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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Timeline display
Customer experience | Sales, Customer Insights,...
Suggested Answer

Timeline display

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Posted on by A Wennerwik 155

Hi,

Is it possible to show who an activity is assigned to in the Timeline control on a form?

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  • Suggested answer
    AJ-22040756-0 Profile Picture
    AJ-22040756-0 Microsoft Employee on at

    Hi Partner,

    You can add the Owner field in the timeline to see the owner for the activity.. you can follow the mentioned steps 

    1. Fields which are appearing in timeline are picked from the card forms, so for every entity you will find  task form, 

    Herein we are adding an owner field in Task form

    Navigate to  Customization -> customize the System -> Entities -> Task -> Task card form

    Add the owner field in the form as highlighted

    pastedimage1590292282828v1.png

    2. Save and Publish these changes on the Card form

    3. Once it is published, Navigate to Customization -> customize the System -> Entities -> Contact 

    4. Open the Contact Form, double click on timeline section and make the changes  as mentioned below to take effect of changes in card form

    pastedimage1590292685983v2.png 

    Once this changes are published, you can refresh the contact form and should be able to see the owner field in timeline for task entity

    pastedimage1590292820881v3.png

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