Add Attach File additional settings in Entity Form in Portal in Dynamics 365
For attaching files along with an entity form through the portal, we can make use of the Add Attach File section in the Additional Settings tab of Entity Form.
For e.g. in the below Contact Us form, we have checked Attach File check box which basically add the File Control to the web page in the portal.
Allow Multiple Files lets the user attach multiple files. Label would be the label for the control.
Attach File Required option makes attaching a file mandatory and the Required Error message shows the associated error message.
Attach File Save Option– Notes i.e. files are stored as attachment to notes.
Let us see how the settings effects the display and functionality in the Portal.
Attach File label with required symbol Ã
Clicking on Submit without attaching a file Ã
Attaching multiple filesÃ
Clicking on Submit after entering all the required fields Ã
Opening the lead record inside CRM shows the attachments added to the notes Ã
Hope it helps..
Filed under: CRM, CRM 2016 Update 1, Dynamics 365, Microsoft Dynamics 365, Microsoft Dynamics CRM Tagged: CRM, Dynamics 365, Microsoft Dynamics 365, Microsoft Dynamics CRM

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