Configure notes as attachments for entity forms - Missing "Attach a File" option

 Background & Problem :

I was exploring the Power Portal for the first time, Portal was newly configured. I was trying my hands on Entiry forms and tables. While setting up the form, I came across weird issue of 'Attach file' option not visible. Although all the settings applied correctly as mentioned in Microsoft Documentation: Configure notes as attachments on entity forms and web forms for a portal - Power Apps | Microsoft Docs

Followed all the steps of adding metadata, additional settings, enable entity permission and all the required mentioned settings, still something was missing due to that was not able to see the notes attachemnt on form. 

Solution:

After spending couple of hours, got hint from Dynamics CRM, that applies here as well. If we want to enable notes attachment, have to add the entity permission specific for Notes Entity as well, along with the table/entity you created.

Steps:

1.  Portal Management -> Security -> Entity Permission

2. Create a new Entity Permission.

3. Name: Give the name of permission. <Notes Entity Permission>

4. Entity Name: Select Note entity.




5. Website: Select website on which you are working.

6. Scope:  Select Global Scope and checked all check-boxes.



7. Add web role here for this Entity Permission. The Web Role associated to the Portal should also be associated with this Entity Permission. 


8. So at the entity permission section, there will be two permissions entry. one for your entity and one for notes



Now Check in portal. Hope you are able to see "Attach a File" option as shown in below Screenshot.





Conclusion: If your portal is newly configured and entity permission has not been set for Notes then you first need to add that along with the all steps mentioned in Configure notes as attachments on entity forms and web forms for a portal - Power Apps | Microsoft Docs


Hope this piece of information will save your time!

Comments

  1. AnonymousJanuary 24, 2022 at 7:09 PM

    A Las Vegas Casino Coupon (2) | December 2021
    › › Casino › › Casino Check out 카지노 our current discount code for a great gaming experience, to the first 2,5%, and then 4, at 온카지노 Red Rock Casino, we do a jeetwin promotion on any given day,

    ReplyDelete
  2. AlexanderMillOctober 9, 2024 at 10:41 PM

    To enable the "Attach a File" option HostMyCode for notes on entity forms, ensure that the "Enable attachments (including notes)" setting is turned on in the form settings.






    ReplyDelete

Post a Comment

Popular posts from this blog

Search Result Webpart,Filter result If QueryString is present in URL

Image
There was a requirement to filter the search result based on QueryString present in url, and if no QueryString present then should populate all the results. Issue was simple to resolve if every time there is QueryString present, then below Query will do the job. Below filtering the result by checking managed metadata property equals the query string value. Above query was filtering the result based on QueryString given in URL. However it fails if there is no QueryString present in url.  "No result found" message appear. Ideally should populate all the results. And filter should be optional in query for this scenario. So I need to modify the query and to add some condition like, if QueryString present then check managed metadata property equals the query string value, else no. To achieve this, there is syntax  {searchboxquery} {? <some KQL expression> } , If MyParameter querystring is not present in URL,  then just first part of KQL query wi...
Read more

SharePoint 2013 Workflow gets canceled automatically

Hi, I was struck with the error of Workflow gets canceled automatically. Scenario was : A new SP 2013 installation, one server with SP, WF, etc and the other is simply SQL Server. Went through the installation steps for Workflow including the powershell bits. In designer, I am able to create a simple workflow and select 2013 as the type. When the workflow is run, is shows internal status is canceled and has the following error text below. RequestorId: 55c6990b-c4a6-352c-4a5b-449fc1aecac4. Details: System.ApplicationException: HTTP 401 {"x-ms-diagnostics":["3001000;reason=\"There has been an error authenticating the request.\";category=\"invalid_client\""],"SPRequestGuid":["55c6990b-c4a6-352c-4a5b-449fc1aecac4"],"request-id":["55c6990b-c4a6-352c-4a5b-449fc1aecac4"],"X-FRAME-OPTIONS":["SAMEORIGIN"],"SPRequestDuration":["61"],"SPIisLatency":["1...
Read more

Permission denied for "Add and Customize Pages" in Sharepoint Online

Image
Problem: I have created root site in SharePoint Online, weird problem I started facing is being a site administrator I was not able to customize the page/ upload the any page or master page. As in image below, for some reason I am set as Deny to "Add and Customize Pages". The problem is related to 'Scripting Capabilities' being turned off by default for the root site collection in Office 365. I found some article on community: https://support.office.com/en-us/article/Turn-scripting-capabilities-on-or-off-1f2c515f-5d7e-448a-9fd7-835da935584f?ui=en-US&=amp&rs=en-US&ad=US It mentions that turning on scripting through the Sharepoint Admin Settings and wait around 24 hours. However, this did not work for me. still the issue was there. Following lines of script did a trick. Solution: Connect-SPOService -Url https://<yoursitename>-admin.sharepoint.com -credential <admincredentials> Set-SPOsite https://<your root site ur...
Read more