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Disable seeing Cases Related Activities in Accounts Timeline

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Posted on by fshaikh

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I want to disable case related activities (specially emails) to stop showing on Account timeline.

I have tried selecting None in Activity RollUp type in Accounts Form timeline settings and disabling Case in Related Records in Accounts Form timeline settings. But still, the emails which are tracked in the Case are being shown in the account.

How to stop this from happening?

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Fiona_Tiernan 327 Super User 2024 Season 2 on at

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Disable seeing Cases Related Activities in Accounts Timeline

Good afternoon,

Activities can be filtered by navigating to Advanced Settings > Settings > Customizations > Customize the system. From there, you can expand the list of entities and open up the form of the entity of which you would like to filter the timeline, and edit the timeline properties:

You can also navigate to update this through the maker portal, but once you have opened the form in your solution you will need to 'switch to classic' as below, as I'm not aware that this option exists yet in the new designer view:

If this answer was helpful, please consider marking it as verified :) Any questions please let me know, and I will try my best to answer them!

Kind regards,

Fiona

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