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Read a text file in 'notes'

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Posted on by Pete_N 1,695

CRM 2016 On-Premises

I have a custom entity with a text file uploaded into each record 'notes' . 

I'm trying to grab the 'file' from annotation, open it and read it in a custom workflow with something like File Stream. I'd like to read the file directly from CRM rather than  write it to disc 

These text files are uploaded to CRM  and contain multiple data records that I need to process into different entities, hence the need to be be able to open each 'attachment' read and process it through a workflow.

  • Suggested answer
    Pawar Pravin Profile Picture
    Pawar Pravin 5,227 on at
    RE: Read a text file in 'notes'

    FYI,

    //RETRIEVE THE NOTE

protected void ExecutePostNoteCreate(LocalPluginContext localContext)

{

    string tempFile = string.Empty;

 

    IPluginExecutionContext context = localContext.PluginExecutionContext;

    IOrganizationService organizationService = localContext.OrganizationService;         

    

    if (context.InputParameters.Contains("Target") &&

        context.InputParameters["Target"] is Entity)

    {

        Entity noteEntity = (Entity)context.InputParameters["Target"];

 

        Annotation note = noteEntity.ToEntity();

 

    .....

 

// RETRIEVE THE FILE CONTENT (DocumentBody property)

if (!string.IsNullOrEmpty(note.FileName))

{

   tempFile = SaveFile(note.FileName, note.DocumentBody);

}

 

// SAVE THE FILE

private static string SaveFile(string fileName, string noteBody)

{

    string outputFileName = @"C:\temp\"   fileName;

 

    if (!string.IsNullOrEmpty(noteBody))

    {

        // Download the attachment in the current execution folder.

        byte[] fileContent = Convert.FromBase64String(noteBody);

        System.IO.File.WriteAllBytes(outputFileName, fileContent);

    }

    else

    {

        throw new InvalidPluginExecutionException("File content is empty or cannot be retrieved");

    }

 

    return outputFileName;

}

  • Suggested answer
    Pete_N Profile Picture
    Pete_N 1,695 on at
    RE: Read a text file in 'notes'

    Thank you

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    RE: Read a text file in 'notes'

    Hi Pete N,

    You can obtain the contents of an annotation entity by using C#. This article explains how to achieve this.

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