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How to allow Portal user to view file

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Posted on by ChrisPBacon

I cannot seem to figure out how to allow a portal user to view a file pertaining to them. A lot of the resources talk about allowing them to upload files but not much about how to view them inside the Portal.

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ragavanrajan 7,044 Most Valuable Professional on at

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Hi @ChrisPBacon

you can simply use the list component and assuming if you have notes attached to the record. When you click on view details, you can get the below view.

If you click on the file name it will be downloaded to your local and using your file viewer you can view it.

If you want to view the file within the portal without downloading it, we need to build a PCF component. There are some third-party plugins available but we can always build our own.

https://docs.microsoft.com/en-us/power-platform-release-plan/2020wave2/power-apps/power-apps-component-framework-control-support-power-apps-portals

Hope it helps.
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ChrisPBacon 24 on at

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does it matter if the table is an activity table or standard?

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ragavanrajan 7,044 Most Valuable Professional on at

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Hi @ChrisPBacon

Doesn't matter. It can be any table.

Hope it helps.
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ChrisPBacon 24 on at

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The area that I am stuck in is that when I toggle 'View Details" to on, it makes me select a form to continue. Is there a way around this?

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Fubar 8,344 Super User 2025 Season 2 on at

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For a List you can have an Edit Form and/or a Details Form (or no Forms if you just want to display a list you do not need to enable any forms). For the Details Form in its actual form definition it could also be an Edit form (or readonly etc), however on the List it has a special behavior in that when a Detail Form is specified the first column in the List becomes a link and clicking that link opens the Detail Form.
https://docs.microsoft.com/en-us/power-apps/maker/portals/configure/list-view-details

Note: you can also use the Portal Management App where functionality in the Designer is not fully defined.

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ragavanrajan 7,044 Most Valuable Professional on at

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Hi @ChrisPBacon

You can create a form using the portal management app. Though it is not directly related you may get an idea of how to create the forms in the below link

https://powerusers.microsoft.com/t5/General-Discussions/How-to-edit-the-record-of-an-Advanced-Form-Steps-to-do-it-I-m/td-p/1639454#M297

Hope it helps.

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ChrisPBacon 24 on at

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Bare with me, I almost got this and think I am getting it.

I created a table with a file column. I then created the form for that table and the view I would like to use. I added the list component to the portal page and added a couple of records to test it out. The records do show up as read-only when I click View Details but the file does not show up nor does it download to local.

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ragavanrajan 7,044 Most Valuable Professional on at

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Hi @ChrisPBacon

Fyi. The file column is not yet supported in the portal. There was a recent post in this forum if you need more clarity.

https://docs.microsoft.com/en-us/power-apps/maker/portals/configure-notes

Hope it helps.
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ChrisPBacon 24 on at

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Thank you for the help @ragavanrajan ,

If I created a note and attached a file to the note, would that appear in the portal?

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ragavanrajan 7,044 Most Valuable Professional on at

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Yes 💯. As per my first response.

Hope it helps.

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