Add Attach File additional settings in Entity Form in Portal in Dynamics 365


For attaching files along with an entity form through the portal, we can make use of the Add Attach File section in the Additional Settings tab of Entity Form.

For e.g. in the below Contact Us form, we have checked Attach File check box which basically add the File Control to the web page in the portal.

Allow Multiple Files lets the user attach multiple files. Label would be the label for the control.

Attach File Required option makes attaching a file mandatory and the Required Error message shows the associated error message.

Attach File Save Option– Notes i.e. files are stored as attachment to notes.

Let us see how the settings effects the display and functionality in the Portal.

Attach File label with required symbol à

Clicking on Submit without attaching a file à

Attaching multiple filesà

Clicking on Submit after entering all the required fields à

Opening the lead record inside CRM shows the attachments added to the notes à

Hope it helps..

Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

10 thoughts on “Add Attach File additional settings in Entity Form in Portal in Dynamics 365”

  1. One thing that bothers here is the *WEB* is added for every note added from the portal. So in whenever I want a note to be added from the CRM and display it on portal, approach is not direct. I have to add the prefix

    Like

  2. When im trying to do this the attach files looks completely different. I dont get a choose file, i get a browse butten. but you have to shift select all the files to upload, you cant attach them one at the time.
    I do not understand why have have made it this way.
    Surely it should have the option to attach, and then you can it document attached and have a list of attached documents.

    Like

  3. I’m impressed, I have to say. Really rarely do I encounter a weblog that’s both educative and entertaining, and let me tell you, you’ve gotten hit the nail on the head. Your concept is outstanding; the difficulty is one thing that not enough individuals are speaking intelligently about. I’m very joyful that I stumbled across this in my search for one thing referring to this.

    Like

  4. Hey When I click on the attached file, it says File Not Found,
    Is there any other setting we need to do.

    Thanks,
    Indika

    Like

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