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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to show downloadab...
Microsoft Dynamics CRM (Archived)

How to show downloadable file attachments from Notes in Portal?

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Posted on by Ashish Moradiya 515

Hello,

I want to show downloadable files attached in note section in portal. For e.g.

I have account record with some file attached in note section like below snapshot:

Dynamics365.png

I configured my portal to show entity form of Account entity, especially showing notes under Timeline section. but it doesn't shows attached file. see image below:

PortalResult.png

[Note:  I have tried to restart portal several times, but no luck :( ].

Anyone know the solution. 

Thanks in advance,

Ashish

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  • Suggested answer
    Summer Garg Profile Picture
    Summer Garg 585 on at
    RE: How to show downloadable file attachments from Notes in Portal?

    Hi All,

    Want to Configure Upload/ Download/ Edit/ Delete the Notes/Document from Portal :

    crmhub.blogspot.com/.../upload-document-working-with-notes-upload-download-Edit-Delete-document-from-D365-portal.html

  • Community Member Profile Picture
    Community Member on at
    RE: How to show downloadable file attachments from Notes in Portal?

    Hi,

    yes i am also doing R&D for Delete, Edit, Add Notes, things but not achieved somewhere missing functionality. if you got, please back me...//

  • Community Member Profile Picture
    Community Member on at
    RE: How to show downloadable file attachments from Notes in Portal?

    Just found the answer to my question above.  In order to show the delete action ( or any other action) I had to go on the web form step and check "enable entity permissions"

  • Community Member Profile Picture
    Community Member on at
    RE: How to show downloadable file attachments from Notes in Portal?

    Thank you.  Yes, I didn't have the entity permission set for the Notes entity.  As soon as I set it to the web role, it worked.  
    Now, I have another issue.  I am trying to allow the portal user to delete a note.  I went under "metadata" on the webform and added a record for the Note to allow delete.  However, it doesn't show anything different.  I can view the files but can't delete them.

  • Inogic Profile Picture
    Inogic 639 on at
    RE: How to show downloadable file attachments from Notes in Portal?

    Hi Ashish,

    Kindly provide the entity permission for Note(Association) entity to the associated logged in contact user and even for the anonymous user.

    Thanks!

  • Community Member Profile Picture
    Community Member on at
    RE: How to show downloadable file attachments from Notes in Portal?

    one more observation is you should create Entity permissions for Note entity(chilled) and as well as parent Entity.

  • Community Member Profile Picture
    Community Member on at
    RE: How to show downloadable file attachments from Notes in Portal?

    Hi All,

    please check Entity Permissions Append and Append to, need web roles also, then we are download files, my end it's working fine..

  • Community Member Profile Picture
    Community Member on at
    RE: How to show downloadable file attachments from Notes in Portal?

    I am also having the same issue.  The file displays find in Dynamics on the entity form but on the portal, I get "Not Found" when I click on the file link.

  • Community Member Profile Picture
    Community Member on at
    RE: How to show downloadable file attachments from Notes in Portal?

    yes correct, but are you find any solution on that....because facing same issue

  • Community Member Profile Picture
    Community Member on at
    RE: How to show downloadable file attachments from Notes in Portal?

    Hi ashish , where you able to solve this issue? I have the same problem. I need to display a file that is downloadable in portal.

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