Adding an attachment to a note via console application

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Posted on by jestuder

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I have a folder that contains attachments I need to attach to notes that already exist in CRM. Everything is working up to the point of attaching the file via C# console application. Here is my code:

try
                {
                    string fullFilePath = noteGuid.attachmentLocation + "\\" + noteGuid.attachmentName;
                    byte[] convertedFile = Encoding.Unicode.GetBytes(fullFilePath);
                    ColumnSet attributes = new ColumnSet(new string[] { "annotationid", "filename", "documentbody", "isdocument", "mimetype" });
                    Entity annotation = new Entity("annotation");
                    annotation = orgService.Retrieve(annotation.LogicalName, noteGuid.RecordGuid, attributes);
                    if (annotation != null)
                    {
                        Console.WriteLine("Retrieved: " + annotation.Id);
                        annotation["annotationid"] = annotation.Id;
                        annotation["filename"] = noteGuid.attachmentName;
                        //annotation["documentbody"] = Convert.ToBase64String(new UnicodeEncoding().GetBytes(fullFilePath));
                        annotation["documentbody"] = Convert.ToBase64String(convertedFile);
                        annotation["mimetype"] = noteGuid.mimeType;
                        annotation["isdocument"] = 1;
                        orgService.Update(annotation);
                        Console.WriteLine("Note with GUID " + annotation.Id + " updated successfully!");
                    }
                    else
                    {
                        throw new Exception("Record Not Retrieved");
                    }

As you can see I did what the SDK and Microsoft article tell me to do, but I keep getting a cast error when the update step is hit.

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M.Azwar Alam on at

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Hi you can try following method. It will attach pdf file in notes

private void AttachUpdatedDocumentToCase(ref IOrganizationService service, byte[] filebytes, EntityReference _CaseReference, string FileName)
{
string encodedData = System.Convert.ToBase64String(filebytes);
Entity AnnotationEntityObject = new Entity(_AnnotationEntityName);
AnnotationEntityObject.Attributes[_ObjectIdFieldName] = _CaseReference;
AnnotationEntityObject.Attributes[_SubjectFieldName] = FileName;
AnnotationEntityObject.Attributes[_DocumentBodyFieldName] = encodedData;
// Set the type of attachment
AnnotationEntityObject.Attributes[_MimeTypeFieldName] = @"application\pdf";
// Set the File Name
AnnotationEntityObject.Attributes[_FileNameFieldName] = FileName;
service.Create(AnnotationEntityObject);
}

Mark as verified, if it works for you

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jestuder 158 on at

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So I ended up switching to Early Bound and generated a filtered xrm file. I then used this code:

string fullFilePath = noteGuid.attachmentLocation + "\\" + noteGuid.attachmentName; XrmServiceContext context = new XrmServiceContext(orgService); var note = (from n in context.AnnotationSet where n.Id == noteGuid.RecordGuid select n).Single(); if(note != null) { note.FileName = noteGuid.attachmentName; note.DocumentBody = Convert.ToBase64String(new UnicodeEncoding().GetBytes(fullFilePath)); note.MimeType = noteGuid.mimeType; note.IsDocument = true; if (!context.IsAttached(note)) { context.Attach(note); } context.UpdateObject(note); context.SaveChanges(); Console.WriteLine("Note with GUID " + note.Id + " updated successfully!"); }

The attachment does attach now, but if I open the note up and click on the attachment it downloads the attachment and when I try to open it I get a decoding error in Adobe Acrobat.

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jestuder 158 on at

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It was the way I was encoding the file. This is my first go around with encoding file and converting to base64. Here is the code to encode it correctly. I was just encoding the file path and not the actual file:

byte[] convertedFile = File.ReadAllBytes(fullFilePath);

string encodedFile = Convert.ToBase64String(convertedFile);

I then pass encodedFile to the documentbody.

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Emre GULCAN 2,379 on at

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Hi,

You can also do it easly with XrmLibrary with 3 lines code below;

AnnotationHelper helper = new AnnotationHelper(_organizationService); var attachment1 = AttachmentHelper.CreateFromPath(@"C:\your file path", ""); helper.AddAttachment(Guid.Parse("Annotation (note) record Id"), attachment1); /* * or you can also use * AttachmentHelper.CreateFromBase64 * AttachmentHelper.CreateFromByte * AttachmentHelper.CreateFromStream */

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Pratima on at

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Hi James,

I am facing problem in getting the filepath of my attachment. Please let me know how you have fetched the filepath from a note attachment. Thanks.

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Shyam D 15 on at

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Hi James, here what we need to specify the MIME type....if we don't specify the MIME type, CRM is taking it as OCTET STREAM type. What if I had different type of file as well?

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