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Finance | Project Operations, Human Resources, ...
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Attachment "New" button not visible for attaching file.

Posted on by 189

Hi Community Experts,

I am seeing a problem in the standard functionality of Dynamics 365FO.

I am trying to attach a document on the form "EssPersonIdentificationNumberFormPart".

pastedimage1663912176311v1.png

But when I click on attachment button there's no "New" button.

pastedimage1663912246937v2.png

These two tables are my data sources inside from

pastedimage1663912345598v3.png

In Organization Administration > Document Management > Active Document Table, I have added both of these tables but still the "New" button is not available.

pastedimage1663912532389v4.png

I am not sure what I am missing in this configuration?

Looking forward to helpful responses.

Best Regards.

  • GirishS Profile Picture
    GirishS 27,832 Super User 2024 Season 1 on at
    RE: Attachment "New" button not visible for attaching file.

    Hi Chota hukam,

    See if there is any extension class written for document management form.

    Also see on the "Manage attachement--- My information tab form new button is visible or not.

    Also you can add the debugger on document management form. New button will be enabled or disabled based on certain condition. So check what it is returning.

    Thanks,

    Girish S.

  • alinawaz Profile Picture
    alinawaz 189 on at
    RE: Attachment "New" button not visible for attaching file.

    The user has system admin rights.

  • GirishS Profile Picture
    GirishS 27,832 Super User 2024 Season 1 on at
    RE: Attachment "New" button not visible for attaching file.

    Also is there any security role assigned to the user you are testing with?

    Thanks,

    Girish S.

  • alinawaz Profile Picture
    alinawaz 189 on at
    RE: Attachment "New" button not visible for attaching file.

    I have added the button but its doing nothing.

    pastedimage1663934044568v1.png

  • GirishS Profile Picture
    GirishS 27,832 Super User 2024 Season 1 on at
    RE: Attachment "New" button not visible for attaching file.

    Also is there any security role assigned to the user you are testing with?

    Thanks,

    Girish S.

  • GirishS Profile Picture
    GirishS 27,832 Super User 2024 Season 1 on at
    RE: Attachment "New" button not visible for attaching file.

    So here they are adding a menu item button and mapped directly the document management form.

    Instead of that .

    Create one command button.

    On the command property - Set to "DocumentHadling" and check whether its working.

    Thanks,

    Girish S.

  • alinawaz Profile Picture
    alinawaz 189 on at
    RE: Attachment "New" button not visible for attaching file.

    pastedimage1663925140850v1.png

    That's how the button's being added in the form at the moment.

  • GirishS Profile Picture
    GirishS 27,832 Super User 2024 Season 1 on at
    RE: Attachment "New" button not visible for attaching file.

    How they added the attachment button?

    Is that a command button and command set to DocumentHandler?

    I don't think adding attachment button in this form wont work.

    I tried adding this button using extension - When I click on the "Attachment" nothing is happening. - Because in standard they have disabled the attachment options.

    So instead of that you can make use of that  "ManageAttachment " option on My information tab. Also you can add multiple attachments.

    Thanks,

    Girish S.

  • alinawaz Profile Picture
    alinawaz 189 on at
    RE: Attachment "New" button not visible for attaching file.

    Hi Girish,

    Yes you are right, this is a custom button added by another developer.

    Can you please let me know they way around to make it work if its custom attachment button ?

  • GirishS Profile Picture
    GirishS 27,832 Super User 2024 Season 1 on at
    RE: Attachment "New" button not visible for attaching file.

    Hi Chota Hukam,

    I don't think there is attachment button on the "EssPersonIdentificationNumberFormPart" form.

    Because I cant see the attachment button in ESS workspace.

    pastedimage1663920677302v1.png

    Which D365 F & O version you are using?

    Can you double check is there a any extensions available for that form?

    Also you can make use of "Management Attachment " option on My information tab.

    Thanks,

    Girish S.

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