Announcements
I want to restrict a user to add more than one note/attachment in an Entity in dynamics CRM.can anyone tell me a way to do this?
*This post is locked for comments
Hi ,
You need to write a plugin on create event of notes entity. In the plugin retrieve the existing notes , if found any existing notes for that record then return error.
Thanks for the response Gautham.
Except writing a plugin is there a way through which i can replace the note/attachment if another attachment is added to the entity.
Hi Varsha Naithani,
In addition with Goutam, you can use plugin only in case of your requirement.
Also make sure that your plugin should be on "pre-validation step". Inside plugin you can through exception to restrict user.
Note:
You can't use JS/custom workflow because of event limitation.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
Congratulations to our community stars!
Expanding mentorship, skilling, and AI innovation
These are the community rock stars!
Stay up to date on forum activity by subscribing.
RichardM 1
