Customer experience | Sales, Customer Insights,...

How to change "Note modified by" to "Note Created by" in the timeline feed?

(0) Share

Report

Posted on by Community Member

Does anybody know how to change the default behaviour of notes in the timeline so it displays the "Created By" field rather than the "Modified By" field?

Your suggestions are greatly Appriciated.

Thanks

Angela

All responses (6)

Answers (0)

Suggested answer

Ray 1,485 on at

Like (0)

Report

RE: How to change "Note modified by" to "Note Created by" in the timeline feed?

You can change the default form layout for Note enitty in timeline component.

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.

5. Publish all the changes.

Here is a picture show about the steps:

Result screenshot after published changs:
Suggested answer

M.M 5 on at

Like (0)

Report

RE: How to change "Note modified by" to "Note Created by" in the timeline feed?

If you are using online instance . we can update this using power apps forms

I have tested this

please find the link below

docs.microsoft.com/.../set-up-timeline-control

Please check this as answer if the issue resolved.
Suggested answer

Inogic 472 on at

Like (0)

Report

RE: How to change "Note modified by" to "Note Created by" in the timeline feed?

Hi,

There is no OOB way to customize the notes on the timeline. We can’t display the "Created By" field rather than the "Modified By" field.

Hope this helps,

Thanks!
Community Member on at

Like (0)

Report

RE: How to change "Note modified by" to "Note Created by" in the timeline feed?

Hello Mehran,

I added a screen inside the post.

Thanks for your interest.
Suggested answer

Ayaka Iwai on at

Like (0)

Report

RE: How to change "Note modified by" to "Note Created by" in the timeline feed?

I think there is no OOB functions to change "modified by" field display on timeline.

Please see annotation entity records to check it.
MehranBre 730 on at

Like (0)

Report

RE: How to change "Note modified by" to "Note Created by" in the timeline feed?

hello,

can you send a screenshot to more help?

best regards.