web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Customer Service forum

UCI Timeline shows unrelated items

(0) ShareShare
ReportReport
Posted on by 35

On our account's timeline in the UCI, a custom activity entity has been added. This shows account-related information, but not all items on the timelines are related to the account the user is viewing. Is there any way to force the timeline to load only related items (as you can with a subgrid), or is something wrong with the custom entity's configuration for this to happen?

Categories:
I have the same question (0)
  • Suggested answer
    PS Profile Picture
    23,577 on at
    RE: UCI Timeline shows unrelated items

    By going to account form editor, you can select what 'Activity types' you want to show on account timeline

  • Roland Pot Profile Picture
    35 on at
    RE: UCI Timeline shows unrelated items

    As the results on the timeline were inaccurate, I was asked to remove those specific items from the timelines. I can add them back for trouble shooting, but not during working hours, so I'll try to do that tonight or maybe early tomorrow morning before my coworkers start.

  • Suggested answer
    Arun Vinoth Profile Picture
    11,615 Moderator on at
    RE: UCI Timeline shows unrelated items

    Sounds unbelievable. Timeline has to show all the activity records which has the Account (or any Activity enabled entity) chosen as Regarding field.

    If you see otherwise then either a platform bug or you have Rollup view enabled for Account/Contacts activities.

    Can you confirm the activities regarding field is somehow related to that Account. Share the screenshot too.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard > Customer Service

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans