Timeline is not populating

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Posted on by Suresh Kumar Pradhan

Hi Guys,

I am using a trial version of the dynamics crm and have an unified interface which allows user to sign a pdf form and submit it and the attached pdf is not showing up in the timeline in the dashboard. The issue is whenever a pdf is signed the timeline is not populating but when i create a not on itself it shows up.

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Suresh Kumar Pradhan 5 on at

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RE: Timeline is not populating

Issue Resolve buddy ! Thanks
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Henry J. 5,237 on at

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RE: Timeline is not populating

Hi Suresh,

If the note exists but you can't see it, can you can check on the form editor if note records haven't been filtered out?
Suresh Kumar Pradhan 5 on at

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RE: Timeline is not populating

I am trying to views notes in the filters tab in the timeline. Now it is showing only Posts.
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Henry J. 5,237 on at

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RE: Timeline is not populating

Hello Suresh,

Can you share more details on the issue?

From what you are describing, it sounds like you are also trying out an ISV add-on to enable electronic signature of PDF documents.
In that case, this issue probably needs to be fixed by the provider of that add-on.

Henry