Missing File Request - Configuration & Usage Guide

When a recipient uploads files but does not provide all requested file tags, Secure File Transfer can:

Show which tags are still missing (UI message), and/or
Automatically create a follow-up request for only the missing tags

Feature area	Object	Auto follow-up creates
P1 — Secure File / Media Request	`File_Request__c`	New File Request (Pull / Request File)
P2 — Secure P2 Container	`P2_Container_Item__c`	New P2 Pull feature on the same container

Both use the master switch SFT_TriggerFRForMissingTags = true.

How P1 Works

Steps for setting the Missing File tags for P1 Requests

1. Enable the feature

Custom Setting: DataTransfer_Settings__c

Name	Value
`SFT_TriggerFRForMissingTags`	`true`

Without this, completion still happens, but no auto follow-up File Request is created.
(UI missing-tag message can still work independently.)

2. Create follow-up Text/Email Template

Create a Text/Email Template used only for missing-tag follow-ups, e.g. Missing Tags Follow-up.

Configure:

Email Subject / Email Message
SMS Message / Portal (Link) Message
Optional: File Tags (usually overridden by remaining missing tags)
Request Type: Media Request / Pull

3. Link it on the primary request template

On the main Text/Email Template used when creating the File Request:

Field	Purpose
`File_Tags__c`	Available tags (semicolon-separated), e.g. `DL;Passport;W2`
`Missing_File_Tag_Template__c`	Lookup to the follow-up Text/Email Template

On File Request insert, the system stores:

File_Request__c.Missing_File_Tag_Template_Name__c = follow-up template Name

4. Optional P1 settings

Setting	Object	Purpose
`DefaultTemplate_MissingTags`	`cm_datatransfer__DataTransfer_Settings__c`	Fallback template name if Missing File Tag Template is blank
`SFT_MissingTags_ExtendedExpiry`	`DataTransfer_Settings__c`	`true` = new request gets fresh expiration from `DaysToExpire`; `false` = copy original expiration
`Hide_MissingFileTagMessage`	`DataTransfer_Settings__c`	`true` = hide missing-tag banner on media list UI
`RequestBySMS` / `RequestByEmail` / `TfaRequired` / `TfaMethod` / `DaysToExpire`	`cm_datatransfer__DataTransfer_Settings__c`	Defaults applied when creating the follow-up File Request
`SFT_MissingTags_CopyFields` (if implemented)	`DataTransfer_Settings__c`	Comma-separated File Requests field API names to copy old → new

5. Ensure media files carry tags

Uploaded/downloaded Media_File__c records must have Tags__c matching requested tag values (case-insensitive). Untagged or mistagged files count as missing.