Adding an attachment to a note via console application

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Posted on by jestuder

156

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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Answers (3)

Shyam D 15 on at

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RE: Adding an attachment to a note via console application

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?
Pratima on at

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RE: Adding an attachment to a note via console application

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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Emre GULCAN 2,379 on at

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RE: Adding an attachment to a note via console application

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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jestuder 156 on at

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RE: Adding an attachment to a note via console application

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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jestuder 156 on at

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RE: Adding an attachment to a note via console application

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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M.Azwar Alam on at

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RE: Adding an attachment to a note via console application

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);
}

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Adding an attachment to a note via console application

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