Introduction to notes and attachments
Notes and Attachments in Dataverse are kind of related to each other. Attachments are used to store files linked to any record e.g. an account or a contact and Notes are used to store notes linked to any record e.g. an account or a contact. Some out-of-the-box tables come with attachments enabled, which in turn enables notes and files. For custom tables, there is an option to enable attachments, which in turns enables notes and files. So as you can see, they are closely related to each other.
Creating a new attachment
What is interesting to see is that when you create a new attachment, whether through a model-driven app or a canvas app, a note also gets created.
Below is a set of screenshots that show the process of creating an attachment through a model-driven app:
As you can see, a new note gets created with the file as an attachment to that note.
Relationship between the attachment and the note
In the image below, the gallery on the left shows notes related to the Fourth Coffee account and the gallery on the right shows attachments related to the same account.
As you can see, for every attachment, there is a related note. The biggest finding is that the "Id" of the attachment record is the same as the GUID (Note column) of the Notes record. We will use this finding later in subsequent posts to see how this can be useful.
Also note that this is not true for the other way round i.e. notes can exist independent of associated attachment records but for every attachment record, there is an associated note record.
Recent articles
- How to work with Dataverse Attachments in canvas apps
- Working with Dataverse Attachments in model-driven apps
- How to work with Dataverse Notes in canvas apps
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