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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Cannot preview pdf documents in Timeline in Cases

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Posted on by 39
Hello,
 
it has been a few days now but users cannot preview pdf documents anymore in the Case timeline. They now need to download the document and then see it.
 
Any idea why this is happening and what a fix/workaround would be?
 
  • FM-22040757-0 Profile Picture
    FM-22040757-0 39 on at
    Cannot preview pdf documents in Timeline in Cases
    Thank you Amit for your help.
     
    In the end for some emails it works and for some it does not. For those that do not work, we are automatically sending them out so most probably there is a setting in our code that creates the issue(probably these are sent as inline attachments).
    I have flagged your first reply as the fix,
    Best regards
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,203 Super User 2025 Season 1 on at
    Cannot preview pdf documents in Timeline in Cases
    May be but can you download the files which are not opening and try to use as attachment for new email and then check.
     
    Ideally this should not be the case.
  • FM-22040757-0 Profile Picture
    FM-22040757-0 39 on at
    Cannot preview pdf documents in Timeline in Cases
    Actually in the same timeline there are multiple emails. I noticed that for some the preview works.
    For the ones that work I can see then like this
     
    for the ones that do not work in preview and have to be downloaded it looks like this
     
    could it be something related to how the attachments are added to the email?
     
    Thanks
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,203 Super User 2025 Season 1 on at
    Cannot preview pdf documents in Timeline in Cases
    Have you tried for some other entity timeline?is it same behaviour ?
     
    and also have you tried with some other PDFs ?
  • FM-22040757-0 Profile Picture
    FM-22040757-0 39 on at
    Cannot preview pdf documents in Timeline in Cases
    Hi Amit.
     
    The setting was already on on my Forms. I have a few Apps and I checked in all of them and they were On.
     
    I also unchecked the option and published the App. Then checked it again and published and I still download instead of preview.
     
    I have done this for a timeline that has both pdfs and png files and same result.
     
    For pdfs no matter how the checkbos is I download the file all the times.
     
    For the png, if the setting is on, the preview window pops up (but without showing me the preview) and gives me the option to download the file.
    When the checbox is off I download directly the png.
     
    Could it be a setting at the environment level?
     
    Thanks
  • Verified answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,203 Super User 2025 Season 1 on at
    Cannot preview pdf documents in Timeline in Cases
    Hello User,
     
    Check out this setting on timeline control.

     
    Thank you,
    Amit Katariya

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