Custom Entity - attribute to link to file CRM 4.0

Ian Watson

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Jan 14, 2009, 5:45:24 AM1/14/09

to

Hi,

I have a custom entity and I need the ability to be able to input a file
location on a server and make it link to that file.

Is it possible to have links to file in a custom entity?

P.S. (CRM 4.0)

Regards

Ian

Patrick

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Jan 14, 2009, 7:26:03 AM1/14/09

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The only method to attach file to CRM records using customization is by using
notes.
If you want to have a file upload box on the entity form you will have to
create a custom aspx page which handles the file upload and retrieval. This
page can be integrated into the entity form using an IFrame.
--
Patrick Verbeeten (MCPD)
CRM/.NET Consultant
Aviva IT

Tools for CRM Developers and Administrators
http://www.patrickverbeeten.com/Tools.aspx

Ian Watson

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Jan 14, 2009, 7:59:57 AM1/14/09

to

thanks for your reply patrick, I dont actually want to attach the file to
the entity, just link to to the attachment ...

i.e. in an attribute have \\servername\folder\filename and then the user can
just click on this link in the entity to open the file... is this possible?

Regards

Ian

"Patrick" <Pat...@discussions.microsoft.com> wrote in message
news:F40EB581-8224-4CB3...@microsoft.com...

Patrick

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Jan 14, 2009, 8:08:07 AM1/14/09

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It is possible what you will need to do is in the Form onload event replace
the HTML of the field for the appropriate attribute by a link.
Something like:

document.getElementByid('new_myfield_d').innerHTML = '<a href="'+
crmForm.all.new_myfield.DataValue + '">'+ crmForm.all.new_myfield.DataValue +
'</a>';

Ian Watson

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Jan 14, 2009, 8:32:18 AM1/14/09

to

thanks again,

but it has to have the ability to be changed by the average user, the html
for onload would have way to much overhead for me...

thanks for your help... I cant belive CRM 4.0 cant simply hyperlink to files
on servers

"Patrick" <Pat...@discussions.microsoft.com> wrote in message

news:FE38E743-6381-47CD...@microsoft.com...

garethedwards

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Jan 13, 2010, 8:11:01 AM1/13/10

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Hi Ian

did you ever find an answer to this question? Its something we'd like to implement ourselves and would prefer to do it without having to implement sharepoint as well.

Ian Watson wrote:

thanks again,but it has to have the ability to be changed by the average user,
14-Jan-09

thanks again,

but it has to have the ability to be changed by the average user, the html
for onload would have way to much overhead for me...

thanks for your help... I cant belive CRM 4.0 cant simply hyperlink to files
on servers

"Patrick" <Pat...@discussions.microsoft.com> wrote in message
news:FE38E743-6381-47CD...@microsoft.com...

Previous Posts In This Thread:

On Wednesday, January 14, 2009 5:45 AM
Ian Watson wrote:

Custom Entity - attribute to link to file CRM 4.0
Hi,

I have a custom entity and I need the ability to be able to input a file
location on a server and make it link to that file.

Is it possible to have links to file in a custom entity?

P.S. (CRM 4.0)

Regards

Ian

On Wednesday, January 14, 2009 7:26 AM
Patric wrote:

The only method to attach file to CRM records using customization is by using
The only method to attach file to CRM records using customization is by using
notes.
If you want to have a file upload box on the entity form you will have to
create a custom aspx page which handles the file upload and retrieval. This
page can be integrated into the entity form using an IFrame.
--
Patrick Verbeeten (MCPD)
CRM/.NET Consultant
Aviva IT

Tools for CRM Developers and Administrators
http://www.patrickverbeeten.com/Tools.aspx

"Ian Watson" wrote:

On Wednesday, January 14, 2009 7:59 AM
Ian Watson wrote:

thanks for your reply patrick, I dont actually want to attach the file to the
thanks for your reply patrick, I dont actually want to attach the file to
the entity, just link to to the attachment ...

i.e. in an attribute have \\servername\folder\filename and then the user can
just click on this link in the entity to open the file... is this possible?

Regards

Ian

"Patrick" <Pat...@discussions.microsoft.com> wrote in message
news:F40EB581-8224-4CB3...@microsoft.com...

On Wednesday, January 14, 2009 8:08 AM
Patric wrote:

It is possible what you will need to do is in the Form onload event replace
It is possible what you will need to do is in the Form onload event replace
the HTML of the field for the appropriate attribute by a link.
Something like:

document.getElementByid('new_myfield_d').innerHTML = '<a href="'+
crmForm.all.new_myfield.DataValue + '">'+ crmForm.all.new_myfield.DataValue +
'</a>';

--
Patrick Verbeeten (MCPD)
CRM/.NET Consultant
Aviva IT

Tools for CRM Developers and Administrators
http://www.patrickverbeeten.com/Tools.aspx

"Ian Watson" wrote:

On Wednesday, January 14, 2009 8:32 AM
Ian Watson wrote:

thanks again,but it has to have the ability to be changed by the average user,
thanks again,

but it has to have the ability to be changed by the average user, the html
for onload would have way to much overhead for me...

thanks for your help... I cant belive CRM 4.0 cant simply hyperlink to files
on servers

"Patrick" <Pat...@discussions.microsoft.com> wrote in message
news:FE38E743-6381-47CD...@microsoft.com...

Submitted via EggHeadCafe - Software Developer Portal of Choice
VIsual Studio.NET 2005 ClickOnce Technology: An Overview
http://www.eggheadcafe.com/tutorials/aspnet/e0e1bced-0148-490b-9e78-83df87ae7c04/visual-studionet-2005-cl.aspx

LeonTribe

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Jan 31, 2010, 8:10:47 PM1/31/10

to

This might help:

http://social.microsoft.com/Forums/en-US/crm/thread/f6c82d73-a2d1-4fa0-834d-32c6cfd5da5c/

Leon Tribe

On Jan 14, 12:11 am, Gareth Edwards wrote:
> Hi Ian
>
> did you ever find an answer to this question? Its something we'd like to implement ourselves and would prefer to do it without having to implement sharepoint as well.
>
> Ian Watson wrote:
>
> thanks again,but it has to have the ability to be changed by the average user,
> 14-Jan-09
>
> thanks again,
>
> but it has to have the ability to be changed by the average user, the html
> for onload would have way to much overhead for me...
>
> thanks for your help... I cant belive CRM 4.0 cant simply hyperlink to files
> on servers
>

> "Patrick" <Patr...@discussions.microsoft.com> wrote in message

>
> news:FE38E743-6381-47CD...@microsoft.com...
>
> Previous Posts In This Thread:
>
> On Wednesday, January 14, 2009 5:45 AM
>
> Ian Watson wrote:
>
> Custom Entity - attribute to link to file CRM 4.0
> Hi,
>
> I have a custom entity and I need the ability to be able to input a file
> location on a server and make it link to that file.
>
> Is it possible to have links to file in a custom entity?
>
> P.S. (CRM 4.0)
>
> Regards
>
> Ian
>
> On Wednesday, January 14, 2009 7:26 AM
>
> Patric wrote:
>
> The only method to attach file to CRM records using customization is by using
> The only method to attach file to CRM records using customization is by using
> notes.
> If you want to have a file upload box on the entity form you will have to
> create a custom aspx page which handles the file upload and retrieval. This
> page can be integrated into the entity form using an IFrame.
> --
> Patrick Verbeeten (MCPD)
> CRM/.NET Consultant
> Aviva IT
>

> Tools for CRM Developers and Administratorshttp://www.patrickverbeeten.com/Tools.aspx

>
> "Ian Watson" wrote:
>
> On Wednesday, January 14, 2009 7:59 AM
>
> Ian Watson wrote:
>
> thanks for your reply patrick, I dont actually want to attach the file to the
> thanks for your reply patrick, I dont actually want to attach the file to
> the entity, just link to to the attachment ...
>
> i.e. in an attribute have \\servername\folder\filename and then the user can
> just click on this link in the entity to open the file... is this possible?
>
> Regards
>
> Ian
>

> "Patrick" <Patr...@discussions.microsoft.com> wrote in message

>
> news:F40EB581-8224-4CB3...@microsoft.com...
>
> On Wednesday, January 14, 2009 8:08 AM
>
> Patric wrote:
>
> It is possible what you will need to do is in the Form onload event replace
> It is possible what you will need to do is in the Form onload event replace
> the HTML of the field for the appropriate attribute by a link.
> Something like:
>
> document.getElementByid('new_myfield_d').innerHTML = '<a href="'+
> crmForm.all.new_myfield.DataValue + '">'+ crmForm.all.new_myfield.DataValue +
> '</a>';
>
> --
> Patrick Verbeeten (MCPD)
> CRM/.NET Consultant
> Aviva IT
>

> Tools for CRM Developers and Administratorshttp://www.patrickverbeeten.com/Tools.aspx

>
> "Ian Watson" wrote:
>
> On Wednesday, January 14, 2009 8:32 AM
>
> Ian Watson wrote:
>
> thanks again,but it has to have the ability to be changed by the average user,
> thanks again,
>
> but it has to have the ability to be changed by the average user, the html
> for onload would have way to much overhead for me...
>
> thanks for your help... I cant belive CRM 4.0 cant simply hyperlink to files
> on servers
>

> "Patrick" <Patr...@discussions.microsoft.com> wrote in message

>
> news:FE38E743-6381-47CD...@microsoft.com...
>
> Submitted via EggHeadCafe - Software Developer Portal of Choice

> VIsual Studio.NET 2005 ClickOnce Technology: An Overviewhttp://www.eggheadcafe.com/tutorials/aspnet/e0e1bced-0148-490b-9e78-8...