Introduction to Attachments
Attachments are an integral part of Dataverse tables. They are used to store files 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.
Attachments in model-driven apps
Attachments show up, as notes, under Timeline (along with other activities) in model-driven apps. To learn how to add and configure the timeline control, click here.
Working with an attachment
To create an attachment, follow these steps:
- Click on the attachment/clip icon
Step 1 for attachment creation - Select a file and click on Open
- Click on "Add note and close"
Step 2 for attachment creation - A new note gets created with the attachment
Step 3 for attachment creation
As you can see, working with attachments is super easy in a model-driven app. We will review if it is easy to work with attachments in a canvas app!
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