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Dynamics 365 general forum

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

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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

  • Suggested answer
    Summer Garg Profile Picture
    585 on at
    RE: Portal- entity form with notes to save attachment suddenly stopped working

    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

  • Verified answer
    ClaudiaLu Profile Picture
    50 on at
    RE: Portal- entity form with notes to save attachment suddenly stopped working

    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".

  • ClaudiaLu Profile Picture
    50 on at
    RE: Portal- entity form with notes to save attachment suddenly stopped working

    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

  • Jil L Tan Profile Picture
    on at
    RE: Portal- entity form with notes to save attachment suddenly stopped working

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

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