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Catherin
Level: Power Up

Add attachment from timeline section on custom entity from PowerApps Portals

Hi,

 

I have requirement to Add attachment from Notes section of an custom entity from PowerApps portals.

I have enabled the entity for attachments and added notes section in the form. I can add attachment from notes section from the model driven app but same shows "No Notes to display in Portal".

Scope of entity form is set to global.

 

Can anyone sugeest how can i upload attachments from portals.

 

Thanks in Adv. 

2 REPLIES 2
Community Support Team
Community Support Team

Re: Add attachment from timeline section on custom entity from PowerApps Portals

Hi @Catherin ,

 

Could you please share a bit more about your scenario?

Do you want to add an "Attachment upload" option within the Entity form of your Model-Driven app?

 

If you want to add a "Attachment upload" option within the Entity form of your Model-Driven app, I afraid that there is no way to achieve your needs in PowerApps currently.

Currently, within PowerApps, the "Attachments upload" option/functionality has not been supported within Model-Driven app.

 

If you would like this feature to be added in PowerApps, please submit an idea to PowerApps Ideas Forum:
https://powerusers.microsoft.com/t5/PowerApps-Ideas/idb-p/PowerAppsIdeas

 

Regards,

Mona

Community Support Team _ Mona Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Yogesh_Gupta
Level: Powered On

Re: Add attachment from timeline section on custom entity from PowerApps Portals

@v-monli-msft Attachment upload IS supported in portals.

@Catherin You might be missing few steps to enable notes.

 

You should check below things:

1. In entity form settings, have you enabled the attachment options?

Refer to image A

 

2. In the actual form, have you set the activities default tab as notes?

Go to form designer -> Switch to classic -> Notes control properties -> In web client properties, set default tab as notes

[refer to image B]

 

3. Setup the entity form metadata for notes.

You can find the link here: https://docs.microsoft.com/en-us/dynamics365/portals/configure-notes

[The screenshots are of legacy webclient but it is same for UCI aka model driven app as well]

You can also refer to Image C attached

 

4. Now, most important step, have you provided appropriate permission to the webrole on notes entity?

For eg. If you want to enable attachment to the authenticated users, create an entity permission record, choose entity as notes, set the appropriate permissions here. That is referred in documentation above.

 

Do let me know if you have any more questions or does it solve the problem for you.

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