Secure Invoices File Download

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Posted on by Community Power Pla... Microsoft Employee

Hi,

we would like that Customers can download their Invoices.

We can show them a List of the Invoices related to their account.

- How do we add a Download Button to the List?

- How can we make sure that the File can only be accessed by logged in Users?

If we do it as a webfile, I assume that the File is public in the Internet and anyone who guesses the GUID could access it.

Thanks!

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oliver.rodrigues 9,482 Most Valuable Professional on at

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Hi, a few things here you might be looking into:

Enable Entity Permissions to make sure the users can only access their own records

Enable Web Page Access Controls Rules to make sure only logged in users can view the Web Page with the invoices

In your Entity List you can enable the download button, which allow the user to export the list as an excel file

Optionally you can add custom print function if you want to export as PDF (I have an article on that: http://oliverrodrigues365.com/2018/04/25/dynamics-365-portals-exporting-content/)

hope this helps
Fubar 17 Super User 2026 Season 1 on at

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You mentioned Web File in your post you do not want them as Web Files if they are private, you will want to do it as a Notes attachment or use the SharePoint integration (where you can setup access via the Web Roles and associated entity permissions).
Community Power Pla... Microsoft Employee on at

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Thanks for the input!

Okay, so I now have a list of invoices which are secured using Entity Permissions.

I would like that the File Download starts when clicking on the Name of the Invoice in the Entity list
OR
that the there is an extra column in t he Entity list with a little Download Icon.

So there won't be a Details Page of each invoice, but you can download the PDF directly from the Entity List.

Could you point me in the correct direction to achieve this?

I saw that in the "Entity List" Options Tab I can configure "Grid Configurations", where I could redirect to an URL when clicking on the name - but I don't know what URL I should redirect to as it seems to be static.

Thanks a lot!
oliver.rodrigues 9,482 Most Valuable Professional on at

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Hi, on this article I do something very similar, but instead of PDF it is the Word Document: http://oliverrodrigues365.com/2020/05/24/power-apps-portals-generate-and-download-word-document-from-an-entity-list/

You can change a few things in my approach and generate a PDF instead, for example:

when the invoice is created, you can trigger a Workflow that will generate the Invoice based on the Word Template (similar to what I have in the article)

then you can have a Power Automate Flow that will convert that word document to a PDF, and finally updating the Invoice with the PDF URL, so this can be downloaded in the Portal
Community Power Pla... Microsoft Employee on at

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Hi,

thanks this helps a lot.
In short this means:
- I need the URL (of the newest file) in a separate field
- I display that column in the view
- I will just customize some CSS so that the column does not show the Link, but rather an Icon.

I will look to get this to work with the new File type field, lets see.

Thanks!
Fubar 17 Super User 2026 Season 1 on at

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If all you need is a list of files that you can click to download the other option may be to use the Portals SharePoint Integration.https://docs.microsoft.com/en-us/powerapps/maker/portals/manage-sharepoint-documents