Attach files to a case/incident

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Posted on by Community Member

Hi,

I am trying to build a Help-desk solution, and want to allow users to upload files with new incident/case. Is it possible to that OOB?

Thanks

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Mahadeo Matre 17,021 on at

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Yes.. to upload files you can use Notes..

With Notes you can attach file to incident / case.

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Community Member on at

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Is there a limit on the size of the attachment?

Thank you,

harihar

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Mahadeo Matre 17,021 on at

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Harihar,

I think Default limit for attachment is 5mb. and you can increase upto 32mb..by going system settings --》email tab..

blogs.msdn.com/.../how-to-increase-crm-2011-attachment-file-size-from-5mb-to-maximum-32mb.aspx

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Community Member on at

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Thank you Mahadeo.

best wishes

harihar

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Tin 1,562 on at

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how we can upload document on custom entity form.Please suggest me.

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Pratibha Singh on at

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Go to Setting > Customization > Customize the System.

Find the custom entity that you would like to add notes to and double-click on it.

In the Communications & Collaboration section of the properties page, there is a checkbox titled “Notes (includes attachments).”

Check this box, click the save icon at the top of the window, and then click the Publish button that is also at the top of the window.

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Tin 1,562 on at

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Thanks its working fine.

But i want to implement it by some coding.Is it possible?

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Community Member on at

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Dear Rahul,

what do you mean with implement it with some codings ?

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Tin 1,562 on at

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Hello Donny,

As of my requirement,I have to create a Entity.And in that entity for i have to upload document information instead of annotation entity.

My,requirement is like we are uploading file as in notes already happening.

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Community Member on at

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Dear Rahul,

unfortunately I think there is no other standard way to attach a document besides uploading it to notes.

Or you use the sharepoint integration. Check this out:

www.catapulterp.com/.../integrating-crm-with-sharepoint-document-management

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