I have a PAP page that is open to the public to submit information, I need them to be able to attach a file. I have created permissions for all the tables and allowed Anonymous Users. I have tried on both a basic and advanced forms. but the file attach button simply never shows up. I have tried both azure and notes attachments as well.
I have watched tutorials and read documentation and the only thing different that seems to not be documented anywhere is that this form is Anonymous Users. every other portal I have done is authenticated and it always works.
does anyone have any idea what's needed different for Anonymous Users?
thank you everyone for your help, it seems it was a weird permissions issue, I deleted all the permissions and ten readded them identical to above and it worked.... no idea why. no other changes were made.
Thanks for your reply and sending me the link.
@abm Good morning. You don't need Automate. This upload to SharePoint is a free feature that's been available for years via Portal and Notes. You do make a great point as Automate is great for more complex uploads and file processing.
https://docs.microsoft.com/en-us/power-apps/maker/portals/manage-sharepoint-documents
Hi @pswider
Using Power Automate capability you can extract the attached notes and moved to SharePoint. That's another option but it need some extra work to achieve this. But still you have issues about scanning the files. If you utilise the Azure blob storage you can configure the Microsoft defender for storage.
Configure Microsoft Defender for Storage - Azure Storage | Microsoft Docs
The challenge with this particular product is the codebase (D365 Portals) is widely deployed across mission critical federal and state government so changes are painful. Perhaps they should have "cut the cord" and created something new for Pages.
File upload with notes is a great example of a feature that needs updating but might cause existing customers pain. My .00002 🙂
@ragavanrajan @pswider if we are talking about the standard SharePoint integration, a colleague of mine previously found an issue if it was configured for Anonymous - I can't remember the details but from memory its was something like being able to change/hack the query/view url and pull docs that you would think they shouldn't have access to, but it was due to one of the records needing Global read and so technically the security model was doing what it was allowed to do.
SharePoint integration is a checkbox. It's gotten much easier.
Don't get me wrong. I understand it's embarassing that we're still using notes to upload files to a portal. I shouldn't be defending this. It's been like this for over five years. It's undefensible.
@pswider you can also add Virus Scanning to Azure Blob - but its not there by default, and you have to then also consider about what happens when a malicious file is found (think this is asynchronous and so a portal user walks away thinking they have successfully uploaded).
Hi @pswider
You can configure it to SharePoint if you want. The recent release allows you to upload it to DV.
Hope it helps.
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@Fubar The file upload can be configured to upload files to SharePoint, not DV. Correct? I know we can do this with D365 and Power Portals.
Also, correct me if I am wrong, but I believe we can scan for viruses in SP.
Would be great to hear your thoughts. Thanks!
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