How To Use Screen-Flow to Upload Files & Make it Mandatory

How To Use Screen-Flow to Upload Files & Make it Mandatory

Uploading Files through Screen Flow is a bit tricky. We can’t use ‘Create Record’ element like we can for creating other records. And then we can’t even make the file upload mandatory like we can make other fields mandatory in Screen Flow. 

This is a question that was asked by one of our Mastering Salesforce Flows course participants and since the solution is not very straight forward, we thought of documenting the whole solution in a step-by-step guide format  and share with everyone.  

Here’s the business requirement

  • Create a Flow to create a record with Attachments (Files)
  • Make the file upload mandatory
  • If the user does not upload the file, then delete the record that was created

And here is the Flow design. Step-by-step with screenshots.

Liked this guide? Want to download this presentation as a PDF or watch training videos? We are now offering a complete course (self-paced) on Mastering Salesforce Flows. For more details and free preview please click here.

References & Useful URLs:

10 thoughts on “How To Use Screen-Flow to Upload Files & Make it Mandatory”

  1. Abhishek Kumar

    Hi Agrawal,
    I need your help for one requirement.
    In case object there is one field case origin( with three picklist value). So I want to make attachment mandatory based on two picklist value of case origin. I don’t have a attachment option to attach the file in case creation form.
    So I wanted to make attachment mandatory immediate after the case creation.

    1. Hi Abhishek, you won’t be able to do it using the standard screens. I think you will need to use Flows or LWC to create the case where you can enforce this rule.

    1. Hi Keith, My site was down till yesterday for maintenance. It is back up now. Can you please check if you are still having issues? If yes, please let me know the URL that you are trying to access and I will take a look.

    1. Hi Ranjan, do you mean you still needed to spend five hours after referring to this guide? Can you tell me where exactly you struggled so that I can update the guide?

  2. Thankyou sir, you put lot of efforts in creating those step by step slides in detail.
    please keep posting on Flows & Integrations with different applications.

Leave a Comment

Your email address will not be published.

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Scroll to Top