Product documentation
Attachments

In standard Microsoft Dynamics 365 for Finance and Operations document management (aka document handling/attachments) is a feature that enables users to attach documents or images to records they are working on. https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/configure-document-management

Attachments contains the following features to improve the usability of document management:

Default value for the field Restriction

When a document attachment is added to a record it's the value of the field Restriction (Internal/External) is set by the system automatically and can be overridden manually.

Within Attachments it's possible to influence this behavior with the field Use default restriction on the document type. When enabled, the value (Internal/External) will always be taken from the field Restriction on the document type. The user is not able to override it on the document attachment unless the parameter Restriction editable is enabled.

Attach documents via Drag & Drop

In the right top corner there is a paperclip icon which indicates how many documents are attached to the selected record. The paperclip is also the menu entry to add those document. It opens the Attachments form where a document can be attached.

In total 5 clicks are needed in order to attach 1 document. If you want to attach 5 document it takes 25 clicks.

With Attachments this number can be reduced to one action in which you can select 5 documents and drop them on the Drag & drop control in the right pane of the form (Related information).

When no default document type has been setup for Drag & Drop in the document parameters, the user gets the possibility to choose one from a dialog, which is shown to the user after the files have been dropped on the control. Per file the user gets the option to choose a different document type or just apply the document type that has been selected earlier.

 Note

When the upload of one or more files is started , the control will not accept additional uploads. This can be recognized by the grey borders of the control.
   

When is Drag & Drop available on a form?

Whether this control is visible depends on the following settings:

Data entity added which supports document upload to tables with a multi-field key

In standard Microsoft Dynamics 365 for Finance and Operations there is no out of the box public entity available which support the upload of documents to tables with a multi-field key, like sales order lines.

For this purpose the public Odata entity DYSATTDocuUploadEntityCollection has been added.

This entity can be used very easily within the PowerPlatfom to upload, pictures and documents to any table for which document handling has been setup.

This is an example of a flow which uploads a file to the sales line:

Or via a patch method in a canvas app:

Setup

The Attachments features are linked to an HSO ALF License.

Document management

Configure standard Microsoft Dynamics 365 for Finance and Operations document management: https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/configure-document-management

User settings

Field Description Remark
Drag & Drop logging When enabled, the system will keep track whether the drag drop control should and could be added to the active form This parameter has been introduced to troubleshoot in case users are complaining about the fact that the drag and drop control is missing in certain scenario's

Drag & Drop

Organization administration > Document management > Document management parameters > Drag & Drop

Field Description Remark
Drag & drop enabled This wil enabled the drag & drop feature When the control is not visible check these requirements

Show extended descriptions

If show extended description is set to false, the drag & drop control will display the name of the table the file will be dropped on, if set to true it will display additional information about the actual record.

Drag & drop document type

The document type used to create document references when dragging & dropping

Type must be of class ‘Attach file’

Cache strategy

Specify which caching strategy should be used

The default value is Global. When the value session is selected on each users session of the browser the cache of the parameters is renewed. This parameter has been introduced to troubleshoot in case users are complaining about the fact that the drag and drop control is missing in certain scenario's

Add drag & drop to forms

These parameters are additional to the Active document tables feature of standard Microsoft Dynamics 365 for Finance and Operations . When activated and a table is not setup in the Active document tables the drag & drop control will not be visible even if it has been setup via this parameter.

Add drag & drop for users

These parameters are additional to the Active document tables feature of standard Microsoft Dynamics 365 for Finance and Operations . When activated and a table is not setup in the Active document tables the drag & drop control will not be visible even if it has been setup via this parameter.

 

FAQ

Question: Why is the Drag & Drop control not visible
Answer: When the control is not visible check these requirments
Question: Why is it not possible to upload to tables which are not editable
Answer: You have to enable Use active document tables and select the table for which you want to allow this and add it to the active document tables and enable the check box Always enabled

Release notes

Feature Introduced in version
  • There was no ALF license check on opening Document parameters form
  • Optimized the license check functionality for Drag &Drop form part

10041.24083

Feature Introduced in version
  • Data entity for Add drag & drop to forms setup table
  • Data entity for setup of Add drag & drop for users
  • Menu item Dynamics Attachments log table added to the Inquiries and reports menu of the organization administration module
  • Several privileges and duties added for Dynamics Attachments
  • All Dynamics Attachment fields have been added to the document management parameters entity
  • Drag and drop logging parameter added to the User settings data entity (SystemUserEntity)

10039.24032101

Feature Introduced in version
  • Enable drag and drop logging parameter added to the user options
  • New parameter added to control whether the caching of the drag and drop control is per user session
  • Added a static text to drag and drop control to identify the root cause when drag and drop control is not shown

10039.24032100

Feature Introduced in version
  • Added data entity DYSATTDocuUploadEntityCollection which makes it possible to upload documents to tables with multi field table keys

10037.61.120

Feature Introduced in version
  • It is now possible to turn off the Dynamics Attachments configuration key and still be able to use the drag and drop control in our Dynamics solutions where the control is used in specific forms as part of that solution

10032.56.113

Feature Introduced in version
  • First official release of Attachments

10029.53.111