While creating custom activity type entity, even if we will enable Notes (include attachments), we won’t get Attach File button just like we used to get in any custom entity where Notes is enabled. The documents for the locked record are still displayed in the Document handling form.MS CRM 2011 introduced a new feature to create custom activity type entity. To avoid updating the Attachment form when you select a different record, you can lock the view so that the information in the form doesn’t change. If you leave the Document handling form open and you select another record, the form is updated to list the documents that are attached to the newly opened record. The Document handling form always lists the documents that are attached to the selected record. The attahchment can be opened, it is just not visible via the preview. Or click on Show file to preview the file in the Note area.įor some type of file, the preview option may not render a preview-able image.
Open the form and place your mouse in the section you want to add a note (header or line).Internal: to use the note in AX only (the note will not be printed in a document).External to print the note on the document (for purchase order, free text invoice for example).Enter a title in the Description field.The Attachment button is also available from the status bar. Place your mouse in the section you want to add a note (header or line).You can use the note attachment to add a comment to a transaction. Attachments functionality is available in all transactions forms: Customer, Vendor, Invoices, Journals, Purchase requisition, … Add a note Dynamics AX has a method of handling notes and documents attached to various items.
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