You don't have the appropriate permissions in portals

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Posted on by Sumaira

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Hello Community Experts,

There is an issue while trying to add document section on the account form

I followed the below helpful links to add documents section in portals

I should be adding document section on the account form

http://benitezhere.blogspot.com/2018/11/sharepoint-document-management-for-dynamics-365-portals.html

https://docs.microsoft.com/en-us/powerapps/maker/portals/manage-sharepoint-documents#step-3-enable-document-management-for-entities

I followed as it is, but since my entity is account, Am I doing any mistake here that I'm getting the below error?

I have attached the entity permissions forms i have created below

Kindly Guide

Best Regards,

Sumaira Noor

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Power Apps portals

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oliver.rodrigues 9,368 Most Valuable Professional on at

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there is no attachment in your post

did you create the Entity Permission? for the notes
it is usually an entity permission with the scope as Parent, and the parent permission is your main one (account in your example)

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Sumaira 642 on at

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@OliverRodriguesThanks a lot for the response
I had added the screenshots, not sure why it didn't get uploaded
I have created the above permissions for my account @OliverRodrigues please please guide
Best Regards,
Sumaira Noor

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oliver.rodrigues 9,368 Most Valuable Professional on at

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by the first snapshot it looks like you are having an issue before the SharePoint integration

what's the URL you are trying? maybe there is an issue with the page or the record ID?
is that an Entity Form within a Web Page ?

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Sumaira 642 on at

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@OliverRodrigues thanks a lot for the response
Before and after sharepoint integration it is not showing any error

But if I try to enable entity permissions it is showing that error

Also yes it is an Entity Form within a Web Page

Kindly guide
Best regards
Sumaira Noor

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oliver.rodrigues 9,368 Most Valuable Professional on at

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a few things you can check

are you sure the record ID you are passing via query string is correct?
how do you get to the page? what is the URL (you can remove the portal name leaving just xxxx.powerappsportals.com/mypage/id=123
do you have appropriate entity permissions?
is the entity form mode insert/edit/read-only?

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Sumaira 642 on at

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@OliverRodriguesThanks a lot for the response
Below is the URL
https://xxxxxxx.powerappsportals.com/myaccount/
Form is in edit mode and i have entity permissions
If you could please guide me it will be really helpful @OliverRodrigues
Best Regards,
Sumaira

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oliver.rodrigues 9,368 Most Valuable Professional on at

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thanks for the information

is "myaccount" an entity form for the contact entity? if yes, is the "record source type" set to Current Portal User?

if your entity form is pointing to a different entity, by the URL it explains why you are getting the error message "your record cannot be found"
basically if you have a web page with an entity form (edit), the Portals is expecting an existing record GUID for your entity
but according to your URL, you don't have any ID there.. that's why you are getting the error

how to you get to that page? is there an Entity List before reaching there? or a direct link?

sorry for all the questions.. I am just trying to understand a bit more your scenario in order to help

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Sumaira 642 on at

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@OliverRodriguesthanks a lot for response

is "myaccount" an entity form for the contact entity? if yes, is the "record source type" set to Current Portal User? - myaccount is an entity form for account entity

if your entity form is pointing to a different entity, by the URL it explains why you are getting the error message "your record cannot be found"

basically if you have a web page with an entity form (edit), the Portals is expecting an existing record GUID for your entity
but according to your URL, you don't have any ID there.. that's why you are getting the error

how to you get to that page? is there an Entity List before reaching there? or a direct link?
- I get through that page as shown below i should switch between business and personal

sorry for all the questions.. I am just trying to understand a bit more your scenario in order to help - No problem @OliverRodrigues I'm glad that you are trying to help me out

Best regards,
Sumaira Noor

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oliver.rodrigues 9,368 Most Valuable Professional on at

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thanks for the answers.. but there are a few key elements here you should understand

an Edit form is expecting an ID.. in your case the Account record ID, basically the Portals can't update a record if it doesn't know which record is
so when you created this business/personal tab, are you passing an ID between them? what's the ID of the account you want to update?

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Sumaira 642 on at

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@OliverRodriguesThanks a lot for the response
I created the above entity form and I'm able to upload documents now
Could you please suggest if i have made any mistake by setting it to Record Associated with current portal user?
Also @OliverRodrigues the record is getting create in lead whereas i expect it to be created in account
Please advise @OliverRodrigues
Best Regards,
Sumaira Noor

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