How to attach files to Notes using power automate flow

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Posted on by lcaputo

Hi all,

I think what I'm trying to accomplish is simple, but I'm stumped.

In a power automate flow, I'm converting a file to PDF format and now I want to add that file as an attachment to a new Note in Dataverse.

Here's what I've done so far:

First, I grab the file from a Note that already exists, where the file is in Word format (.docx). I get the file and convert it to PDF successfully using the "Convert Word Document to PDF" connector.

However, in the next step, when I try add a new row using the file output of the previous step, the flow is failing and I'm receiving the following error message: "Invalid character in field 'documentbody': '', hexadecimal value 0x1B, is an invalid character."

add a new row connector.PNG add a new row connector_error.PNG

Am I missing a step or are my inputs wrong?

Any help is appreciated!

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Building flows

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v-bofeng-msft on at

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Hi @lcaputo :

I am afraid there is no action that can directly update the attachments in Note,if you need this function I suggest you post this ideal on the IDEAL forum.

In addition ,I have an alternative:

You could consider adding a file column and use "Upload a file or an image " action to Upload the file.

I've made a test for your reference:

1\My table

2\My Flow:

The Result:

Best Regards,

Bof

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bhatiavinay99 23 on at

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We were able to upload attachment files to Notes table of Dataverse by following these steps to add a new row to Notes table name:
1. Set IsDocument to True

2. Wrap file content with base64() function in an expression
e.g. Document needs to be set to base64(outputs('Get_file_content_using_path')?['body']) where I am reading document from SharePoint document library in an previous action

3. Associate between Note and Entity table by populating the Regarding (EntityNameS) column with value in the format PublisherName_EntityPluralName(GUID)

Note: For #3, Start with PublisherName_ for your environment and use Entity Plural name ending in s
e.g. crf39_customercases(cdf5ef2e-988e-ec22-b400-0022480af153) for entity called customercase
Use Dataverse action Get Row By Id and check the value of the @OData.id or @OData.editLink in Output body if you are still having doubts about the format.

4. Set description to *web* to display on Portal

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bharathik 2 on at

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Hi How can we upload multiple files for a single note file from power automate. The above code works for only one attachment. Please let me know how to proceed on this.

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bhatiavinay99 23 on at

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I will simply use a loop, and for each file, repeat the steps.

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Community Power Pla... on at

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Thank you! This helped me out.

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Community Power Pla... on at

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Instead of uploading file as pdf, it uploads it in .txt format.

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Community Power Pla... on at

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Were you able to upload the pdf file?

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bhatiavinay99 23 on at

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Yes, we were saving PDF files to Dataverse.

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