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Attachments not displaying on custom form in D365

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Posted on by 282

Hello all,

I have customized form when i add attachments on this it's gets added but not displaying on attachment form.

when i see from admin users then i am able to see attachments.

So any one have idea for the same.

Thanks in advance,

Amol

  • Suggested answer
    Amol@ Profile Picture
    Amol@ 282 on at
    RE: Attachments not displaying on custom form in D365

    Hi,

    Issue is resolved by creating a new role same as Vendor External and only removed restriction for DocRef Table.

    Thanks & Regards,

    Amol

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,387 Super User 2024 Season 2 on at
    RE: Attachments not displaying on custom form in D365

    Hi Amol,

    If you have assigned the Vendor (external) security role, then there is a security policy active out of the box. This filters document attachments. Only documents with restriction External are visible for users with this role. I guess that they are creating document with restriction set to Internal currently?

  • Amol@ Profile Picture
    Amol@ 282 on at
    RE: Attachments not displaying on custom form in D365

    Hello Andre,

    I have develop new form and create role for the same. All the user can use attachment functionality of customized form but users have Vendor(External) role those users can add file from attachment button (Upper Right side icon) but not able to see the file.

    Any idea for the same.

    Regards,

    Amol

  • Amol@ Profile Picture
    Amol@ 282 on at
    RE: Attachments not displaying on custom form in D365

    yes i did synchronize the role from security Configuration.

    Below is the Screenshot for the reference.

    42564.1.png

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,387 Super User 2024 Season 2 on at
    RE: Attachments not displaying on custom form in D365

    Hi Amol,

    Can you decribe in more detail what you have customized? Did you create a new form or customized an existing one? What exactly do you mean with 'add attachments'? Did you create menu item links or a preview control? If you added controls, check if the property NeededPermission. This one might also cause your issue if it is set to e.g. Manual. Then you have to change it to Auto or add the form control with permissions to the security privilege or role.

  • Sukrut Parab Profile Picture
    Sukrut Parab 71,656 Moderator on at
    RE: Attachments not displaying on custom form in D365

    Did you syncronize after making security changes ?

  • Amol@ Profile Picture
    Amol@ 282 on at
    RE: Attachments not displaying on custom form in D365

    Hello Sukrut,

    DocumentHandlingEssentials privilege is there in my Role but still the same issue.

    Any thing else can we do to resolve the issue.

    Regards,

    Amol

  • Suggested answer
    Sukrut Parab Profile Picture
    Sukrut Parab 71,656 Moderator on at
    RE: Attachments not displaying on custom form in D365

    Try using DocumentHandlingEssentials privilege in your role .

  • Amol@ Profile Picture
    Amol@ 282 on at
    RE: Attachments not displaying on custom form in D365

    Hi khurshid ,

    Thanks for the reply,

    I have already added document handling related tables (Docuref,DocuValue,DocuTypes) in my privilage, but no luck.

    Regards,

    Amol

  • Suggested answer
    Khurshid Wali Profile Picture
    Khurshid Wali 922 on at
    RE: Attachments not displaying on custom form in D365

    Hi Amol,

    Try giving access to underlying tables.

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