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How to display the subject of portal comment in the Activities

Posted on by 60


Hi,

Reg : D365, Customer Service Portal

I would want to display the subject of portal comment in the Activities in Case Details Page of the Customer.

Thanks

  • Saravanakumar P Profile Picture
    Saravanakumar P 25 on at
    RE: How to display the subject of portal comment in the Activities

    Hi Leo,

    Please find the below screenshot for the requirement,

    When you add the Subject in New Portal Comment from D365 Customer Service Hub that subject should be displayed into the Timeline of the customer portal.

    pastedimage1600940264403v1.png

    pastedimage1600940881074v2.png

    Please let me know is there any way to display the Subject from D365 to Customer Portal

    Thank you

  • Suggested answer
    LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: How to display the subject of portal comment in the Activities

    Hi Partner,

    If you created portal comment from D365 UCI, you could fill in the subject and it will display on the timeline both in D365 and portal.(You need to add the portal comment to "Portal Timeline View" in Activity entity view first).

    pastedimage1600913552539v2.png

    pastedimage1600913570287v3.png

    And if you created portal comment in portal directly, you could only fill in description without subject, it is by design.

    pastedimage1600913585052v4.png

    But we can see that if the portal comment contains subject, it will display on portal or D365 entity form timeline automatically.

    If my understanding is not correct, please share details.

    Regards,

    Leo

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