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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Anonymous Document Sub...
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Anonymous Document Submitting

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Posted on by Bahalzamon 215

Hello,

I am still fairly new to the Model Driven / Portal environment so please be patient.

I am attempting to create a form on Portals that allows external users when sent a link can navigate too can upload the requested document(s).

My thought would be through a workflow send a client a link to the site with something like ...portals.com/document-submit?CID=1234   where the CID is a passed in variable to auto populate in the customer ID.
But I am coming across some issues:

  1. I cannot get the file upload to display on the page.
    1. I have gone through some tutorials, but nothing has been helpful.
  2. how do I get the CID into the field that is preferably hidden.
    1. I would think I could do it with JS, but is there not something from within the system that does this?
  • Abhishek Bihani Profile Picture
    Abhishek Bihani 255 on at
    RE: Anonymous Document Submitting

    Hi Clinton,

    1. Please design one entity & enable notes for that entity

    2. Design one CRM form with required fields (include Customer ID) & Create new Section for Notes on Form

    3. Create one Entity form & associate respective CRM form (enable with Notes)

    4. Navigate to the Portal -> click on the Entity Permission -> click on the new button. Create entity permission 

    • Set Scope to “Global”.
    • Enable all Privileges

    6. Using getQueryString function we can retrieve customer ID & we can populate on web page.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Anonymous Document Submitting

    Thanks for sharing!

  • Suggested answer
    Bahalzamon Profile Picture
    Bahalzamon 215 on at
    RE: Anonymous Document Submitting

    I ended up figuring it out:

    1. Create two entity permissions via Portal Management,  Security > Entity Permissions > New.
      1. Create a new permission on your entity of interest.
      2. Set its scope to Global.
      3. Grant it privileges. In my case I gave it all privileges except delete.
      4. Add web roles. In my case, "Anonymous Users".
    2. Create a new permission on the entity named "Note (annotation)".
      1. Set its scope to Parent.
      2. In the Parent Scope section that then becomes visible, select the existing permission that you created above.
      3. Grant it privileges. In my case I gave it all privileges except delete.

    Source

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