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Sumaira
Post Prodigy
Post Prodigy

You don't have the appropriate permissions in portals

Hello Community Experts,

There is an issue while trying to add document section on the account form

I followed the below helpful links to add documents section in portals

I should be adding document section on the account form

http://benitezhere.blogspot.com/2018/11/sharepoint-document-management-for-dynamics-365-portals.html

https://docs.microsoft.com/en-us/powerapps/maker/portals/manage-sharepoint-documents#step-3-enable-d...

I followed as it is, but since my entity is account, Am I doing any mistake here that I'm getting the below error?

I have attached the entity permissions forms i have created below

 
 

Kindly Guide

Best Regards,

Sumaira Noor

12 REPLIES 12
OliverRodrigues
Super User II
Super User II

there is no attachment in your post

 

did you create the Entity Permission? for the notes

it is usually an entity permission with the scope as Parent, and the parent permission is your main one (account in your example)

 

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Power Apps Portals Super User


Oliver Rodrigues


 

@OliverRodriguesThanks a lot for the response

I had added the screenshots, not sure why it didn't get uploaded

P3.PNGP4.PNGP5.PNGP6.PNG

I have created the above permissions for my account @OliverRodrigues please please guide

Best Regards,

Sumaira Noor

by the first snapshot it looks like you are having an issue before the SharePoint integration

 

what's the URL you are trying? maybe there is an issue with the page or the record ID?

is that an Entity Form within a Web Page ?

 

------------

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Power Apps Portals Super User


Oliver Rodrigues


 

@OliverRodrigues thanks a lot for the response 

Before and after sharepoint integration it is not showing any error 

 

But if I try to enable entity permissions it is showing that error 

 

Also yes it is an Entity Form within a Web Page 

 

Kindly guide 

Best regards

Sumaira Noor 

 

a few things you can check

 

are you sure the record ID you are passing via query string is correct?

how do you get to the page? what is the URL (you can remove the portal name leaving just xxxx.powerappsportals.com/mypage/id=123

do you have appropriate entity permissions?

is the entity form mode insert/edit/read-only?




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Power Apps Portals Super User


Oliver Rodrigues


 

@OliverRodriguesThanks a lot for the response

Below is the URL

https://xxxxxxx.powerappsportals.com/myaccount/

Form is in edit mode and i have entity permissions

If you could please guide me it will be really helpful @OliverRodrigues 

Best Regards,

Sumaira

thanks for the information

 

is "myaccount" an entity form for the contact entity? if yes, is the "record source type" set to Current Portal User?

 

if your entity form is pointing to a different entity, by the URL it explains why you are getting the error message "your record cannot be found"

basically if you have a web page with an entity form (edit), the Portals is expecting an existing record GUID for your entity

but according to your URL, you don't have any ID there.. that's why you are getting the error

 

how to you get to that page? is there an Entity List before reaching there? or a direct link? 

 

sorry for all the questions.. I am just trying to understand a bit more your scenario in order to help




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Power Apps Portals Super User


Oliver Rodrigues


 

@OliverRodriguesthanks a lot for response

 

is "myaccount" an entity form for the contact entity? if yes, is the "record source type" set to Current Portal User? - myaccount is an entity form for account entity

 

if your entity form is pointing to a different entity, by the URL it explains why you are getting the error message "your record cannot be found"

 

basically if you have a web page with an entity form (edit), the Portals is expecting an existing record GUID for your entity

but according to your URL, you don't have any ID there.. that's why you are getting the error

 

how to you get to that page? is there an Entity List before reaching there? or a direct link? 

- I get through that page as shown below i should switch between business and personal

P7.PNG

 

sorry for all the questions.. I am just trying to understand a bit more your scenario in order to help - No problem @OliverRodrigues I'm glad that you are trying to help me out

 

Best regards,

Sumaira Noor

thanks for the answers.. but there are a few key elements here you should understand

 

an Edit form is expecting an ID.. in your case the Account record ID, basically the Portals can't update a record if it doesn't know which record is

so when you created this business/personal tab, are you passing an ID between them? what's the ID of the account you want to update? 




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Power Apps Portals Super User


Oliver Rodrigues


 

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