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Customer experience | Sales, Customer Insights,...
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Timeline Personal Settings

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Posted on by 5

On a record Timeline, there is the option to set filters. For some Users, under the [3-dots] More Commands, the dropdown shows Personal Settings with the option to 'Remember my filters'.

pastedimage1677686930430v1.png

But for other Users, this Personal Settings option is not available. 

pastedimage1677686982974v2.png

How do we get all Users to have the Personal Settings option?

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  • Suggested answer
    Haig Liu Profile Picture
    Microsoft Employee on at
    RE: Timeline Personal Settings

    Hi SSamp,

    According to the documentation:

    https://learn.microsoft.com/en-us/power-apps/user/add-activities#save-filter-settings

    If you have a system administrator or basic user role, Remember my filters works by default. If you don't have either of these roles, you must have Create/Read/Write privileges to be added to the msdyn_customcontrolextendedsettings entity for the setting to work.

    Giving Permissions: 

    pastedimage1677751081607v1.png

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