Timeline configuration in a Task Form

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Posted on by JustRhonda

I want to be able to default the 'Post' activity on the Timeline when it is on a Task Form but there seems to be some limitation on only having 'Notes' in the Timeline. I have confirmed in other Entity Forms that the full-featured Activity list is available (Email/Call/Task). Is there any way around this limitation (that isn't documented anywhere that I can find [sigh]

My solution is in a Dynamics365 enabled environment, building on the Customer Service app.

I've reviewed this link and others along the way:

Add and configure the timeline control in Power Apps - Power Apps | Microsoft Learn

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Dengliang Li Microsoft Employee on at

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Timeline configuration in a Task Form

Hi,

1.Go to Advanced Settings>Activity Feeds Configuration>Task

2. On the ribbon, select Activate, and then confirm the activation.

3.Go to the Task Form designer and /Post/ is added to the Timeline.

4. Clear your browser's cache and then in the app, you can add post in the timeline of the task entity record.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me .

Best Regards,
Dengliang Li

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Dengliang Li Microsoft Employee on at

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Timeline configuration in a Task Form

Hi,

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me.

Best Regards,
Dengliang Li

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JustRhonda 99 on at

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Timeline configuration in a Task Form

Thanks for your answer (@Dengliang_Li), I keep trying to mark it as best answer but it just spins and spins!

In your screenshots (very helpful, thank you!), you have a step after step #2 that appears to say to Deactivate the Post configuration that was Activated in Step #2 or maybe you are showing what it looks like after it is activated? Basically, once I activated the Post Configuration on Task, Posts became available on the Timeline.

Thank you!

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Dengliang Li Microsoft Employee on at

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Timeline configuration in a Task Form

Hi,

Yes, as you said, the image I showed in step 2, shows the state after it was activated.

Best Regards,
Dengliang Li

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