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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Create a Note Record i...
Microsoft Dynamics CRM (Archived)

Create a Note Record in CRM from Dynamics 365 Portal using JavaScript

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Posted on by Hemant Kumar Sahu 1,825

Hi Experts,


I am using "WEB FORM STEP",  I have a requirement to have multiple attachment controls, individual controls for different documents.  I am aware about the attachments in portal form but It adds only one attachment control in form.

Is there any OOB way to achieve this?

I am trying to add a HTML resource and with multiple attachment controls and want to create a note records for each attachments.  How to create a record using JavaScript from portal in CRM as this will be available to end user.


Thanks in Advance

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  • Hemant Kumar Sahu Profile Picture
    Hemant Kumar Sahu 1,825 on at
    RE: Create a Note Record in CRM from Dynamics 365 Portal using JavaScript

    Thanks Sayed, I already did this.

    But my requirement is to have multiple controls.

  • Hemant Kumar Sahu Profile Picture
    Hemant Kumar Sahu 1,825 on at
    RE: Create a Note Record in CRM from Dynamics 365 Portal using JavaScript

    Thanks Nicholas for valuable comments.

    Let me try the second approach, custom server side code .

    Thanks

    Hemant

  • Suggested answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at
    RE: Create a Note Record in CRM from Dynamics 365 Portal using JavaScript

    Enable "Allow Multiple Files" in the attachment sections in the form.

  • Suggested answer
    Nicholas Hayduk Profile Picture
    Nicholas Hayduk 2,863 on at
    RE: Create a Note Record in CRM from Dynamics 365 Portal using JavaScript

    Hi Hemant,

    As Arun stated, there is the "Allow Multiple Files" option on the Web Form Step, however this doesn't generate multiple controls in the form; you still get one form input, but within that one form input you can select multiple files.

    Your other OOB option is adding the Notes to the form, and using metadata to enable the edit capabilities:

    docs.microsoft.com/.../configure-notes

    Otherwise, if you want custom code to do it, you'll have to have a web service that sits outside of Portals to accept your requests and talks to Dynamics 365, since there is no OOB API that you can use in JavaScript to create or edit records.  I discussed the technique in an article for MSDynamicsWorld:

    msdynamicsworld.com/.../extending-microsoft-dynamics-365-portals-custom-server-side-code

    Nick

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Create a Note Record in CRM from Dynamics 365 Portal using JavaScript

    Dont know if you have already tried this,

    Under the 'Additional Functionality' for a Web Form Step, there is 'File attachment' section, and you have a check box field for 'Attach File' and 'Allow Multiple Files'.

    Try if this solves your problem.

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