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How to create a File Type Field in CRM

By Ishaan Sheikh on 12/31/2020

1.     Creating a File Type Field

·         To create a file type field, from your CRM home window, navigate to “Power Automate”.

 

·         Go to Solutions and select your solution to make your customizations.

NOTE: Make sure you are in the right environment as your current CRM’s environment.

 

·         Add a Table (entity) in which you want to add the file type column (field) into it.

·         Now click on Add Column to create a field, and give an appropriate name for the field. Also, make sure to select the data-type as “File”.

 

·         Click Done.

 

2.     Adding a Column in the Form

·         To add a column in your form to display, navigate to your form from Power Automate.

·         And edit your form. And Click on Table Columns.

 

·         Add your newly created field into your form then click Save and Publish.

·         Now, you will be able to upload and store a file relating to your entity’s record.

 

·         You can also be able to delete the uploaded file and re-upload another file instead of it.

 

3.    Accessing the File-type column

To access the uploaded file’s content using JavaScript, you can send a request to the following Web API URL:

·         To get the file’s content in base64 string, go to:

https://<your-org-url> /api/data/v9.1/<entityname>(<record-GUID>)/<field-schema-name>?size=full

For example,

https://exampleorg.crm.dynamics.com/api/data/v9.1/accounts(aaa19cdd-88df-e311-b8e5-6c3be5a8b200)/new_uploadpdf?size=full

·         For simply downloading the file, go to:

https://<your-org-url> /api/data/v9.1/<entityname>(<record-GUID>)/<field-schema-name>/$value

For example,

https://exampleorg.crm.dynamics.com/api/data/v9.1/accounts(aaa19cdd-88df-e311-b8e5-6c3be5a8b200)/new_uploadpdf/$value

 

Javascript
HTML 5
Dynamics CRM
Dynamics 365
file-upload
Javascript
powerapps
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