Restrict Attachments in the notes Section of social pane

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Posted on by Community Member Microsoft Employee

Hello,

I need to restrict users from attaching documents in the social pane. Is there any way to do this or is there a security permissions i can tweak to achiev this??

Thanks

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weve33 5 on at

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RE: Restrict Attachments in the notes Section of social pane

I copied this exact workflow but mine isn't working, any ideas? I've even included "Record fields change" when file name or size is amended.
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gdas 50,085 on at

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RE: Restrict Attachments in the notes Section of social pane

Hi Anurag ,

You can try using Plugin , write a plugin on creation of annotation entity ,In the plugin code check user roles and attachment . If you found any files then throw InvalidPluginExecutionException with the messages. You need to impersonate your plugin to calling user , to get the user who is creating the attachment.

Check below reference give you some idea -

weblogs.asp.net/.../how-to-download-the-attachment-of-a-note-within-a-plugin-in-dynamics-crm
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RaviKashyap 55,410 on at

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RE: Restrict Attachments in the notes Section of social pane

Hi,

Unfortunately it is not possible to just restrict the notes attachments from social pane. If you are okay to restrict note attachment for all user across the application then you can refer the above suggestion.

Hope this helps.
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Kokulan 18,048 on at

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RE: Restrict Attachments in the notes Section of social pane

Hi

I assume you have Sharepoint integration configured and you want to prevent users from uploading documents to notes as attachments.

You could create a real-time workflow that trigers on create of Note and checks if there is an attachment and if there is prevent the user from saving the note

Please see below screenshots
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a33ik 84,323 Most Valuable Professional on at

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RE: Restrict Attachments in the notes Section of social pane

Hello,

You can remove permission for a user to create notes that will include attachments.