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Hello,
I have requirement where i need to restrict the number of attachment that can be uploaded in Notes Section in Dynamics Portal and CRM. Please suggest any approach.
Thanks in advance.
Hello Kumar,
Greetings of the day!
In regards to your concern, kindly find our comments below:
If you need to restrict the number of attachment for a note, then in this case, In Dynamics 365 & in portal you will only upload 1 attachment with a note, you cannot upload more then 1 attachment with a note.
And if you need to restrict the number of notes for particular record or module, then in this case, You have to create a plug-in on creation(register as preoperation) of note. In plug-in check the number of notes attached with particular record, if there is already 5 notes attached with particular record then restrict to create note,else allow to create note.
I hope it helps! Let me know in case of any other concern.
Kind Regards,
CRMjetty
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My approach would be:
- Add a validation via Plugin (on create) to enforce no more than X attachments were added
- Add a JS/JQuery on Portal page, find the element for the attachment and set a function for the loaded event of that element, validating than the count of the attachments, if it reaches the X number, disable / hide the add attachment button
Hi Partner,
Unfortunately restriction of attachment is not possible through UI as of now, you can refer this article community.dynamics.com/.../how-to-limit-adding-to-attachments-to-5-for-notes wherein you can try to achieve this through custom Plugins.
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