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Notes configuration for entity forms in portal

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Posted on by Narendra Sunkara

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Hi All,

I am using PowerApps portals and trying to configure "Notes" on the entity form.

I have created "Entity form Metadata" on my entity form for Notes.

And have given required "Entity Permissions" for "Notes", "Annotation" and "Incident(Case)" entities and assigned web roles also.

But still not able to see "Add Note" option in the portal page.

What did I miss. Can someone help me.

Regards,

Babu

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YGupta 45 on at

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RE: Notes configuration for entity forms in portal

That's great,

Well, I have told you the Entity Permission and Scope step, So which step were you missing?
Narendra Sunkara 465 on at

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RE: Notes configuration for entity forms in portal

Hi Yash,

Thanks for your reply. I tried second method also but didn't work

I found following link in google and that fixed my issue.

crmhub.blogspot.com/.../upload-document-working-with-notes-upload-download-Edit-Delete-document-from-D365-portal.html

Regards,

Babu
YGupta 45 on at

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RE: Notes configuration for entity forms in portal

Ok, In that case, try another option that I gave you.

Disable entity permission in entity form.

If this could solve your problem then mark it as a solution.

Stay Safe

Regards,

Yash Gupta
Narendra Sunkara 465 on at

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RE: Notes configuration for entity forms in portal

Hi Yash,

Thanks for your reply.

I have already given the most of the Entity permissions

1. For Case Entity :

Assigned this permission to Admin(I am using contact which is having Admin role to login to portal)

And 2 : For Annotation Entity :

Web role is :

3. For Activity Entity :

Web role assigned like below :

Please check these once and help me if you can.

Regards,

Babu
YGupta 45 on at

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RE: Notes configuration for entity forms in portal

Hey Babu,

Well, I asked to open sitemap, not site map designer.

see image below

Here you can see, inside the portal, there is "Entity Permission" of different entities.

Regards,

Yash Gupta
Narendra Sunkara 465 on at

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RE: Notes configuration for entity forms in portal

Hi Yash,

Thanks for your reply.

I have opened sitemap designer but, I didn't find either "Case" or "Annotation" entities.I changed the "Type" in the properties to "Entity" but I can see only one entity "Entity Permission" in the Entity drop down. How to proceed with this. Here I am sharing my screen shot as well. Is this the place you are talking about.

Regards

Babu
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YGupta 45 on at

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RE: Notes configuration for entity forms in portal

Hi Babu,

Hope you are doing well.

Its seems like that the right scope for annotation entity is not defined, follow this step to configure it.

1) In the sitemap, Go to portals

2) Select Entity Permission

3)Select the entity for which you have to change scope(in your case, it is annotation and Case entity)

Kindly select the scope as per your requirement, see the scope type below, Change the Scope and see the behavior

1)Global: Any contact in that role will have access to all records of the defined entity.

2)Contact: A signed-in user will have the rights granted by that permission only for records that are related to that user's contact record.

3)Account: A signed-in user will have the rights granted by that permission only for records that are related to that user's parent account record.

4)Self: This allows users to use entity forms or web forms to make changes to their own Contact record.

5)Parent: This permission is actually a child record of the parent entity permission.

If the problem will not solve after these changes then uncheck the entity permission in Entity Form.

I hope this will help,

Kindly Verify if this answer suits you.

Stay Safe.

Regards,

Yash Gupta