How to show File Type fields in dynamics portal

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Posted on by MMK

745

Hi all

I have got a requirements where i need to show file type fields on the Portal

I can't use Notes cause each field has its own usability

By any means or any way can we make those fields available on portal forms

Thanks

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Answers (1)

santhoshsk 10 on at

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RE: How to show File Type fields in dynamics portal

how to recieve a file type in flow??
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Saddamk206 777 on at

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RE: How to show File Type fields in dynamics portal

Follow below steps:

1. Create a Power Automate with "HTTPS Request trigger" and apply Create update logic of file to any entity.
2. Add a Button inside portal page and call created Power Automate using JavaScript and pass your data to this Power Automate

Sample code for calling Power Automate from Portal:

function PostDatatoPowerAutomate(id) {



        //Build JSON

        var employeedata= '{ "employee" : [' +

        '{ "employeeid": "' + id +'", "employeename": "' + document.getElementById(name).value + '"} ]}';



        //build http request string using URL from Power Automate flow

        var req = new XMLHttpRequest();

        var url = "https://<<copy HTTP POST URL from Power Automate here>>";

        //send https request to Power Automate

        req.open("POST", url, true);

        req.setRequestHeader('Content-Type', 'application/json');

        req.send(employeedata);

        alert("updated");

    }
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MMK 745 on at

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RE: How to show File Type fields in dynamics portal

The solution for this until Microsoft allows File Type field is as Below

Create HttpRequirest Power Automates for Get Post and Put in Dynamics

and Create Html webresource to accept and update files and use these powerautomates for interations

a link for help for PA

readyxrm.blog/.../
MMK 745 on at

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RE: How to show File Type fields in dynamics portal

Thanks Leah Ju,

but i can't use Notes and sharepoint because there are many file types fields and each file has different meaning and a whole flow in CRM

based on those fields many dependent fields are working so can't use that
Community Member Microsoft Employee on at

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RE: How to show File Type fields in dynamics portal

Hi Moin,

Unfortunetly, the field that type is file can’t be added to the portal.

Currently this field is only available to canvas apps and flows, you just can add the file field to the entity form with power app.

Column data types in Microsoft Dataverse - Power Apps | Microsoft Docs

And you mentioned that you don’t want to use Notes, the note is in timeline or attach file section?

More detailed steps for two ways:CRM HUB: Upload,Download ,Edit, Delete Document , Working with Notes in D365 Portal.

Also,you can use SharePoint integration from Portal as well to upload your files check this for more details:

Manage SharePoint documents on a portal - Power Apps | Microsoft Docs

Regards,

Leah Ju

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