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Attaching Multiple Files to Timeline (Portal comment) via Portal

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Posted on by 57

It is setup that when you create a incident you can attach multiple files, however, when a user adds a comment, and attach a file there, they can only select one file. I notice questions being asked aorund 2018-2019 with the same issue, saying it is not a function that is support. However, I noticed this statement in release notes in 2020

Dynamics 365 Monthly Update-July 2020

  • Portal Timeline control doesn't honor "Allow multiple files" option on Entity form and only allows a single file to be uploaded at a time. After this change, Portal Timeline control will honor the setting and will enable multiple files to be uploaded at once.

So I ma not sure why we are unable to add more than one file when added a portal comment via the portal.

  • Suggested answer
    Community Member Profile Picture
    on at

    HI TarrasQ,

    If you are using portal to create incidents and attach files, you need set as following steps:

    Go portal management > Basic forms to open one form you are using, then check 'Allow multiple files' option in the 'Additional Settings' tab.

    https://learn.microsoft.com/en-us/power-apps/maker/portals/configure-notes#additional-settings-for-file-attachment 

    pastedimage1663826313362v1.png

    Result:

    pastedimage1663827743855v2.png

    But you can only add one file attachment per note if you are creating incidents in the CRM not portal!

    https://learn.microsoft.com/en-us/power-apps/user/add-activities#edit-note 

  • TarrasQ Profile Picture
    57 on at

    I am talking about when adding a comment via the portal. The Highlighted Blue.. The highlighted yellow does allow multiple files.

    add-commnet-2.png

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi TarrasQ,

    Yes, it's normal.

    When you add one comment in the portal:

    pastedimage1663901556886v3.png

    one portal comment record can be created and attached file will be stored as note in it.

    pastedimage1663901159294v1.png

    pastedimage1663901590262v4.png

    So you're essentially still adding attachments to the Note, and you can only add one file attachment per note!

    The feature you mentioned in the original article only supports the highlighted yellow part.

    pastedimage1663902059562v5.png

  • TarrasQ Profile Picture
    57 on at

    The portal comments do support multiple files though. At least from the CRM side you can attach multiple files to a comment, and both show up on the portal, but seems to be no way from the Portal side to attach multiple files to a comment.

    portal-showing-2-files.pngCRM-side-2-files.png

  • Community Member Profile Picture
    on at

    Hi,

    In CRM, you can add multiple notes in the one portal comment, but one note has only one file attachment.

    It looks as if a portal's comments support multiple files, when in fact it shows multiple notes.

  • TarrasQ Profile Picture
    57 on at

    From my previous screen shot.

    Yellow highlighted button will create a blank portal comment, but allow multiple notes (files) attached.

    Via the Blue highlighted method, will create a portal comment with the description you add, add create a note with the 1 file.

    Doing some basic research, seems like the blue highlighted add file control is missing this bit of code

    multiple="multiple"

    Doing some client side editing on the control, I added that property, and it allowed me to create a portal comment and add multiple files.

     pastedimage1664224854395v1.png

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