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Adding Dataverse files to Planner task attachments

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Posted on by LasseNordqvist

Hello!

I'm trying to add file attachments to a Planner task from Dataverse using the 'Update task details' action which needs a URL link for the 'References' parameter. I've previously done this with SharePoint files but those have a URL link. How can I add these files from Dataverse to the attachments as these only have the content of the file when I use the 'Download a file or an image' to download them from Dataverse?

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ManishSolanki 15,091 Super User 2025 Season 2 on at

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Hi @LasseNordqvist

One solution is to save files in SharePoint using create file action and then create a share link of that file. Pass that link as references in "Update a task details" action.

If this helps & solves your problem, please remember to give a 👍 and accept my solution as it will help others in the future.

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ivan_apps 2,187 Moderator on at

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Downloading the file will be necessary as it's store in azure. You can download and stage the files in a connected sharepoint document library, but that obviously breaks the link between the file and dataverse record.

If you want to maintain the link between the Dataverse record and the Document attachments, you may want to switch over to using the native Dataverse SharePoint Integration. When a record is created in dataverse, a sharepoint library can be automatically provisioned to hold documents. This I find more useful than the Dataverse File column (and it doesn't consume dataverse capacity).

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