Generic upload documents component

Certified Associate Developer

Good day, fellow Appian developers,

I have a question about best practices regarding managing document uploads conditionally.

Scenario:

I have about 11 user tasks in a new application. Each task has different business logic regarding what documents can be uploaded and how. For example:

  • On the first task, only documentType1 and documentType2 can be uploaded.

  • documentType1 can be uploaded only once and must have a .docx extension.

  • documentType2 can be uploaded multiple times, with no restriction on file extension.

Business rules will vary from task to task. Additionally, this setup is currently only applicable for country1/organization1.

Over time, this process will be adapted for seven organizations/countries. Each organization will have different business rules about what documents are required and how they can be uploaded in each task.

Since this involves quite a number of validations, what is the best practice for creating a generic document upload component that can work across all organizations and tasks within this process type?

Would you recommend using configurations in the database, decision trees, or another approach? Is it even feasible to design a truly generic component at this level? This challenge seems to exist across many applications, and we've never handled it properly in the past.

Thank you all in advance!

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