Rajeev Pentyala – Microsoft Power Platform

Hi,

In CRM, we can add files as attachments to the Notes.

Notes with attachment

• All the notes get saved in to “Annotation” entity in the data base.
• The attachment information get saved in to below columns of “Annotation” entity
  • Document Body
  • File Name
  • File Size
  • Is Document

Notes with attachments – Data base columns

Deleting attachments using  script:-

To delete the attachment using jscript,

• Update the “Document Body,File Name,File Size” fields to null
• And “IsDocument = false” using OData as below

function deleteAttachments(){

var notesId = {GUID of notes};

var objNotes = new Object();

objNotes.DocumentBody = null;

objNotes.FileName = null;

objNotes.FileSize = null;

objNotes.IsDocument = false;

updateRecord(notesId, objNotes, “AnnotationSet”);

}

function updateRecord(id, entityObject, odataSetName) {

var jsonEntity = window.JSON.stringify(entityObject);

var serverUrl = Xrm.Page.context.getServerUrl();

var ODATA_ENDPOINT = “/XRMServices/2011/OrganizationData.svc”;

var updateRecordReq = new XMLHttpRequest();

var ODataPath = serverUrl + ODATA_ENDPOINT;

updateRecordReq.open(‘POST’, ODataPath + “/” + odataSetName + “(guid'” + id + “‘)”, false);

updateRecordReq.setRequestHeader(“Accept”, “application/json”);

updateRecordReq.setRequestHeader(“Content-Type”, “application/json; charset=utf-8”);

updateRecordReq.setRequestHeader(“X-HTTP-Method”, “MERGE”);

updateRecordReq.send(jsonEntity);

}

🙂