Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Unified Interface Time...
Microsoft Dynamics CRM (Archived)

Unified Interface Timeline - How to change "Note modified by" to "Note Created by" in the timeline feed?

(1) ShareShare
ReportReport
Posted on by Martyn Booth 10

Does anybody know how to change the default behaviour of notes in the new timeline feed so it displays the "Created By" field rather than the "Modified By" field, see the screenshot below:

17541.Capture.JPG

The problem I have is that when a user creates a note, the Modified By field is blank so you can't see who created the note.  If the note is modified after creation, the users' name shows up, but that is useless to me.

I've been trying to see where you can change it but a lot of the options on the note (annotation) entity appear to be locked down.

Any help would be greatly appreciated, I'm trying to push the new unified interface but this is going to be a blocker.

Thanks,

Martyn

*This post is locked for comments

  • Cheddar Head Profile Picture
    Cheddar Head 5 on at
    RE: Unified Interface Timeline - How to change "Note modified by" to "Note Created by" in the timeline feed?

    Same here. A new note should not have a modified by, it should be "new". How do we change the Timeline?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Unified Interface Timeline - How to change "Note modified by" to "Note Created by" in the timeline feed?

    We have the same problem. The timeline needs to show the Created By and the date time on Notes like it did in the classic UI.

  • Martyn Booth Profile Picture
    Martyn Booth 10 on at
    RE: Unified Interface Timeline - How to change "Note modified by" to "Note Created by" in the timeline feed?

    Hi Kokulan,

    Thanks for your reply. No, I don't have any users with no names and yes, when I do an advance find, the notes have got the correct Modified On user. It's only on the new timeline that this happens. Here is the same note in the old and new interfaces:

    0652.Capture-2.JPG

    0652.Capture-2.JPG

    Thanks,

    Martyn

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,048 on at
    RE: Unified Interface Timeline - How to change "Note modified by" to "Note Created by" in the timeline feed?

    Hi

    The Created By and Modified By will always be set by the system.

    Do you have a user with  no Name?

    If you do advance find and list all the notes created, you would see its got modified by set

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans