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Multiple file upload using Dynamics Forms

  • 1.  Multiple file upload using Dynamics Forms

    Posted Feb 24, 2020 07:09 AM
    Edited by Saadan Rehman Feb 24, 2020 07:24 AM

    We developed a portal in dynamics and we have a form in where we request the user to upload documents (pdf, jpeg, docx) files. The Attach file option of Add attach file section in entity forms in dynamics is invoked to upload/attach files. The  option to allow multiple files as well is selected.

    The user can select multiple files and attach to it without any issues.

    However if user selects files one by one, it is not appending with the previous attachment rather the record attaches only the last file user has attached so the previous file upload is overwritten and only the latest file appears.

    We have the requirement in which if the user selects files 1 by 1 , it should add all the files into the CRM records without overwriting.

    I received a suggestion to add JS however the solution is convoluted and I am not sure how to implement that.

    Can you please help us to fix this issue and suggest the best option.





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    Saadan Rehman
    IT Project Manager
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  • 2.  RE: Multiple file upload using Dynamics Forms

    Posted Feb 25, 2020 12:27 PM
    ​You might be better to use the document integration with SharePoint rather than the "Add attach file" feature.
    SharePoint document integration allows adding multiple files individually.

    Mike

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    Mike Feingold
    Empoint Ltd
    EDGWARE
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  • 3.  RE: Multiple file upload using Dynamics Forms

    Posted Feb 26, 2020 05:06 AM
    Hi Mike,

    This is a customer facing form and the customers upload the documents for our reference.

    Many thanks
    Kind regards

    Saadan

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    Saadan Rehman
    William Russell Ltd
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  • 4.  RE: Multiple file upload using Dynamics Forms

    Posted Feb 26, 2020 11:29 AM
    ​Understood. The portal supports SharePoint integration.

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    Mike Feingold
    Empoint Ltd
    EDGWARE
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