Get the attached document name in Notes and set it to a field ?? RRS feed

  • Question

  • Hello Everyone,

    I have a requirement regarding the File attachments in Notes of an entity in MS CRM 2011. 

    When a user attach a file in the Notes for a respective entity A, I need to get the attached file name and auto-populate in a text field in the same entity A. 

    And also, I need to restrict the user to add more than one attachment.

    Can anyone help me with the better possible ways of achieving this requirement?

    Any references/help is greatly appreciated.



    Thursday, November 13, 2014 3:34 AM

All replies

  • Hi,

         Refer to attached MSDN sample for reference:


         You should be able to write plug-in for annotation entity to count number of attachments already present and restrict based on your business needs.

    Hope this helps.
     Minal Dahiya
    blog : http://minaldahiya.blogspot.com.au/

    If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

    • Proposed as answer by Minal Dahiya Friday, November 14, 2014 10:43 AM
    Friday, November 14, 2014 10:43 AM