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Annotation (note) table

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The annotations (notes) provide easy ways to append additional information to any record in the Microsoft Dataverse database. An annotation (note) is a text entry that can be associated with any table in Dataverse. However, you can associate annotations with only those custom tables that are created with the HasNotes property set to true in the CreateEntityRequest class. You can update a custom table, which is not enabled for notes, to have notes by setting the UpdateEntityRequest.HasNotes property to true.

Note

Unsure about entity vs. table? See Developers: Understand terminology in Microsoft Dataverse.

Using the Web API, set the HasNotes property of the EntityMetadata EntityType.

The Annotation table represents an annotation (note), and contains the following information:

  • Annotation (note) text

  • Who created and modified the annotation (note)

  • Whether a file is attached to the annotation (note)

An attached file can be any standard computer file format that includes Office Word documents, Office Excel spreadsheets, CAD files, and PDF files. An attachment can be associated with any object, other than an annotation (note), in Dataverse.

To upload or remove an attachment, use the IOrganizationService.Update method or UpdateRequest message, setting the Annotation.Filename and Annotation.MimeType columns. This uploads an attachment that has been decoded into a base64 string format. The System.Convert.ToBase64String method can be used to convert the contents of a data file into a base64-formatted string. The maximum size of files that can be uploaded is determined by the Organization.MaxUploadFileSize property. This property is set in the Email tab of the System Settings. This setting limits the size of files that can be attached to email messages, notes, and web resources. The default setting is 5 MB.

See also

Sample: Upload, Retrieve, and Download an Attachment

Annotation table reference