Attachment Control

#MDA, #Dataverse, #AttachmentControl, #D365, #CustomerService, #Case

Add Attachment Control for a custom entity

The Attachment Control is a PCF control in D365 Customer Service.

This control is set on Case forms as default so that you can upload and view attachments. Moreover, you can use this PCF on other entities: Account or Contact, but this was not possible for custom entities until now.

Note: You must have at least 1 D365 Customer Service Enterprise or Professional license.

Now, I will add the Attachment Control for the Case main form

Opening the solution, select the Case entity, and open the specific main form. Then select the existing or add a new Single Line of Text field to the form and add the Attachment Control over that field as below. Then Save & Publish the form.

Add control on Main form for text field

Checking... and the attachment control has been shown on Case's main form.

Attachment control on Case form

Security Role - Permission

When I display this control on the form, I encounter a permission issue when I click the button <+Add attachment> to attach the file to Case.

Permission Issue

Working around and found some things:

  • Firstly, you must enable security on the Attachment entity in Settings> Product > Features

Enable security on Attachment entity

  • Second, you must set permission of entity "Entity Attachment" for the Security Role that was assigned to the User.

Set permission for Entity Attachment

... and re-checking now

Check attachment control

And the entity "Entity Attachment" is not counted in "Dataverse" capacity, this entity is counted in "File" capacity.

Entity Attachment is counted in "File" capacity

For more details, please check the Microsoft link.

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