Timelines In Portals

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Posted on by Megan V. Walker

1,841 Most Valuable Professional

Hi, wondering if there is a way to get around how the portal displays the activities on a timeline on a case specifically.

In a portal, I am going to enable the ability to display Emails, Phone Calls, Tasks and Portal Comments. No problem. However, the description field (which I want displayed) can get really long, so the idea would be to show just the subject, activity type and date, and then be able to open up the detail to read more.

First thought was to create a view of activities, a form to display the activity and then use an Entity Form with a subgrid with the view, then enable the activity to be opened using a different Entity Form which displays an activity form. Problem is, the activity entity cannot be edited and you can't create forms for it. It makes sense because the forms exist on the Phone Call, Task and Email entities.

So, here is what I have figured out and come up with so far:

The Portal Timeline cannot be edited. So, I can either show it as is, or not show it.
I can show a list of activities like you see below, and determine which fields are displayed
However, even though we can try and link the activity to a pop up to view the detail, the activity entity doesn’t have forms, so we can’t customise anything and nothing displays ?
- So we have two options:
  - Leave the timeline in place to show everything (based on the date filter you will give me), and just accept that the list could end up being really long based on what is in the description of an activity
  - Add in a list of activities and opt to display specific fields, like the subject, description and don’t let them drill in to it any further:

However, then you can see the issue with the HTML of the email being displayed in all it's glory.... NOT pretty.

So, any ideas from anyone on how I can display the timeline of activities, but let the user drill in to the content to see the description?

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Megan V. Walker 1,841 Most Valuable Professional on at

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Anyone have any ideas? :-(

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Arpit Shrivastava 7,518 User Group Leader on at

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Hello,

Try below code under 'Custom JavaScript' section of Web page to replace your HTML code with Text format.

$(document).ready(function(){

$("td[data-attribute*='description']").each(function() {

var emailMessage=$(this).attr('data-value');

$(this).html(emailMessage);

});

});

Mark this an answer, If it helps.

Cheers
Arpit
https://arpitmscrmhunt.blogspot.in

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Megan V. Walker 1,841 Most Valuable Professional on at

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Thanks Arpit. I will give it a try!

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Megan V. Walker 1,841 Most Valuable Professional on at

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Hi Arpit. This didn't work unfortunately. Any other ideas or tweaks to the JS?

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LeeHarris 30 on at

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Hi Megan,

Did you ever manage to solve this? I am having the same issue. I have tried the custom javascript but it just doesn't appear to be firing when the form loads.

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Arpit Shrivastava 7,518 User Group Leader on at

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Hi,

Please make sure you have configured below site setting in order to display activites or timeline on portal. By default its value is false.

"CustomerSupport/DisplayAllUserActivitiesOnTimeline" with value "True".

Mark this an anwser. If it helps

Cheers

Arpit

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LeeHarris 30 on at

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Hi Arpit,

I was originally using the sub grid approach that Megan mentioned in the original post but have now tried going back to using the standard Timeline view. Even with the setting you mentioned I am now just getting "Error completing request. Internal Server ErrorInternal Server Error" whenever it tries to load the Timeline. Any ideas?

In case it helps, I have set up global web roles for incident, activitypointer, and adx_portalcomment. I have also added the timeline metadata and can add new portal comments from the portal, and then see these in Dynamics. Not sure what I've missed.

Thanks

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Arpit Shrivastava 7,518 User Group Leader on at

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Please check all the configurations given in below article. May be you missed anything.

[View:https://community.dynamics.com/enterprise/b/colinvermandermicrosoft/archive/2017/02/20/dynamics-365-portals-display-activities-with-timeline]

Hope it helps.

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AntonioV 80 on at

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Hi Lee, you probably solved this, but just in case you did not, I came across a similar issue, in my case I had a wrong entity relationship put under entity permission record for the Activity entity (I used the Parent permission type, but the wrong relationship was chosen - new entities were created)

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AntonioV 80 on at

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Also, did anyone manage to change the columns of the Portal Comment entity that are displayed in the default Timeline for a given entity. I can see the Portal Comments on Timeline, I can create Comments from Portal but I cannot change the columns of the Portal Comment entity that are displayed inside the timeline. Default columns that are shown are From and Description. I've tried to change various views but no effect.

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