790
dear all
i cant upload attachment to a new case while i am filling it, i have first to save it, before saving, it is not giving me any option to add attachment.
please check the below screenshot.
thanks,
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Ahmad,
As above already mentioned it is by design and notes are 1:N relationship with entity, so need to save record first.
If you still want to attach notes before saving record, you can achieve with custom development, technically it will save record first and then attach notes to record but on single save click.
You need to create custom HTML web resource, which will have text box and file attachment control, you can upload file and add notes in HTML web resource. When main record is saved, you need to get note and attachment from web resource, and create note and attachment to main record
hope this will help.
Ahmad,
As above already mentioned it is by design and notes are 1:N relationship with entity, so need to save record first.
If you still want to attach notes before saving record, you can achieve with custom development, technically it will save record first and then attach notes to record but on single save click.
You need to create custom HTML web resource, which will have text box and file attachment control, you can upload file and add notes in HTML web resource. When main record is saved, you need to get note and attachment from web resource, and create note and attachment to main record
hope this will help.
thanks Pravin
Hi Ahmad,
As suggested above, this is as per designed by CRM architecture and it should be. Only after creating record it will allow you to create attachment.
Hi Ahmad ,
This is because notes is different entity which has 1:N relationship to case ,so until and unless you create the the case you can not refer any note for the case. This is normal like you can not add subgrid in the create form which has 1:N relationship .
And off course above already mentioned this is by designed.
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