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Download an attachment from a note

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Posted on by Straham7 16

Hello all,

 

I have a configured form that will accept data from the user.  Upon submitting the data, two things will happen:

 

1. A Flow will run in the background that generates a document based on the data and attaches that document as a note to the newly-created record.

2. The user will be redirected to a page that shows the notes of the aforementioned created record.

 

As it stands, the user will see that the note is shown on the redirected page.  However, the user cannot download the note's attachment.  Is there a way to configure this table so that a user may download an attachment from a note?

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  • domliu37 Profile Picture
    domliu37 314 Super User 2024 Season 1 on at

    Hi @Straham7 ,

     

    1. The user need to have the table permission to download the note, Read privileges is sufficient. 

    2. Display the note on the protal. Configure the form to add timeline, then add via Basic form or Multiple Step Form

    3. (optional) You can add Note metadata, that will give you more options for example enable create/edit/delete

    4. The note description has to be *WEB*, please check your site settings 'KnowledgeManagement/NotesFilter' (The Prefix entered here will be used to filter Notes Text, allowing you to control notes exposed on the Portal ex: *WEB*)

     

    I hope this helps,

     

    Cheers,

    Dom

     

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