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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Portal - Notes Entity ...
Customer experience | Sales, Customer Insights,...
Answered

Portal - Notes Entity List point to actual document

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Posted on by Steven O'Neill 575

Hi guys

I have a question about how I can go about showing an Entity List on a Portal but have the link point directly to the actual document in a Note.

Basically we have our View in CRM which is only showing Notes that have a document within it. We have our Entity List on the Portal using this View and we can see the resulting data on our Portal - all good. However, I'm looking point the link on the Entity List on the Portal specifically to the document and not to a webpage.

We've built many Entity Lists pointing to a web page that shows a Notes section and we can open the document from there, edit it, etc. but instead of needing to go through that method I'm hoping to be able to merely display a list of the Notes and allow the user to click the link to download the document (obviously if they have the correct permissions).

Can anyone tell me if that is possible and if so, how I go about configuring the Entity List to achieve that?

Thanx

Steven

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  • Verified answer
    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at

    Hi Steven, you can achieve that with a little bit of JavaScript and set the URL for your document

    by default, every note can be accessed (as long as entity permissions are defined) via the following URL: <portal URL>/_entity/annotation/<NOTE GUID>

    so you can have a Workflow/Plugin in D365 setting a field with that URL, or even better in your case, your Entity List is already pointing to the Note entity, so all you need is dynamically set the URL via JS

    yesterday I wrote a post with a similar requirement, in my case I am generating a Word Document first, and then making the file available for download in my Entity List, and my file is stored as a Note, take a look to see if it helps: oliverrodrigues365.com/.../

    ------------

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    We highly recommend users migrate to the PowerUsers community for upcoming Portal questions:

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  • Steven O'Neill Profile Picture
    Steven O'Neill 575 on at

    Cheers Oliver

    Nice method there. I was able to use part of it with my Notes Entity List (I basically have a list of Notes that I need to be able to allow the user to download) and instead of needing them to go to the Parent record and then download the Note, I simply wanted to provide a list of all the documents in the Notes and allow them to browse these and download whatever they wanted.

    All appears to be working as expected and I've got a few more tweaks to do but appears to be working exactly as expected.

    I'm going to keep a note of this one for future use as its something that comes up from time to time.

    Thanx again

    Steven

  • Mouhanad Alkhaldi Profile Picture
    Mouhanad Alkhaldi 25 on at

    Hi Oliver

    Is this still working after the latest upgrade ?

    we did an update for our Customer Portal: V9.1.9.0  V9.2.2005.0

    along with this update we did the UCI upgrade .

    i do not know which one caused the portal to stopped understanding the /_entity/annotation/<NOTE GUID> .. now it shows "not found" on that .. .any idea ?

  • Suggested answer
    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at

    Hi Mouhanad Alkhaldi

    Just tested on my side, looks like this is the new URL it is being generated for notes:

    <portalurl>/_entity/annotation/0cb11a04-e6a4-ea11-a812-000d3aab5252/f46b70cc-580b-4f1a-87c3-41deb48eb90d?t=1591111846272

    My understanding is:

    0cb11a04-e6a4-ea11-a812-000d3aab5252: this is the note GUID

    f46b70cc-580b-4f1a-87c3-41deb48eb90d: not sure what this GUID is for

    ?t=1591111846272: this looks like a timestamp, probably Microsoft is doing this to avoid caching issues

    the solution I provided on my post should still be valid as I can still access the note with the URL until the first GUID: <portalurl>/_entity/annotation/0cb11a04-e6a4-ea11-a812-000d3aab5252/

    I am on a trial, version: 9.2.4.66

    what issue are you facing? and what's the URL getting generated for you?

    ------------

    If you like this post, give a Thumbs up. Where it solved your request, Mark it as a Solution to enable other users find it.

    We highly recommend users to migrate to PowerUsers community for new Portal questions:
    powerusers.microsoft.com/.../PowerAppsPortals

  • Steven O'Neill Profile Picture
    Steven O'Neill 575 on at

    I've also tested the solution from Oliver and it appears to still work for me - I upgraded the solution file last night to v9.2.2001.0 and it still seems to be working (as described by Oliver). The breakdown from Oliver on the querystring is accurate - the bit that you weren't sure about is the connected entity record for the Note - the Regarding lookup basically - as far as I can remember as I was investigating this a couple of weeks ago).

  • Mouhanad Alkhaldi Profile Picture
    Mouhanad Alkhaldi 25 on at

    Hi Oliver , Steven

    It looks that i am facing a unique issue,

    I have a page which shows standard EntityForm with attachments sections. The purpose of the page is to allow the user to download attachments.  

    I am using standard EntityForm metadata to enable the attachment download on a read only EntityForm.

    it is working fine on the old version in my Dev and Production environment,

    But in my Test environment (where i am testing the UCI and Portal upgrade) it is not downloading the attachment, showing "Not Found" on after trying to reach this URL:

    zzzzzzzzzzzzz.microsoftcrmportals.com/.../7b138792-1090-45b6-9241-8f8d96d8c372.

  • oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at

    can you upload attachments via Portal? is the attachment in the CDS/D365? did you check entity permissions?

  • Mouhanad Alkhaldi Profile Picture
    Mouhanad Alkhaldi 25 on at

    Yes, I can upload attachments from Portal (in other forms, as this form is just to download customer statement of account that we generate).

    Entity Permissions : to test further we have a Global Read on annotations.

    the attachment is in D365 CE , if we add a new attachment / note from D365 it reflects in the Portal, but cannot download attachement.

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