Add new field document type (dropdown) in Notes entity

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Posted on by DivyaBharathi

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I have a requirement that user should have an option to select the document type ex.educational,employment etc and then add the attachment.so the type should be linked with the notes attached.

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RaviKashyap 55,410 Moderator on at

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Hi Dicya,

Notes entity is not available for customization so you can't add any field on thsi entity. I had the similar requirement and I achieved it by creating a custom entity "Documents" with some fields like Document Type, Document Name etc and enabled notes for that entity. And then I used this entity as a child entity to upload documents instead of using teh Notes directly.

Hope this help.

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Dynamics365 Rocker 7,755 on at

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You can add field in customizable and custom entities.

Note is system entity hence you can't add field.

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DivyaBharathi 245 on at

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Hi Ravi i have created new custom entity with document type and enabled notes section for it .Kindly let me know how to add the custom entity as child entity in opportunity form

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Arun Vinoth 11,615 Moderator on at

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Create a new relationship (1:N) between opportunity & custom entity. Or go to custom entity & create a new lookup field of Opportunity entity - this will create the needed relationship.

Then you can insert the subgrid of custom entity in opportunity form.

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