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Advanced Form Note Attachment. Send Attachment to mail or similar by Flow.

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Posted on by Community Power Pla... Microsoft Employee

Hi there,

I am using a Power Portal Advanced Form Note attachment. This means a file can be uploaded in the form and is attached to the record and thus "Note" table as well.

How can I retrieve the document from the Note Attachment in a Flow; in order to send it to a email or similar? I cannot find the right Syntax or Variable to retrieve the File Attachment from the "Note" record.

Thanks for your help and Best,

Kadro

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Community Power Pla... Microsoft Employee on at

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Hi @Anonymous

I had similar requirements and here is what i did:

1- one the step that customers need (will) upload attachments as notes, add metadata with a certain flag, for example grab attachment (yes/no) default to no and it will change to Yes if customer pass this page (using metadata)

2-set the flow to be triggered if the grab attachment = yes, list all the notes that were created within the last 1 hour AND regarding the triggered record, add this to filter rows/filter query in flow

(Microsoft.Dynamics.CRM.LastXHours(PropertyName='createdon',PropertyValue=1))

3-use the note attachment to send email , use this example

https://community.dynamics.com/365/b/linn-s-power-platform-notebook/posts/send-email-from-dynamics-365-cds-with-attachment-from-notes-using-flow

let me know if that helps

Manar

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Community Power Pla... Microsoft Employee on at

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Hei Manar,

Thanks for your efforts. I didn't know such an attachment would be so difficult and time consuming to get. I would have to familiarise first with metadata and flags in code, as well as common data service, which is not available in my flow actions.

Is there really no way to grab the attachment, which is obviously stored in the Note table? It even has a document body, which is a long string. What to do with this?

Thanks and best,
Kadro

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Community Power Pla... Microsoft Employee on at

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Hi @Anonymous , its not really complicated as it may look but it requires a few steps, powerapps portal sites on top of dataverse (previously called common data service) and you should be able to grab the attachment from dataverse directly and email it.

lets break it down, first create a flow that grab note attachment and email it (use the link i provided but look for datavrse instead of common data service as name has changed)

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Community Power Pla... Microsoft Employee on at

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Thanks for your reply and Infos about CDS.
I found out that you can grab the attachment from note in a Flow by using Base64toBinary expression on "documentbody" in a "New File" Action, which contains a string.

This creates the excel file in my case, which I can then send via Email in a next Action.

Hope it helps,
Best
Kadro

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v-yujincui-msft Microsoft Employee on at

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Hi @Anonymous ,

Glad to see you solved the problem.
You could mark your answer as a 'solution' so that it will be useful for others and close the case.

Best Regards,
Charlie Choi

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