Restrict attachment file type for specific entity in crm

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Posted on by Dhiraj Raghuvanshi

Hi All,

I have a requirement where i need to restrict file type for specific entity in notes for e.g. i have three entities contact,account and customer entity so in contact entity user should upload only .doc file and in account entity user should upload only .pdf file and in customer entity user should upload only .txt file.

So how do i achieve this requirement for different different entity

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Community Member Microsoft Employee on at

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RE: Restrict attachment file type for specific entity in crm

Thanks, Scott. Will check the reference you sent and keep you posted.
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Emre GULCAN 2,379 on at

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RE: Restrict attachment file type for specific entity in crm

Hi,

You can use "objectid" attribute, this is "EntityReference" and has "LogicalName" property.
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M.Azwar Alam on at

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RE: Restrict attachment file type for specific entity in crm

Please regarding object Id type

Mark answer as verified if it works for you
Dhiraj Raghuvanshi 45 on at

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RE: Restrict attachment file type for specific entity in crm

thanks for answer....

we did it already .....but How do we find particular entity at a time of creation of note?
ScottDurow 50,177 on at

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RE: Restrict attachment file type for specific entity in crm

You would need to write a plugin on create of the annotation entity and throw an PluginExecutionException if the types do not match. See msdn.microsoft.com/.../gg328490.aspx