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KD203
Helper II
Helper II

form notes.

Hi all!

I'm trying to turn on attachments for an entity form, but i'm either missing something or doing something incorrectly, because it doesn't appear.
Here are the setting in entity form:

attachments.png

 Here are the entity forms metadata:

metatada.png

 Help would be greatly appreciated.

1 ACCEPTED SOLUTION

Accepted Solutions
hardikv
Memorable Member
Memorable Member

Hi @KD203

Did you create the Entity Permission for Notes(annotations) entity? 

If yes, Did you clear the cache?

If not, follow below steps:

 

  • Read, Write, Create, Append, and Append To privileges for the Annotation entity with the scope as Global. This entity permission must be associated with a web role for the user.

  • Read, Write, Create, Append, and Append To privileges for the entity that has the Notes control enabled in it. For example, Account, Contact or Lead entities that show notes on their entity forms. The scope should be set to Global. This entity permission must be associated with a web role for the user.

     

     

     

     

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4 REPLIES 4
hardikv
Memorable Member
Memorable Member

Hi @KD203

Did you create the Entity Permission for Notes(annotations) entity? 

If yes, Did you clear the cache?

If not, follow below steps:

 

  • Read, Write, Create, Append, and Append To privileges for the Annotation entity with the scope as Global. This entity permission must be associated with a web role for the user.

  • Read, Write, Create, Append, and Append To privileges for the entity that has the Notes control enabled in it. For example, Account, Contact or Lead entities that show notes on their entity forms. The scope should be set to Global. This entity permission must be associated with a web role for the user.

     

     

     

     

--------------------------
If you like this post, give a Thumbs up. Where it solved your query, Mark as a Solution so it can help other people!

justinburch
Microsoft
Microsoft

Hi @KD203,

Are notes (Timeline) added to the form being used in your Entity Form, and have you setup appropriate Entity Permissions?

justinburch_0-1599585593782.png

 

hi @hardikv  , and thank you!

I thought those permissions only had to be done to the entity which has notes enabled, and not the notes entity also.

gisingh
Microsoft
Microsoft

Create entity permission for Notes(Annotation) entity and assign required webrole to it.

https://docs.microsoft.com/en-us/powerapps/maker/portals/configure-notes#assign-entity-permissions.

 

 

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