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Finance | Project Operations, Human Resources, ...
Unanswered

Attachment "New" button not visible for attaching file.

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Posted on by 209

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.

I have the same question (0)
  • GirishS Profile Picture
    27,827 Moderator on at

    Hi Chota Hukam,

    How you have added the "Attachment" button on the form.? Command button?

    Generally in "EssPersonIdentificationNumberFormPart"  - system defined attachment button will be disabled.

    Thanks,

    Girish S.

  • alinawaz Profile Picture
    209 on at

    No I have not added any button on form.

    Its the system defined button only.

  • GirishS Profile Picture
    27,827 Moderator on at

    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.

  • alinawaz Profile Picture
    209 on at

    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
    27,827 Moderator on at

    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
    209 on at

    pastedimage1663925140850v1.png

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

  • GirishS Profile Picture
    27,827 Moderator on at

    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.

  • GirishS Profile Picture
    27,827 Moderator on at

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

    Thanks,

    Girish S.

  • alinawaz Profile Picture
    209 on at

    I have added the button but its doing nothing.

    pastedimage1663934044568v1.png

  • GirishS Profile Picture
    27,827 Moderator on at

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

    Thanks,

    Girish S.

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