Dynamics Community Forum Thread Details

Hello TillPragmatic,

You're encountering a common issue when trying to display the "Regarding" field (specifically, the related object's name) in the timeline's email card form. The "undefined" value indicates that the timeline is struggling to resolve the related object's name from the regardingobjectid field.

Here's a breakdown of the problem and how to fix it:

Understanding the Problem:

regardingobjectid (Lookup Field):
- This field stores the lookup reference to the related record (e.g., Account, Contact, Opportunity).
- It stores the GUID of the related record, not the record's name.

Timeline Rendering:
- The timeline needs to perform a lookup to the related record to retrieve the name for display.
- If this lookup fails, or if the timeline doesn't have the necessary information to perform the lookup, it will display "undefined..

Card Form Limitations:
- Card forms in the timeline have some limitations regarding related entity lookups.

Troubleshooting and Solutions:

Ensure Related Entity is Included in the App:
- The most common reason for "undefined" is that the related entity (the one referenced in regardingobjectid) is not included in the model-driven app.
- Solution:
  - Open your model-driven app in the app designer.
  - Ensure that the related entity is included in the app's entities list.
  - Publish the app.

Verify Entity Permissions:
- The user viewing the timeline must have read permissions for the related entity.
- Solution:
  - Check the user's security role and ensure they have read privileges for the related entity.

Check the "Primary Name" Field of the Related Entity:
- The timeline uses the related entity's "primary name" field to display the record's name.
- Solution:
  - Go to the related entity's customization settings.
  - Verify that the "primary name" field is correctly configured.
  - Make sure that the primairy name field has data in it.

Card Form Customization (Advanced):
- In some cases, the timeline's card form might need additional customization to correctly retrieve the related entity's name.
- Solution:
  - If the previous steps don't resolve the issue, you might need to use JavaScript to retrieve the related entity's name and display it in the card form.
  - This involves:
    - Using the Xrm.WebApi.retrieveRecord method to retrieve the related record.
    - Accessing the primary name field of the retrieved record.
    - Setting the value of a text field in the card form to the retrieved name.
  - This is a more advanced solution and requires JavaScript development skills.

Timeline Configuration:
- In rare cases, the timeline configuration itself might be causing the issue.
- Solution:
  - Remove the Email card from the timeline, publish, and then add it back.

Browser Cache:
- Clear your browser's cache and cookies.

Key Recommendations:

Start by ensuring that the related entity is included in the app. This is the most common cause.
Verify entity permissions.
Check the related entity's "primary name" field.
Only use Javascript as a last resort.

If you've checked these settings and the issue persists, the JavaScript customization option might be necessary.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.

My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.

Regards,

Daivat Vartak