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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / WEB FORM- Attachment I...
Microsoft Dynamics CRM (Archived)

WEB FORM- Attachment Issue

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Posted on by Indra Tata 110

Hello guys,
I'm using web form steps for multiple attachments. When I move to next tab and come back to the previous tab, the attached file is missing. Even I created the web form as the session on load option true. From one to another tab how can I keep the attached file? please help me to figure it out.

Thank You,

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  • jestuder Profile Picture
    jestuder 158 on at

    I reached out to one of our functional consultants that ran into this issue.  She switched to using timelines and it solved the issue and makes it easier to manage.  Here is a link explaining it step by step:

    community.dynamics.com/.../dynamics-365-portals-display-activities-with-timeline

  • Verified answer
    Arpit Shrivastava Profile Picture
    Arpit Shrivastava 7,518 User Group Leader on at

    Hi Indra,

    If you are using Web Form 'Attach File' feature on Portal. I think you will not able to view the uploaded file unless you expose the Notes on the portal. (if you have opted Notes as a storage location).

    Better to expose Notes on Portal so that you can see the uploaded files and comments as soon as you upload it from the portal.

    Please mark it verified. If you able to resolve your issue.

    Cheers

    Arpit

    https://arpitmscrmhunt.blogspot.in

     

  • Indra Tata Profile Picture
    Indra Tata 110 on at

    Hello James Studer,

    Thanks for your suggestion. But my case is different, I have different web form steps in a web form.

    1.  I Attached a file in web form step1

    2. I moved to web form step2

    3. I move back to web form step 1 and the attached file is not showing where I need to browse and add file again

    This is the problem I am facing in multi-file attachment in WEBFORMS

  • Verified answer
    jestuder Profile Picture
    jestuder 158 on at

    Yes, what I provided does work as you stated.  We used the portal to build out a vary large questionnaire for a client.  The questionnare can be filled out by anyone associated with the account.  Using timeline allowed for multiple attachments to be attached and seen by anyone filling out the questionnare.

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