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Customer experience | Sales, Customer Insights,...
Suggested answer

Attachment/File is shown on form

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Posted on by 142

Hii, 

Is it possible attachment  file is shown on form when user create new record . Attachment file will be shown to all user when creating records on table on new button click .

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,959 Super User 2024 Season 1 on at
    RE: Attachment/File is shown on form

    Hi,

    You don't need ribbon button for my suggested solution.

    You only need to create new field of type File. Place this field on your form. This field can be used to attach pdf file. Try to do that first and show this to your customer.

    This will be visible to all users on all records by default.

    In case you want to make it read only for some users, you will have to write javascript.

  • Sumedha Profile Picture
    Sumedha 142 on at
    RE: Attachment/File is shown on form

    Hii,

    Screenshot-_2800_271_2900_.png

    I want when new form is saved for every user there is  attachment file button like word templates which is standard option in powerapp. If i create a field and read only to basic user and editable to admin user it not working on all records . how to get the file on every records when new form is saved.

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,959 Super User 2024 Season 1 on at
    RE: Attachment/File is shown on form

    Hi,

    You can create new field of type File.

    muralikrishnasabbavarapublog.wordpress.com/.../

    Now you can write javascript code to disable this field and make it read only for other user and editable for admin based on logged in user security role

    muralikrishnasabbavarapublog.wordpress.com/.../

  • Sumedha Profile Picture
    Sumedha 142 on at
    RE: Attachment/File is shown on form

    Hii,

    In model driven app when click on new button and record save . I want attach file button in top of form . Admin user will attach that file on top of form like word template option in top of form . Only admin have right to edit the pdf other user only read the pdf of company policy.

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,959 Super User 2024 Season 1 on at
    RE: Attachment/File is shown on form

    Hi,

    I don't understand your requirement.

    Can you please elaborate?

  • Sumedha Profile Picture
    Sumedha 142 on at
    RE: Attachment/File is shown on form

    Hii,

    If I save the record can I find any option of pdf file which is visible to all user when create new record and only editable  by admin.

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,959 Super User 2024 Season 1 on at
    RE: Attachment/File is shown on form

    Hi,

    Unfortunately it is not possible.

    You will have to first save your record.

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