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ReportSorry, i am a new user. How can I add a new N:1-relation to the attachment entity? I want to insert a section with attachments to my contactform.
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Sorry, i am a new user. How can I add a new N:1-relation to the attachment entity? I want to insert a section with attachments to my contactform.
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No, that's bog standard. I think you will have to set up IFD if you're doing a hybrid deployment, but other than that it's strictly out of the box.
@ Wayne thanks for your interesting idea. We have CRM on premise and sharepoint online. Will that create a problem?
You can't do that. There isn't a separate Attachment entity, it's just a blob on the Notes entity. So you get all Notes, not jut files.
What you will need to do is look at the SharePoint integration functionality and store files in a related library. Then add the document view on your form.
Thanks, this is where is ended up also. But I can not find a way to add a new N:1 relation. I think, in order to be able to show attachments directly on my contact (or account) form, I need to to add a N:1 relation where the primary entity is contact and the related entity is attachment.
Go to Settings -> Customizations -> Customise the system -> Entities
The entity for Attachments is 'Notes' (see screenshot below)
However, the system does not allow you to create any custom relationships with the Notes entity.
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