Adding Attach File button on Custom Activity Type Entity

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Mahendar Pal

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MS CRM 2011 introduced a new feature to create custom activity type entity. While creating custom activity type entity, even if we will enable Notes (include attachments), we won’t get Attach File button just like we used to get in any custom entity where Notes is enabled. So what if you want to get that button?? you just need to follow this post J

To create custom Attach File button we need

A Webresource to form notes URL.
We need Attach File image to show it in custom Ribbon button.
We need to create custom Ribbon Button.

Let’s first create webresource to open notes dialog.

Let’s first create a solution and add our custom activity to that solution. Once entity is added create a new web resource let’s say Notes.js and add below function to that webresourc

function FileAttachment()

{

var EntityID =Xrm.Page.data.entity.getId(); // to get entity id

var ServicerURL=Xrm.Page.context.getServerUrl(); // to get server url

var NotesURL=ServicerURL+”/notes/edit.aspx?hideDesc=1&pId=”+ EntityID +”&pType=”;

var etc = Xrm.Page.context.getQueryStringParameters().etc; // to get entity type code, make sure not to hard code it, because it could changed in another deployment

var features = ‘copyhistory=no,top=110,left=280,width=600,height=30′;

openStdWin(NotesURL +etc,”",features);

}

Save and close webresourc and publish it.

Let’s create a .png image webresource to store image for attachment ribbon button. Follow below steps to create image webresource

Navigate to Solution->Webresourc and click New
Enter below information

Name: AddAttachment_16.png
Display Name: AddAttachment_16
Type: PNG format
Language: English

** we need to upload attachment_16.png, You can find this image for attachment in sdk\resources\images\ribbon folder.

we need to follow same steps to create webresourc for attachment_32.png image.

Now we have our web resources ready so let’s create our custom ribbon button. Export solution as unmanaged state and unzip solution. We need to edit customization.xml file in visual studio and add below code for Ribbon definition:

</CommandUIDefinition>

</CustomAction>

</CustomActions>

</Templates>

</EnableRules>

</Actions>

</CommandDefinition>

</CommandDefinitions>

</EnableRule>

</EnableRules>

</RuleDefinitions>

</Titles>