So, I can't for the life of me figure out how to add my attachments as a control to my form.
I have a CDS Entity that has the attachments option enabled. I'm editing my form (by going to make.powerapps.com, then going to Data > Entities > [My Entity] > Forms > [My "Main" Form]). However, nowhere am I seeing an option to add attachments. I've found a bunch of videos and tutorials on the subject, but none of them resemble my environment.
I also tried using create.powerapps.com/studio (thinking "studio" had more options), but I can't load my form using that interface.
What am I missing??
Thanks
Christine
Solved! Go to Solution.
Hi @xChristine7714,
This is by design. Since Notes are a child record of the Parent record, you cannot add NOTE until the parent entity is saved.
You had to first create the record before you could add a note, activity or any other record to it. You have to save a new record to the database before adding related records to it.
Please refer to the following screenshot when you Edit the record.
Sik
Hi @xChristine7714 ,
Besides using Notes Entity to store attachments, there aren't really any good out of the box solutions to your problem.
What I would recommend is integrating SharePoint with the model-driven app in order to manage your documents. This enables you to store and manage documents on SharePoint in the context of a CDS Entity record. Reference: https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/add-documents-tab-entity-main-for...
Hope this helps.
Sik
Hi, thanks for the reply. btw, what is Notes Entity?
Hi @xChristine7714 ,
When you enable the Notes and Attachments feature of Entity, the entity is automatically related to Annotations/Note entity, where you can save Note or attachments.
Try to add a Timeline control in the form, and then you will be able to upload Notes and Attachments into Note entity, related to the current From record.
Sik
Hi, so we added a Timeline control, but the attachments interface isn't showing up. In designer, it says "This record hasn't been created yet. To view this record, save it to your timeline." I'm not sure how to do that. In the actual portal, it says "There are no notes to display."
Hi @xChristine7714,
This is by design. Since Notes are a child record of the Parent record, you cannot add NOTE until the parent entity is saved.
You had to first create the record before you could add a note, activity or any other record to it. You have to save a new record to the database before adding related records to it.
Please refer to the following screenshot when you Edit the record.
Sik
You can't add a note/attachment to a record until you save the record??
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