Add Attachment on Custom Entity

(0) Share

Report

Posted on by MDS

1,788

I have several custom entities and I require the ability to attach PDFs etc to the records. I know you can add them to Account records etc, but how do you enable this functionality on custom entities please?

*This post is locked for comments

I have the same question (0)

All responses (11)

Answers (1)

Suggested answer

mscrmba on at

Like (1)

Report

RE: Add Attachment on Custom Entity

Go to Settings>Customizations>Customize the System>Entities>the entity you want it enabled for.

On the General tab

Tick the Notes checkbox

Save and then publish your changes.

You can then add a Notes section to the form view.

Make the section at least 6 rows high as otherwise you won't see the button to attach the attachments.

Save and then publish your changes.

Was this reply helpful? Yes No
Suggested answer

Abed Haniyah 4,287 on at

Like (2)

Report

RE: Add Attachment on Custom Entity

Hello MDS,

After adding note on the custom entity form, then you can add an attachment.

Hope this helps,

Abed.

Was this reply helpful? Yes No
Ammar Zaied 1,670 on at

Like (1)

Report

RE: Add Attachment on Custom Entity

Hi MDS,

add the notes grid to your form. A note can have attachments and has a standard file explorer.

stackoverflow.com/.../how-to-add-file-attachment-in-campaign-form-in-crm-2011

blog.appliedis.com/.../document-storage-and-management-with-crm

Was this reply helpful? Yes No
MDS 1,788 on at

Like (0)

Report

RE: Add Attachment on Custom Entity

Great! Turns out it was already enabled on the entity, I just needed to add it to the form.

Is it possible to remove any of the Communication & Collaboration bits? I don't really want to see Activities in the form?

Was this reply helpful? Yes No
Suggested answer

Abed Haniyah 4,287 on at

Like (0)

Report

RE: Add Attachment on Custom Entity

Sure, from Activity Tab Properties select Note on default tab :)

Was this reply helpful? Yes No
Verified answer

mscrmba on at

Like (2)

Report

RE: Add Attachment on Custom Entity

Hi MDS,

You can default it to Notes:

Click on the section on the form (in form edit)

Set the default tab to Notes.

You can, with Jscript, hide the Posts and/or Activities.

* See:

www.crmsoftwareblog.com/.../hide-post-tab-in-social-pane-microsoft-crm-2013 (You may need to remove and then re-add the pane to get this to work.).

* Another blog on the same topic:

arunpotti.wordpress.com/.../hide-postsactivitiesnotes-from-social-pane-crm-2013

* Yet another blog on the same topic: www.dynamicsobjects.com/.../Hide-Post-Tab-in-Social-Pane

Was this reply helpful? Yes No
l ringel on at

Like (1)

Report

RE: Add Attachment on Custom Entity

is there any other way to do it without notes?

i would like to do it with a relationship, is that possible?

Was this reply helpful? Yes No
jdecou on at

Like (2)

Report

RE: Add Attachment on Custom Entity

I didn't realize all you had to do is click in the notes field, thanks!

Was this reply helpful? Yes No
BrookTadesse 51 on at

Like (0)

Report

RE: Add Attachment on Custom Entity

Awesome advice. I do have the Notes (includes attachments) setting enabled on the custom entity's main settings page. However, I do not see the Notes button on the Form editor. Any ideas why?

Was this reply helpful? Yes No
jdecou on at

Like (0)

Report

RE: Add Attachment on Custom Entity

I'm not completely sure but I get the impression that Notes is included as a stand alone module that gets included on the entity level from the general tab instead of something added to the form from the editor.

Was this reply helpful? Yes No