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Dynamics 365 Community / Forums / Customer Service forum / View selector on porta...
Customer Service forum

View selector on portal timeline view?

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Posted on by Community Member

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

I have the same question (0)
  • Community Member Profile Picture
    Community Member on at
    RE: View selector on portal timeline view?

    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  

  • Community Member Profile Picture
    Community Member on at
    RE: View selector on portal timeline view?

    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

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