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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Notes/Attachment Not s...
Microsoft Dynamics CRM (Archived)

Notes/Attachment Not showing up on an Entity

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Posted on by BrookTadesse 51

Hello,

Notes/attachments are not showing up on form despite selecting setting on the entity.

I have put a check mark next to the Notes setting on an entity's main settings page as pictured below. But, the Notes/Attachments are not showing up on any of the forms. I am not sure what I am missing. Any ideas on what else to check?

pastedimage1566564136963v2.png

pastedimage1566564153360v3.png

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I have the same question (0)
  • Gillcelt Profile Picture
    Gillcelt 97 on at

    I am not 100% but you may have to check the Activities on the entity, I think the Notes are displayed with Activities in a sharing Tab on the form.

  • BrookTadesse Profile Picture
    BrookTadesse 51 on at

    I have another entity where the notes/attachments are showing up and the Activities setting is not checked.

    Any other ideas?

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,892 on at

    Hi partner,

    You need to add the Timeline component to the form.

    Go to the form editor and find the Timeline under the INSERT tab in the command bar. Click on it to add it to the form.

    3438.PNG

  • Verified answer
    Inogic Profile Picture
    Inogic 748 on at

    You need to add Timeline to the form from insert tab as shown in below screenshot. Save and publish the changes.

    6675.Entity.jpg

    Hope this helps.

     

    Thanks!

  • Suggested answer
    BrookTadesse Profile Picture
    BrookTadesse 51 on at

    THAT WORKED! 

    Thank you. 

  • Suggested answer
    Kalpavruksh D365 CoE Profile Picture
    Kalpavruksh D365 CoE 2,545 on at

    Hi,

    Mostly when we check the option “Notes (includes attachment)” in the entity main page Note automatically added to the form. But if its not showing then you need to add it.

    Go to the Form editor -> INSERT tab ->Timeline click on it to add in the form.

    1067.MicrosoftTeams_2D00_image-_2800_10_2900_.png

    On entity form Note option will display under Timeline after saving the record.
    4682.MicrosoftTeams_2D00_image-_2800_11_2900_.png

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