I had run into a requirement where user wanted to upload a document in CRM but implement a naming format for the file uploaded. Things got little tricky as one Account can have multiple files based on a it’s relationship with a particular custom entity and the documents should be uploaded and available on Account folder but the child entity should reference a particular file uploaded.
To…
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I had run into a requirement where user wanted to upload a document in CRM but implement a naming format for the file uploaded. Things got little tricky as one Account can have multiple files based on a it’s relationship with a particular custom entity and the documents should be uploaded and available on Account…
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