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Notes attachment is not displaying (rendering) in portal entity forms

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I have migrated a solution from CRM 2015 on-prem to D365 online. However, the forms in one entity are not rendering note attachment when configured for entity forms in power portal. But it works for all other entities in the same migrated solution. Any help would be appreciated.

Entity setting FYI :

settings_2D00_df.PNG

  • Community Member Profile Picture
    Community Member UG Leader on at
    RE: Notes attachment is not displaying (rendering) in portal entity forms

    Hi Thilanka,

    Can you tell me what entity can’t attach note attachment in the entity form of the portal?

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Thilanka Profile Picture
    Thilanka 10 on at
    RE: Notes attachment is not displaying (rendering) in portal entity forms

    Hi Leah,

    I have done exactly the same. But it note attachment does not appear.

    I did the same to other entities and they work perfectly.

  • Suggested answer
    Community Member Profile Picture
    Community Member UG Leader on at
    RE: Notes attachment is not displaying (rendering) in portal entity forms

    Hi Thilanka,

    You can check following steps for configuring notes in the portal entity forms.

    1.Add notes in form which you want to apply Notes from portal, and make notes the default tab.

    pastedimage1618207589280v1.png

    pastedimage1618207843805v2.png

    2.Now open Entity form in portal (portal > entity form) on which you want to add Notes section.

    (1) Mode of Entity Form should be Edit. (Because this method is used in case of when we update the records from portal).

    pastedimage1618207993850v3.png

     (2)Scroll down your Entity Form record and reach at Entity Form Metadata Sub-grid, then click on + icon to create a new Entity Form Metadata

    pastedimage1618208010488v4.png

    (3) Scroll up Entity Form and make sure Entity Permission checkbox should be checked, and go to Portal Entity Permission to create new for note entity.

    pastedimage1618208406269v6.png

     pastedimage1618208386268v5.png

    (4) Add web role you need to the entity permission.

    pastedimage1618208438367v7.png

    3.Test.

    pastedimage1618208495290v8.png

    Maybe you can refer following document to know more detailed steps.

    Configure notes as attachments on entity forms and web forms for a portal - Power Apps | Microsoft Docs

    Note: Putting in *WEB* at the beginning of note text shall show up the  note records that created from crm in the portal.

    pastedimage1618208791962v1.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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