The new attachment control allows users to upload , download, delete, and view attachments that are added to a table through notes or emails or directly (for Case Table).
Below we have 2 attachments added to the case record.
We can see both the attachments there in the Attachments control along with an additional attachment directly added (Direct Upload) .
We can perform a search as well as change the view.
The Tile view –
The Delete option is only available in the case of files directly uploaded not the ones showing up from notes / emails.
For the Case table, the table column property is mapped to the Pre Create Entity Attachments Id field, which allows uploading attachments even before saving or creating the case record. (This is only available for the Case table)
Below we have uploaded attachments to a new case record.
We can add the Attachment Control to other tables as well.
Below we are adding it to the Contact form.
For tables other than Case, it can only be used to View the Attachments, we do not get the option to upload there.
Get all the details here
Due Open Activities Control – https://nishantrana.me/2023/05/09/due-open-activities-control-dynamics-365/
Notes Control – https://nishantrana.me/2023/05/10/notes-control-dynamics-365/
Hope it helps..
4 thoughts on “Attachment Control – Dynamics 365”