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Dynamics 365 Community / Forums / Finance forum / Attachments not displa...
Finance forum

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

I have the same question (0)
  • Suggested answer
    Khurshid Wali Profile Picture
    928 on at

    Hi Amol,

    Try giving access to underlying tables.

  • Amol@ Profile Picture
    282 on at

    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
    Sukrut Parab Profile Picture
    71,735 Moderator on at

    Try using DocumentHandlingEssentials privilege in your role .

  • Amol@ Profile Picture
    282 on at

    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

  • Sukrut Parab Profile Picture
    71,735 Moderator on at

    Did you syncronize after making security changes ?

  • André Arnaud de Calavon Profile Picture
    304,154 Super User 2026 Season 1 on at

    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.

  • Amol@ Profile Picture
    282 on at

    yes i did synchronize the role from security Configuration.

    Below is the Screenshot for the reference.

    42564.1.png

  • Amol@ Profile Picture
    282 on at

    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

  • Verified answer
    André Arnaud de Calavon Profile Picture
    304,154 Super User 2026 Season 1 on at

    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?

  • Suggested answer
    Amol@ Profile Picture
    282 on at

    Hi,

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

    Thanks & Regards,

    Amol

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