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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ScottDurow 21 on at

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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

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Dhiraj Raghuvanshi 45 on at

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thanks for answer....

we did it already .....but How do we find particular entity at a time of creation of note?

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M.Azwar Alam on at

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Please regarding object Id type

Mark answer as verified if it works for you

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Emre GULCAN 2,379 on at

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Hi,

You can use "objectid" attribute, this is "EntityReference" and has "LogicalName" property.

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Community Member on at

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Thanks, Scott. Will check the reference you sent and keep you posted.

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