Dynamics Portals – Add Download feature to the Forms
In my previous article I’ve explained the Portal styling using Metadata option.
This article is the extension to the styling article, where I will explain how to add ‘Download’ feature to the Form.
I am going to use the ‘Registration’ form as an example, and will see the steps to add a ‘Download’ link to a word document.
Add the Document as a Web File:
- As a first step, create a new ‘Web File’ and note down the ‘Partial URL’.
- Next, add the document which you want your Portal user to download from Portal, as a Web File attachment under notes.
Design HTML with Download link:
- Design the HTML page as per your requirement.
- For the download link, add a <a> tag with an ID.
- Add a JScript function, to read the <a> tag by ID and set the web file URL in the document.ready() event.
- Add the HTML to the Portal entity forms ‘Metadata’ record.
- Browse the Portal form and you should see the document link, which opens the document on click.
Note:
- You can only add the allowable file types as the ‘Web File’ attachment.
- To change the allowable file types, navigate to ‘Settings -> Administration -> System Settings’ and modify in the ‘Set blocked file…‘ field.
🙂
Categories: CRM, Dynamics Portals
Download, Dynamics Portal, Web Files
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