Dynamics Community Forum Thread Details

Timeline - E-mail Card Form - Not Showing Correct Fields

Hello,

Timeline e-mail card customization is pretty confusing for me. How can I display the e-mail card in the timeline so that

Header:
column: Created by
column: To
Body:
column: Subject
column: Description
footer:
column:created on

This is my custom email card form:

This is the timeline options in my case form:

This is how the emails appear in the timeline:

Categories:

Dynamics 365 Customer Service

Good morning, afternoon, or evening - depending on your location :)
Hope you are well today!

Customizing the timeline email card to display specific fields like "Created by," "To," "Subject," "Description," and "Created on" is achievable with a few steps.
Steps to Customize the Email Card in the Timeline:

Access the Form Editor:
- Navigate to Settings → Customizations → Customize the System.
- Open the entity that contains the timeline where you want to display the email card, such as the Case form or a custom entity.
Select the Timeline Control:
- In the form editor, locate and click on the timeline control.
Configure Card Form Fields:
- In the timeline properties, ensure the "Activities" tab is selected.
- Look for the Email Card Form settings.
- Choose the card form designated for emails (or create a new one for further customization).
Design the Email Card:
- Open the email card form for editing. Add the required fields to the appropriate sections:
  - Header:
    - Add the "Created by" field.
    - Add the "To" field.
  - Body:
    - Add the "Subject" field.
    - Add the "Description" field.
  - Footer:
    - Add the "Created on" field.
- Arrange these fields in the desired order and save the form.
Publish and Test:
- Save and publish your customizations.
- Test the timeline on a record to ensure the email card displays the fields as intended.