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Add Attachment to Web Form in Portal

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Posted on by Community Power Pla...

Hey, I'm currently working with web form and I would like to attach a PDF file in it. I've searched the way and it all has something to do with adding note to entity metadata. However I am using web form and I have no clue on how to achieve that. Any help will be very much appreciated, Thank You!

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Power Apps portals

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edtroit 63 on at

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Hey @Anonymous,

In the portal management app click Web Forms > select the web form you're working with > navigate to the step of the form you need > click related > Click Metadata and then you can add the note metadata you are looking for.

I highly reccomend @nhayduk's youtube channel, it has been priceless for my learning experience thus far with portals.
Here's his video talking about Note Form Metadata
https://www.youtube.com/watch?v=xouU6mj42yA&list=PL5dtzuEgjWgm0Xlk5IfDr4D3-4D9KWYc1&index=41

Cheers

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Community Power Pla... on at

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Hey, @edtroit . Thanks for the direction and video. I have followed the instruction and able to add the metadata note, however the attachment is still not showing up.
is there any step that i'm missing?

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H V 1,510 on at

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Hi @Anonymous
Did you create the Entity Permission for Notes?
Did you clear the cache?

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Community Power Pla... on at

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Hey @hardikv , am I supposed to create entity permission for the note? because i can't seem to find entity permission for the note when i edit the note.

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H V 1,510 on at

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Hi @Anonymous

Yes you need to create entity permission for the notes.
Below link will help:
https://www.google.com/amp/s/www.cloudfronts.com/configure-notes-on-entity-in-d365-portal/amp/

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Community Power Pla... on at

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Can I access form editor when I'm composing web form or I don't have to?

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justinburch Microsoft Employee on at

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Hi @Anonymous,
Just making sure: you want this PDF to be visible to all users on every web form, or on a particular web form record? The steps explained by the others are how you would add a PDF to a specific web form as an attachment.
If you want the PDF to be available to all others (e.g. an instructional doc), you would just make it a Web File and add a hyperlink.

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Community Power Pla... on at

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Hey @hardikv , I can't seem to access this editor, I'm stuck on portal because I am not using crm at the moment. Is there any way I can add note section to my web form using portal management? Thank you

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