web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Dynamics 365 general forum

Portal- entity form with notes to save attachment suddenly stopped working

(0) ShareShare
ReportReport
Posted on by 50

We have a portal page links to an entity form for users to submit file,  and we use notes to save the file. it stopped working after June 15, 2018, anyone else has the same  problem?

thanks

I have the same question (0)
  • Jil L Tan Profile Picture
    on at

    Having the same issue here. Did you manage to work it out?

  • ClaudiaLu Profile Picture
    50 on at

    not yet, it is just a simple entity form with a notes field and the action is insert, seems nothing we can fix. We actually issued a ticket to MS, hopefully they can find out

  • Verified answer
    ClaudiaLu Profile Picture
    50 on at

    the problem is resolved, here is the solution:

    On CRM with portal primary solution version “portallbase” 8.3 or higher. Go to the entity form attachment section.

    Search for the option "attach file save option" and set it to be “Notes”

    Issue was fixed. In case you have any CRM without that options and the CRM is affected by the issue please upgrade to 8.3 or higher from Dynamics 365 admin center, solutions, upgrade portal type solution and perform the same change in the field "attach file save option".

  • Suggested answer
    Summer Garg Profile Picture
    585 on at

    Hi Claudial,

    More information about notes like upload / download / edit / delete the notes from portal then check this link :

    crmhub.blogspot.com/.../upload-document-working-with-notes-upload-download-Edit-Delete-document-from-D365-portal.html

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.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard > Dynamics 365 general

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans