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Add Custom relationships to Timeline

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Posted on by Hedi bn

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Hello ,

I have Custom Entity A with a lookup of Entity Account

I want to See all Tasks related to the Account in the Timeline from Entity A

i have a Custom relationship between Entity A an Task (1-N)

I have A Flow (Power Automate) Who triggered When a new Task is created (filter Regarding is of Type Account):
if there is a Record my Entity A who have a relation with This Account so I Relate My Record with this Task .

Everything is Working perfectly.

Probleme is that i stay not seeing the related Tasks in my A entity Timeline!

it is Possible to add a Custom relationship to the Timeline to see the task there .

The customer absolutely wants to see the tasks in the timeline and not in a subgrid

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Rui Carvalho on at

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RE: Add Custom relationships to Timeline

Hello,

Is the Entity A an entity of type Activity and has the same configuration has displayed on this documentation: docs.microsoft.com/.../set-up-timeline-control ?

More information about the timeline can be found here: docs.microsoft.com/.../customer-service-hub-user-guide-timeline-admin

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