Display Created By and Created On for Notes in Timeline

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Posted on by Scott Parks

Hello,

I understand in the image below the highlighted fields are the Modified By and Modified On fields for the Note entity. I am wondering if there is a way to configure the timeline to display the Created By and Created On fields instead.

After reviewing the instructions for configuring the timeline at this link: https://www.journeyteam.com/resources/blog/how-to-customize-activity-timestamps-within-dynamics-365/ I did not find any relevant information for changing what fields are displayed for Notes in the timeline.

I am currently using version 9.1.24.11 of Microsoft Dynamics 365.

Any assistance would be greatly appreciated.

Thank you,

Scott

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Development / Customization / SDK

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Muhammad.Affan 1,956 on at

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Display Created By and Created On for Notes in Timeline

Hi Scott,

Follow these steps:

1. Go to make.powerapps.com and get in the edit page of your form.

2. Select the timeline component on form.

3. Find "Record settings" in the right panel and target "Notes" under Record settings, Click the "Default form".

4. Change the "Data field" to Created By and created on.

5. Publish all the changes.

Finally, once your issue is resolved and my suggested answer has helped, please do not forget to click Yes under "Did this answer your question?" to close this thread.

Thanks
Affan
Follow my channel related to Dynamics 365: https://www.youtube.com/@AffansDynamicsJourney
Scott Parks 12 on at

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Display Created By and Created On for Notes in Timeline

Hello,

I was encouraged to review this solution: https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/set-up-timeline-control#customize-a-card-from-within-timeline to change the data displayed in the timeline of entity forms.

I need to complete this task without the use of Power Apps. Is there any way that this can be done?

Thank you,

Scott
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Sachin Jadhav 127 on at

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Display Created By and Created On for Notes in Timeline

Have a look at the following link which talks about configurations possible in that area

https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/set-up-timeline-control#customize-a-card-from-within-timeline

Sachin