Regards,

Mia

Answer 2

hello, I tried this but keep getting an error in list.

if I use a form and they do not complete it all because they had missing information can they use the same form to submit the documentation when they do receive it?

Answer 3

Thank you!

I tried to use forms but was unable to because it needs to be shared with external users. Is there a setting I am missing?

Answer 4

Dear TB338,

Yes, you can make an attachment required in SharePoint Lists if a choice is yes. You can achieve this by creating a custom validation formula for the column that requires an attachment if a specific choice is selected. Here's an example formula:

=IF([Choice Column]="Yes",IF([Attachment Column]="",FALSE,TRUE),TRUE)

This formula checks if the choice column is set to "Yes" and if the attachment column is empty. If both conditions are true, it returns FALSE, which means the validation fails and the user is prompted to attach a file.

If you're looking for an app to request documents from external users off of a list, you can use Microsoft Forms. You can create a form that collects the necessary information and includes a file upload field. Once the form is submitted, the file will be uploaded to OneDrive or SharePoint, depending on your settings. You can then use Power Automate to automate further actions, such as sending an email notification or updating a SharePoint list.

Appreciate your patience and understanding and feel free to correct me if I made any misunderstanding of your scenario and demand. Thank you for your time and cooperation. Hope you a nice day!!

Sincerely

Mia | Microsoft Moderator