This method is only good for the development environments deployed on-site. Since the modifications are implemented directly in the database, they are not bound to any package. That is why the modifications will not be implemented in the database if the package with the view models and the tile view models is installed into another application. For the correct transfer of the developed functions, you need to bind the SQL-scripts that implement the corresponding modifications in the database when installing the package.
In Case I have created a custom BP that sends email to some of the CRM users. Now since this is a custom Email, it is now showing in Timeline Tab, how can I configure my custom Email so that it will show in Timeline.
If email is sent automatically via business process it will not create activity. You can either send it manually or use script task to send email and create activity.
It will appear in timeline when it is connected to the record. To connect email to record it must be created firs. You can use Send email to case assignee as an example to examine how activities are created and connected to records via script task.
There are no basic tools to add more fields or other entities into the timeline tab. It can only be done with the development tools.
Please refer to these articles which describe how to create a custom Timeline tabs in different sections. Please refer to them when developing the new, custom timeline tab with the custom fields
There are no basic tools to add the timeline tab through the section wizard. The same relates to the portal case page. You will need to involve the development process to add the timeline tab to any page in the system but as for portal, there is no much reason to add it since this detail has multiple connections to other entities in the system. Apart from that, the portal users might not have the access rights those entities.
Could you please let us know what is your business task?
Thank you Dean. If it requires custom development, I don't think we would want to implement. We were just checking to see if there was a standard and simple solution.
We enjoy the timeline tab for internal cases, we like how you can filter by date and by type of activity on the timeline. We thought it would be beneficial for our portal users to have this function if it was an option so they could put time filters on the entities that they have access to.
Thanks for your response, my question has been answered.
We need to track tasks that we perform for each account. we are doing some manually through tasks, now we are doing some via automation - we still need to record them so they show in the TimeLine - BTW, the timeline feature is great!
Thanks, this worked... but to note for others I added several more fields to fill out the activity for it to show up and record what I wanted.
I wanted the nice activity notification to appear like it does for a Task so I also went a step further. I left the Activity.Status field as "Not Started", added on a 2 sec timer and then closed the Activity by setting the Activity.Status = Completed. This gives the user a notification letting them know when the process is completed, records the activity and closes the process automatically. I do this added work for notification because the process varies in time, but the user needs to get a note while their waiting.
