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Anonymous
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'upload attachment' button disappeared from my portal form

My 'upload attachment' button disappeared from my portal form. Before this week,  every things are prefect and I can upload attachments from portal form to entity Note. However I just find my  'upload attachment' button disappeared from all of my portal form. I am sure I did not change anythings. If you launched any update??

 

BTW, some tutorials said I should set permission, but it still does not work. 

1 ACCEPTED SOLUTION

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Anonymous
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Re: 'upload attachment' button disappeared from my portal form

Thanks everyone, I got the solution finally. We have to set entity permission for both note and customer entity

View solution in original post

7 REPLIES 7
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Community Support
Community Support

Re: 'upload attachment' button disappeared from my portal form

@Anonymous 

 

Please refer this blog, follow steps and check if your issue is fixed.

https://crmhub.blogspot.com/2018/09/upload-document-working-with-notes-upload-download-Edit-Delete-document-from-D365-portal.html 

If it still doesn't work, please let me know.

Sik

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Anonymous
Not applicable

Re: 'upload attachment' button disappeared from my portal form

I follow the methods 1& 2. They does not work for me at all.

Can you see this upload button on your side?? Because this upload function worked for me before this week.

when I come back from my weekend, I found the button disappeared...

So I guess your company update something on weekend, which causing this bug???

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Anonymous
Not applicable

Re: 'upload attachment' button disappeared from my portal form

Spoiler
are you able to see this upload attachments control on your side??
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Anonymous
Not applicable

Re: 'upload attachment' button disappeared from my portal form

No

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Power Apps
Power Apps

Re: 'upload attachment' button disappeared from my portal form

@Anonymous - This is occurring because the entity form on which you have enabled upload attachment does not have entity permissions enabled. You will have to enable entity permissions on the entity form and ensure this entity permission associated with the corresponding role that provides your user the ability to append notes to the parent entity


This is per the recent portal update release 9.1.11.22


If a user doesn't have permission to save attachments no warning is shown and the form is submitted without attached file. After this release, if the user doesn't have permission to save attachments (permissions on annotation entity), then the attach file option will not be shown in Entity/Web forms. 

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Anonymous
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Re: 'upload attachment' button disappeared from my portal form

@sandeepd  I follow the https://crmhub.blogspot.com/2018/09/upload-document-working-with-notes-upload-download-Edit-Delete-d...

and added permission, but I still did not see that "upload file" button in either edit or insert mode.

the images attached show what I did in my portal. Do I miss to set something???

 

thanks for your reply.

Highlighted
Anonymous
Not applicable

Re: 'upload attachment' button disappeared from my portal form

Thanks everyone, I got the solution finally. We have to set entity permission for both note and customer entity

View solution in original post

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