Hi Everyone,
I am using the customer self-service portal for case management. I would like to view the notes and activities section on the portal form. If I set the default tab on the timeline control, I can see either of those, but what I need is to view both. Is it possible to use a view selector on the portal view?
Thanks,
Adam
Hi Hakim,
I have both Notes and Timeline metadata added to my entity form. Both are working properly if I set them as default on the timeline control of the underlying CRM form. My problem is not being able to switch between these two on the portal, it is either one or the other depending on what is set as default. Is there a workaround for this?
Thanks,
Adam
Hi Borisk,
Have a look at this article and see if it is of any help to you.
community.dynamics.com/.../dynamics-365-portals-display-activities-with-timeline
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