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I have a form setup to add a row into a custom table, lets call it Deals with fields like deal name and company. I also went through the process of enabling file attachment on the form into the Annotation (note) table. I am now building a Power Automate flow to process whenever a new file is submitted. However, I need help in relating the Deals table to the notes table as I want to filter the rows that the flow triggers on based on the company. Looking at the notes table in Dataverse, there is no usable fields that contain the company of the user who submitted the file so I cannot filter out the rows uploaded.
Any help is appreciated! Let me know if clarification is needed.
@Zap174, I also tried to create a portal using that template but it is lacking permission and I think it is because it says Coming Soon. so it is not yet ready for us.
Regards,
Ahmed
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@Zap174, Here are the permissions that you need to create and manage Portals https://docs.microsoft.com/en-us/power-apps/maker/portals/admin/portal-admin-roles#required-roles-and-permissions
Regards,
Ahmed
If my reply helped you, please give a 👍. And if it has solved your issue, please consider Accepting it as the Solution to help other members of the community find it more.
Thanks for the info! I watched the video and it was very informative!
I tried making a test site but got a permissions error that I could not create it. My administrator said they could could not find the permission to set either. Would you happen to know where the setting is located?
@Zap174, Sure, this great tutorial will help you starts. I recommend watching the full video.
https://youtu.be/UFmL4svm8yM?t=2160
Regards,
Ahmed
If my reply helped you, please give a 👍. And if it has solved your issue, please consider Accepting it as the Solution to help other members of the community find it more.
@Zap174, yes, you will use Portals (Now Pages) for external users. And they will be able to upload attachments. There is a Template Portal app in Preview called Application submission, I would recommend to start your portal with that template.
Regards,
Ahmed
If my reply helped you, please give a 👍. And if it has solved your issue, please consider Accepting it as the Solution to help other members of the community find it more.
My use case would be primarily external users who would be using it. From my understanding, portals were made for external users to handle dataverse rows. Please correct me if I'm wrong. In this case, a model driven app would not suffice as it needs to be external facing.
@Zap174, If you will have a Model-Driven App that your users are using to enter data, they can enter the data, click SAVE, and then upload the file all on the same screen. If you don't have a model-driven app, check this post for how your users can enter data and upload files.
Regards,
Ahmed
If my reply helped you, please give a 👍. And if it has solved your issue, please consider Accepting it as the Solution to help other members of the community find it more.
I see, would this allow the user to submit a file into this field upon creation/submission of the record? That is the function that I need. Previously, I explored this option and could not figure out how to let the user submit the file themselves as I would have to do it in the backend, AFTER the record was created. Is what I am trying to do possible?
@Zap174, You can't edit managed tables in Dataverse and you only can create 1:N and N:M relationships. For more info https://docs.microsoft.com/en-us/power-apps/maker/data-platform/create-edit-entity-relationships#types-of-table-relationships.
In your case, you can just add a column to your Deals Table and make it a FILE datatype:
Regards,
Ahmed
If my reply helped you, please give a 👍. And if it has solved your issue, please consider Accepting it as the Solution to help other members of the community find it more.
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