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Insert Timeline in main form

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Posted on by Kechi

Hi there,

Why can't i insert timeline in my main form ?

Currently it is grayed out.

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meelamri 13,218 User Group Leader on at

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Hi Kechi,

you need to enable notes/Activities. Please refer to this blog, you will find all the steps and screenshots: www.itaintboring.com/.../

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LuHao 40,892 on at

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Hi Kechi,

As Mehdi mentioned, we need to enable Notes (includes attachments) † and Activities † for the entity.

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Kechi 40 on at

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Both boxes are grayed out at the moment.

What should i do to enable this option ?

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meelamri 13,218 User Group Leader on at

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I'm afraid that you should recreate your Entity. @Lu Hao can you confirm please ?

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LuHao 40,892 on at

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Hi Kechi,

Could you tell us what the entity of this screenshot is?

Is it the Activity entity?

If so, since Activity entity do not have forms, you need to insert timeline into the specific Activity type entity forms, such as Email, Phone Call, Appointment.

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Kechi 40 on at

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Hi there,

I apologies, i sent you the wrong entity.

1. The entity i need to look at is below, both notes and activities have been checked.

2. My entity form

3. Timeline is still grayed out

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LuHao 40,892 on at

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Hi Kechi,

Could you check if this form already have the timeline?

There can only be one timeline component per form.

It should be long in the form.

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Kechi 40 on at

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Hi Lu Hao,

Yes it's under the "Case for interactive experience" form

If i remove the timeline from this form will i then be able to see it under my "web-Edit Case" form ?

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Marcel Maier 60 on at

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Hi Kechi,

no, the forms should behave separately. Are you sure you don't already have it on your "web-Edit Case" form?

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LuHao 40,892 on at

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Hi Kechi,

1. As Marcel said, each form is separated and independent. The timeline of the "Case for interactive experience" form has nothing to do with the "web-Edit Case" form.

2. With the fact that "Case for interactive experience" form has the timeline, we are sure that the timeline can be added into Case entity forms, including "web-Edit Case" form.

So, please check the "web-Edit Case" form again to see if it already has the timeline.

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