Dashboard Timeline to show only Open,Active activities

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Posted on by EKL

Hi Team,

I have a requirement to show only active records and not closed activites records in a Dashboard Timeline.

The filter exists but on refresh it shows all records.

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EKL 10 on at

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Hi ,

What are the ways to delete or hide closed activities? Can Power automate allow to delete closed activities?

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a33ik 84,331 Most Valuable Professional on at

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Hello,

It's definitely possible to delete closed activities using "Power Automate". I'm not sure what do you mean by "hide" closed activities - hide from being shown where?

Can you please give your scenario? And not the one "how to delete or hide" but the scenario this idea came from as a possible way out.

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a33ik 84,331 Most Valuable Professional on at

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Hello,

You should customize the Timeline in order to filter out closed activities. Here is the article that describes it - docs.microsoft.com/.../customer-service-hub-user-guide-timeline-admin

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Wahaj Rashid 11,321 on at

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Hi,

As far as I know, as of now, this is not achievable with timeline control.

Users need to apply the filters manually.

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a33ik 84,331 Most Valuable Professional on at

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Same author, similar ask, merging. What was the point to create 2 different threads in order to ask pretty much the same question?

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Wahaj Rashid 11,321 on at

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Sorry, my bad.

You can configure this in the Power Apps.

As Andrew mentioned, follow these steps:

Go to make.powerapps.com.

Select the correct environment.

Expand Data -> Tables -> <Table Name> (the one you need to configure) -> Forms -> Open the appropriate form. For example, Contact form.

Click on the Timeline control and click on the Advanced under the Timeline properties.

Click on Edit Filter Pan, and under activities select appropriate statuses.

Save and Publish.

Now when you load the form, the Activity Status filter is automatically applied,

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EKL 10 on at

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Hi Wahaj,

Thank you,same thing I need in a dashboard time control.Manually we can filter,but after page refresh filter goes away.

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a33ik 84,331 Most Valuable Professional on at

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I checked the control for the Dashboard and it seems that it doesn't allow that kind of customization so I'm afraid you can't do anything with it.

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Wahaj Rashid 11,321 on at

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Hi,

As Andrew mentioned, these settings are not available for the timeline control when placed in a Dashboard.

Seems, like users have to apply the filters themselves.

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Wahaj Rashid 11,321 on at

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Hi,

I found a solution!

As mentioned, you cannot set Advanced properties of a timeline control when added to a Dashboard, however, you can set these properties in the customizations.xml file.

The high-level solution is:

Add your Dashboard to a solution, export the solution as un-managed.

Extract the solution and edit customizaions.xml.

Add the JSON Filters for notescontrol (Timeline) in the XML.

Repack the solution and import it back.

For detailed steps, see my blog post:

https://crmlogs.wordpress.com/2021/02/28/dynamics-365-ce-filter-timeline-records-in-a-dashboard/

Here is the result:

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