Add Attachment on Custom Entity

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Posted on by MDS

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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?

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mscrmba on at

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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.

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Abed Haniyah 4,287 on at

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Hello MDS,

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

Hope this helps,

Abed.

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Ammar Zaied 1,670 on at

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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

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MDS 1,788 on at

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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?

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Abed Haniyah 4,287 on at

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

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mscrmba on at

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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

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l ringel on at

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is there any other way to do it without notes?

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

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jdecou on at

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

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BrookTadesse 51 on at

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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?

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jdecou on at

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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.

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