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Hi All,
I need to add file browser control in CRM entity form. Please let me know how can I do that?
Thanks
Sandeep
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Hello - Thanks for these instructions. I followed these steps, but somehow, the uploaded file does not "stay" with the record. My goal is for a file (say a .pdf) to be uploaded within the Entity Record. The file would be available from within the record for future consultation.
Thanks and Best Regards, Vic.
Yes, I am adding using web resources.
Hi Sandeep,
You can achieve this with the help of a Webresource
Let us Take Opportunity Entity as an example to add the Browse Button on the Form by using a
Web resource
1. Go to Settings -> Customizations -> Customize the System -> Under Components Expand
Entities -> Expand Opportunity -> Select Forms -> Double Click and Open Opportunity Main Form.
2. Click on Insert Tab and Click on Web Resource from the Ribbon.
3. Click on Web resource Lookup -> Lookup More Records -> Click New Button on the Bottom
Left Corner of the Form
4. Name = new_BrowseButton and Display Name = Browse
5. You can add any description for Example "This Webresourse will add a Browse Button to the
Form to add files"
6. Under Content -> Select Webpage (HTML) -> Set Language = "English"
7. Double Click on Text Editor and Click the Source Tab
Write the following script:
<html><head></head><body>
<input type="file" name="fileupload" value="fileupload" id="fileupload">
</body></html>
8. Click Ok
9. Click Publish
10. In the Add Web Resource Window Under General Tab Select the newly created Web resource
11. Under Field Name and Properties Give Name = "Browse" and Label = "File Upload"
12. Select the Formating Tab Under Layout -> Select One Column
13. Under Row Layout -> Number of Rows = "2"
14. Under Scrolling -> Scrolling = "Never"
15. Click Save -> Click Publish
Thanks.
Hi
Only way is you have to use webresource
mahenderpal.wordpress.com/.../adding-attach-file-button-on-custom-activity-type-entity
Hi Sandeep,
You can achieve this by creating the browse functionality in html.
Then adding it as webresource to CRM and you can include the webresource in your form.
Note:- You can use notes functionality in case your goal is to upload documents
Hope this helped.
Thanks
B. Phanidhar
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