Store documents in CRM which should be accessible for all users

Question

I saved some document templates in Notes of a case. I need to get the download url of the document, which I will use in someother plugin which requires that.

Now the problem is, I uploaded a document to notes section, I got its download url by downloading it and checking the download url.

When I feed this as input to the plugin, it works only for the user who uploaded it.

For other users its not accessible, it says

Now where can I upload document in CRM so that it is viewable and downloadable by all users?

I have not done any changes to the default security model Btw, even people with same security roles are not able to download using the link as the token changes — Vignesh Subramanian, Jun 23 '16 at 11:14

score 2 · Answer 1 · answered Jun 23 '16 at 12:01

You need to get a valid WRPCTokenUrl. Instead of storing the direct URL for fetching the document (which would not contain a valid WRPCTokenUrl for other users), you would store the guid of your Note and later get a valid URL when needed.

The Note guid can be used for fetching a valid download URL as described in Extending Microsoft Dynamics CRM 2011: Build Attachment Download URL Links with JQuery. The relevant code snippet from that page can be seen here:

function getDocumentUrl(annotId) {
    var URL = urlbase + '/userdefined/edit.aspx?etc=5&id={' + annotId + '}';
    var docUrl;

    // get the security token to build the href link. if the token cannot be found,
    // a null value is returned
    $.get(URL, function (data) {
        // get the form data via the 'URL'
        data = $.parseHTML(data);

        // locate the security element
        var securityTokenElement = $(data).find("[WRPCTokenUrl]");

        if (securityTokenElement) { // if the security element was found on the Note form
            // locate the security token within the security element
            var securityTokenUrl = SecurityTokenElement.attr("WRPCTokenUrl");

            // if the security token is located, build the url
            if (securityTokenUrl) {
                docUrl = urlbase + "/Activities/Attachment/download.aspx?AttachmentType=5&AttachmentId={" +
                         annotId + "}&IsNotesTabAttachment=undefined" + SecurityTokenUrl;
            }
        }
    });

    return docUrl;
}

score 2 · Answer 2 · answered Jun 23 '16 at 12:22

There is a much easier way to access the document data if that's what you are trying to by using a simple web service call. I wouldn't try accessing the document data via the URL, I don't think that's really how its meant to be done.

Check out Sample: Upload, retrieve, and download an attachment.

// Retrieve the annotation record.
Annotation retrievedAnnotation =  (Annotation)_serviceProxy.Retrieve("annotation", _annotationId, cols);
_fileName = retrievedAnnotation.FileName;

// Download the attachment in the current execution folder.
using (FileStream fileStream = new FileStream(retrievedAnnotation.FileName, FileMode.OpenOrCreate))
{
    byte[] fileContent = Convert.FromBase64String(retrievedAnnotation.DocumentBody);
    fileStream.Write(fileContent, 0, fileContent.Length);
}

Store documents in CRM which should be accessible for all users

2 Answers2