Microsoft Dynamics CRM (Archived)

Upload attachment for portal for public

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Posted on by Nirmal_CRM

177

Hi Experts,

I need your expert advise on below requirement.

I have portal consisting of one web form which is almost like registration form.

My web form is connected to lead entity and I have created 5 tabs in entity and every tab is separate web steps in web form. At last step we have 4 fields which are as shown in image.

6354.images.PNG

Our requirement is to make this field "I agree to the Terms and Conditions" hyperlink and on click of it PDF should be download or at least PDF should open.

Could you please let me know if I can make crm entity field as hyperlink and also where can I store my PDF to make it public since this registration page is public.

Regards,

Nirmal

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Suggested answer

Emmaneul James Abraham 727 on at

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RE: Upload attachment for portal for public

Hello Nirmal

Here isyour questions,

1) Where to Store your PDF File ?

Ans :- In WebFiles (As a Notes)

2) How File URL Will be?

Ans:- your Portal URL/Partial URL of your Web File (this is a Direct link to your File)

3) How to Open File On Check box Check

Ans:- Under Web Form step (Advanced Tab) you will get an option to add Custom Javascript , there under document.ready you can add below Code, by adding Check box ID and File URL

if($("#click").is(':checked')){
e.preventDefault();
window.location.href = 'portalurl/WebfilePartialURL';
}

I hope this will help you.

Thanks

James
Suggested answer

Mahendar Pal 45,095 on at

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RE: Upload attachment for portal for public

Hi,

You can store your pdf file as web files, later you can reference it on portal and using js code only you can form your field to be a hyperlink, try to play with DOM, best of luck !