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Service | Customer Service, Contact Center, Fie...
Answered

How can I display associate records in The timeline

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Posted on by 12

Hi community, 

I would display the notes entred in "Incident Type Timeline" in the work order timeline when I enter the incident type.

I see the Timeline Configuration, but I cannot find anything. 

Can you recommend me a standard solution please?

Thank you. 

  • Verified answer
    Mohamed GRAIB Profile Picture
    2,508 Moderator on at

    Hi Yahya,

    You can use a Power automate Flow to display the notes in the work order Timeline.

    Your trigger is : When a record is added or modified.

    Tell us if the flow can resolve your problem

  • Yahya BEN AYED Profile Picture
    12 on at

    Can you give more details about the flow ?

    I don't understand what are the actions that I must implement.

    Thank you

  • Verified answer
    Mohamed GRAIB Profile Picture
    2,508 Moderator on at

    Step 1 : You add your trigger : When a row is added or modified in Dataverse

    pastedimage1670865092372v1.png

    Table Name : Work Order, Scope = Organisation, 

    After that, you must add a condition, where you mention that Incident type is not equal to Null. 

    pastedimage1670865177315v2.png

    If the Incident Type is not equal Null, Then you must List all Notes where the Object_id_value=Incident Type 

    pastedimage1670865246848v3.png

    Finally, You must add the Action, Add new row in Dataverse, This action must be added in Apply to each Control 

    pastedimage1670865404502v4.png

    Finally, to add these notes in the Timeline, You must map the field "Concern (Work order) in the action, This map permit you to displayy these notes in Timeline of the work order Form

    pastedimage1670865518314v5.png

    Here, you must enter : msdyn_workorders(@{triggerOutputs()?['body/msdyn_workorderid']})

    Please mark the answer Verified if it resolves your problem

  • Yahya BEN AYED Profile Picture
    12 on at

    Thank you

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