Notifications
Announcements
No record found.
How to set Attach PDF only to Notes in Dynamic CRM using javascript ?
*This post is locked for comments
Hi,
One option could be to have custom html webresource where you can put your script logic to allow customer to have only attach pdf and pass that to notes. Another option is have a plugin to validate documents on notes if you want to go for server side.
Thanks
Probably the best approach is to fire an Invalid Plugin Exception from a Plugin which validate the primary object id of attachment while creating it.
Hope it helps.
If you found the answer helpful, please mark as Verified
Thank You & Best Regards
Francesco Picchi
Microsoft Dynamics CRM Consultant, Bologna, ITALY
Independent Contractor
http://www.francescopicchi.com
I don't think there is any setting/ configuration which can be used to set the document type. You need to write custom logic for this.
This can also be achieved by real time workflow-
1) Workflow trigger on create
2) Check if the file name ends with ".pdf", if not then throw error message.
Check this-
The solution provided by Ravi is certainly the best.
how to make dialog "Only Pdf attachment " in workflow ravi ?
In the screenshot, check the last step 'Cancel the operation'. You need to stop the workflow and under 'Set Properties' display your message.
Hope this helps
I understood what u say.
Thanks Ravi Kashsyap
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
SA-08121319-0 4
Calum MacFarlane 4
Alex Fun Wei Jie 2
