{"id":11878,"date":"2020-11-12T18:35:05","date_gmt":"2020-11-13T02:35:05","guid":{"rendered":"https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/power-apps\/making-the-timeline-maker-more-productive\/"},"modified":"2025-06-11T07:56:54","modified_gmt":"2025-06-11T14:56:54","slug":"making-the-timeline-maker-more-productive","status":"publish","type":"post","link":"https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/power-apps\/making-the-timeline-maker-more-productive\/","title":{"rendered":"Making the timeline maker more productive"},"content":{"rendered":"<p>Leading up to and through the October Wave 2020 release, we&#8217;ve been working hard\u00a0to extend the configuration capabilities for the timeline control in the new <a href=\"https:\/\/make.powerapps.com\/\" rel=\"noopener\" target=\"_blank\"><span style=\"color: #0000ff\">Power Apps<\/span> <span style=\"color: #0000ff\">form designer<\/span><\/a> experience. The intent of our work has been to expose configuration that is\u00a0used to enable our out-of-box timeline experience, which will in turn empower you,\u00a0as our makers, to adjust the experience to best suit your business scenarios.<\/p>\n<p>We still have a ways to go, but we&#8217;re getting closer and want to make sure we&#8217;re raising awareness about the new potential we&#8217;re unlocking.<\/p>\n<p>Currently, you&#8217;re able to use the <span style=\"color: #0000ff\"><a href=\"https:\/\/make.powerapps.com\/\" rel=\"noopener\" style=\"color: #0000ff\" target=\"_blank\">new form designer<\/a><\/span> to configure each instance of the timeline on your form. Start by adding the timeline component to any entity form with intuitive drag-and-drop functionality:<\/p>\n<p style=\"padding-left: 30px\"><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone wp-image-11919 size-full\" height=\"1057\" src=\"https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/11\/timelineconfig_01.png\" width=\"1920\" srcset=\"https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/11\/timelineconfig_01.webp 1920w, https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/11\/timelineconfig_01-300x165.webp 300w, https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/11\/timelineconfig_01-1024x564.webp 1024w, https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/11\/timelineconfig_01-768x423.webp 768w, https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/11\/timelineconfig_01-1536x846.webp 1536w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<hr\/>\n<p>Once the timeline control is on your form, you have quick access to your configuration options. Of course, we have the existing configuration options, but we&#8217;ve redesigned and laid out everything in an easier-to-understand format.<\/p>\n<p>We&#8217;ve also added new options, such as the ability to disable the search bar:<\/p>\n<p style=\"padding-left: 30px\"><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone wp-image-11920 size-full\" height=\"1056\" src=\"https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/11\/timelineconfig_02.png\" width=\"1920\" srcset=\"https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/11\/timelineconfig_02.webp 1920w, https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/11\/timelineconfig_02-300x165.webp 300w, https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/11\/timelineconfig_02-1024x563.webp 1024w, https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/11\/timelineconfig_02-768x422.webp 768w, https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/11\/timelineconfig_02-1536x845.webp 1536w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<hr\/>\n<p>As you move down the con<span style=\"font-size: 1rem\">figuration, you&#8217;ll see <\/span>another new addition\u00a0\u2013 You now have the<span style=\"font-size: 1rem\">\u00a0ability to:\u00a0<\/span><\/p>\n<ul>\n<li style=\"list-style-type: none\">\n<ul>\n<li>load the timeline with all the records expanded<\/li>\n<li><span style=\"font-size: 1rem\">choose to <\/span>enable or disable the &#8220;What you&#8217;ve missed&#8221;<span style=\"font-size: 1rem\"> summary notification<\/span><\/li>\n<li><span style=\"font-size: 1rem\">easily <\/span>see every type of available activity record<span style=\"font-size: 1rem\"> with clear check marks to show whether they&#8217;re enabled for this timeline<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p style=\"padding-left: 30px\"><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone wp-image-11921 size-full\" height=\"1056\" src=\"https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/11\/timelineconfig_03.png\" width=\"1920\" srcset=\"https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/11\/timelineconfig_03.webp 1920w, https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/11\/timelineconfig_03-300x165.webp 300w, https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/11\/timelineconfig_03-1024x563.webp 1024w, https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/11\/timelineconfig_03-768x422.webp 768w, https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/11\/timelineconfig_03-1536x845.webp 1536w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<hr\/>\n<p>The following new configuration functionality allows for quick customization of\u00a0 activities from which you can create new records using the timeline from a list that was previously hardcoded.<\/p>\n<p>We also heard your feedback on the status tags for some activities, that they&#8217;re unnecessary and add noise instead of clarity, so you&#8217;re now able to disable the display of status tags on certain record types.<\/p>\n<p>By clicking on an activity, you can:<\/p>\n<ul>\n<li style=\"list-style-type: none\">\n<ul>\n<li>enable and disable different types of records<\/li>\n<li>add an activity to the +New menu<\/li>\n<li>disable display tags on certain record types<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p style=\"padding-left: 30px\"><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone wp-image-11922 size-full\" height=\"1057\" src=\"https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/11\/timelineconfig_04.png\" style=\"font-size: 1rem\" width=\"1920\" srcset=\"https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/11\/timelineconfig_04.webp 1920w, https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/11\/timelineconfig_04-300x165.webp 300w, https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/11\/timelineconfig_04-1024x564.webp 1024w, https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/11\/timelineconfig_04-768x423.webp 768w, https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/11\/timelineconfig_04-1536x846.webp 1536w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<hr\/>\n<p>As we ar<span style=\"font-size: 1rem\">r<\/span><span style=\"font-size: 1rem\">ive at<\/span><span style=\"font-size: 1rem\">\u00a0the last of our current\u00a0<\/span><span style=\"font-size: 1rem\">configuration items, you can see that there are a number of <\/span>new options available<span style=\"font-size: 1rem\"> here.\u00a0\u00a0<\/span><span style=\"font-size: 1rem\">You can now:<\/span><\/p>\n<ul>\n<li style=\"list-style-type: none\">\n<ul>\n<li>Change the type of rollup data<span style=\"font-size: 1rem\"> displayed f<\/span><span style=\"font-size: 1rem\">or <\/span>account<span style=\"font-size: 1rem\">, <\/span>contact,<span style=\"font-size: 1rem\"> and <\/span>opportunity<span style=\"font-size: 1rem\"> entity form.\u00a0This means if you find accounts that are showing\u00a0too many related records on the timeline, you can simplify what you see by setting your rollup to related or none. <span style=\"color: #0000ff\"><a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/customer-engagement\/web-api\/rolluptype?view=dynamics-ce-odata-9\" rel=\"noopener\" style=\"color: #0000ff\" target=\"_blank\">Learn more<\/a> <\/span>about rollup types.<\/span><\/li>\n<li><span style=\"font-size: 1rem\">\u00a0C<\/span><span style=\"font-size: 1rem\">hoose which date to use for the Notes and Posts on your timeline.\u00a0\u00a0If you&#8217;re tired of your post disappearing down the timeline even when there are replies, then change the sorting to use Modified On, and it will return to the top of the timeline each time anyone replies!<\/span><\/li>\n<li><span style=\"font-size: 1rem\">Add customized configuration for your rich text notes by providing a link to your personalized <span style=\"color: #0000ff\"><a href=\"https:\/\/aka.ms\/richtexteditor\" rel=\"noopener\" style=\"color: #0000ff\" target=\"_blank\">rich text editor web resource<\/a>.<\/span><\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p style=\"padding-left: 30px\"><img loading=\"lazy\" decoding=\"async\" alt=\"\" class=\"alignnone wp-image-11923 size-full\" height=\"1056\" src=\"https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/11\/timelineconfig_05.png\" width=\"1920\" srcset=\"https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/11\/timelineconfig_05.webp 1920w, https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/11\/timelineconfig_05-300x165.webp 300w, https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/11\/timelineconfig_05-1024x563.webp 1024w, https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/11\/timelineconfig_05-768x422.webp 768w, https:\/\/cm-edgetun.pages.dev\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/11\/timelineconfig_05-1536x845.webp 1536w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<hr\/>\n<p>More configuration options\u00a0will be available soon on the designer, including the ability to:<\/p>\n<ul>\n<li style=\"list-style-type: none\">\n<ul>\n<li><strong>Set the default filters you want applied to the timeline.<\/strong> You can still allow users access to clear filters or apply different filters if you wish, but each time the timeline is reloaded, the default filters are applied.<\/li>\n<li><strong>Remove filters you never need on a timeline from the filter pane.<\/strong> This will allow your users to focus on the filters that matter most.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>We&#8217;re\u00a0working on even more to come in the future.\u00a0We&#8217;ll be bringing you:<\/p>\n<ul>\n<li style=\"list-style-type: none\">\n<ul>\n<li>A visualization of each type of timeline record that lets you hide or show labels for every field \u2013 even for Notes and Posts<\/li>\n<li>The option to show all the fields you add in the body of your card form configuration instead of only the top three, and the ability to choose how to show that data, either when the record is expanded or all the time.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>We hope you&#8217;ve found this review of the new and planned capabilities useful. Thank you to everyone who submitted ideas, raised support tickets,\u00a0 attended our webinars, and event sessions\u00a0\u2013\u00a0your voices are being heard and turned into action. Please keep providing us with your feedback and opinions!\u00a0 Until next time, we&#8217;re listening!<\/p>\n<p><span style=\"color: #0000ff\"><a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/customer-service\/customer-service-hub-user-guide-timeline-admin\" rel=\"noopener\" style=\"color: #0000ff\" target=\"_blank\">Learn more<\/a>\u00a0<\/span>in our timeline documentation.<br \/>\n<span style=\"color: #0000ff\"><a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/customer-engagement\/web-api\/rolluptype?view=dynamics-ce-odata-9\" rel=\"noopener\" style=\"color: #0000ff\" target=\"_blank\">Learn more<\/a><\/span> about rollup types.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Making the timeline maker more productive<\/p>\n","protected":false},"author":223,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"ms_queue_id":[],"ep_exclude_from_search":false,"_classifai_error":"","_classifai_text_to_speech_error":"","_alt_title":"","ms-ems-related-posts":[],"footnotes":""},"audience":[3378],"content-type":[3424],"job-role":[],"product":[3473],"property":[],"topic":[3421],"coauthors":[2194],"class_list":["post-11878","post","type-post","status-publish","format-standard","hentry","audience-it-professional","content-type-news","product-power-apps","topic-application-modernization"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Making the timeline maker more productive - Microsoft Power Platform Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link 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