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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to change "No...
Customer experience | Sales, Customer Insights,...
Suggested Answer

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

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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.

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Thanks

Angela

I have the same question (0)
  • MehranBre Profile Picture
    MehranBre 732 on at

    hello,

    can you send a screenshot to more help?

    best regards.

  • Suggested answer
    Ayaka Iwai Profile Picture
    Ayaka Iwai on at

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

    Please see annotation entity records to check it.

  • Community Member Profile Picture
    Community Member on at

    Hello Mehran,

    I added a screen inside the post.

    Thanks for your interest.

  • Suggested answer
    Inogic Profile Picture
    Inogic 715 on at

    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!

  • Suggested answer
    M.M Profile Picture
    M.M 5 on at

    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
    Ray Profile Picture
    Ray 1,537 on at

    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:

    Timeline-Customization-Steps.png

    Result screenshot after published changs:

    Result-screenshot.png

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