Microsoft Dynamics CRM (Archived)

How to add file browser field in CRM entity form

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Posted on by sandeepstw

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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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Community Member on at

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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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Alagunellaikumar 6,212 on at

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Hi

Only way is you have to use webresource

mahenderpal.wordpress.com/.../adding-attach-file-button-on-custom-activity-type-entity

mscrm2011fileupload.codeplex.com

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Alagunellaikumar 6,212 on at

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Hi

Please refer URL below to upload attachment in CRM

msdn.microsoft.com/.../gg328429.aspx

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Varadarajan_84 on at

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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.

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sandeepstw 4,601 on at

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Yes, I am adding using web resources.

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Community Member on at

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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.

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