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Update set-up-timeline-control.md
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powerapps-docs/maker/model-driven-apps/set-up-timeline-control.md

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@@ -154,7 +154,7 @@ Since the example considered in this procedure is Account. Let us see the Email
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2. Subject
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3. Description
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After modifying the **Email card** form (from the Email entity), and updating the options in the **Account for Interactive experience** form in the Account entity, you can view see the changes.
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After modifying the **Email card** form (from the **Email** entity) and updating the options in the **Account for Interactive experience** form in the **Account** entity, you can view see the changes.
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| Field | Value |
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|---------------------------|---------------------------|
@@ -208,7 +208,7 @@ Any card form has the following sections:
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|------------------------------|--------------------------------------|---------------------------------------|
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| A | ColorStrip | ColorStrip section is never displayed to the user. |
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| B | Header | Fields 1 and 2 in are displayed to the user. |
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| C | Details | Fields 3, 4, and 5 are displayed to the user, where fields 3 and 4 are displayed in the collapsed mode and field 5 is displayed in the expanded mode. |
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| C | Details | Fields 3, 4, and 5 are displayed to the user where Fields 3 and 4 are displayed in the collapsed mode and Field 5 is displayed in the expanded mode. |
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| D | Footer | Footer section is never displayed to the user. |
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For example, see **Email form**.
@@ -220,7 +220,7 @@ For example, see **Email form**.
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**Email card collapsed mode**
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Fields **1**, **2** from the **Header** section and fields **3** and **4** from the **Details** section are displayed in the collapsed mode.
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Fields **1** and **2** from the **Header** section and Fields **3** and **4** from the **Details** section are displayed in the collapsed mode.
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> [!div class=mx-imgBorder]
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> ![Email card in collapsed mode](media/email-card-collapsed.png "Email card in collapsed mode")
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To customize the card form, follow these steps:
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1. Sign in to your `https://<YourOrgURL>.dynamics.com/apps` environment.
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1. Sign in to your `https://<YourOrgURL>.dynamics.com/apps` environment.
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2. Open a model-driven app, and then on the command bar select **Settings** ![Settings](../model-driven-apps/media/powerapps-gear.png "Settings") > **Advanced Settings**.
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2. Open a model-driven app, and then on the command bar select **Settings** ![Settings](../model-driven-apps/media/powerapps-gear.png "Settings") > **Advanced Settings**.
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3. Go to **Settings** > **Customization** > **Customize the System**. The solution explorer page opens in a new browser window.
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4. Expand **Entities** under **Components** in the default solution pane.
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4. Expand **Entities** under **Components** in the default solution pane.
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5. Select an entity and select **Forms**. For example, select the **Task** entity.
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6. Select the **Task Card form** record from the list. The **Task Card form** opens in a new browser window.
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7. Add, move, or delete the fields. To learn more, see [Add, configure, move, or delete fields on a form](add-move-or-delete-fields-on-form.md).
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7. Add, move, or delete the fields. To learn more, see [Add, configure, move, or delete fields on a form](add-move-or-delete-fields-on-form.md).
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In this procedure, we'll modify **Email Card**.
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> [!div class=mx-imgBorder]
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> ![Email card configuration](media/customize-field-email1.png "Email card configuration")
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In the **Header** section, **Created on** field is replaced with **Priority**.
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In the **Header** section, the **Created on** field is replaced with **Priority**.
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Similarly, in the **Details** section, the **Priority** field is removed and the **Subject** field is moved up.
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Similarly, in the **Details** section, the **Priority** field is removed, and the **Subject** field is moved up.
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8. Select **OK**, and then select **Save**.
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9. Select **Publish** to publish the customizations.
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Now, you can view the changes in the Timeline control. In the collapsed mode, you can view the changes made to the card.
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Now, you can view the changes in the **Timeline** control. In the collapsed mode, you can view the changes made to the card.
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> [!div class=mx-imgBorder]
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> ![Email card configuration](media/email2.png "Email card configuration")
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### Step 1: Create an entity
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You can create an entity either in [classic mode](#classic-mode) or [PowerApps](#powerapps).
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You can create an entity either in [classic mode](#classic-mode) or [Power Apps](#powerapps).
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#### Classic mode
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1. Sign in to your `https://<YourOrgURL>.dynamics.com/apps` environment.
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2. Open a model-driven app, and then on the command bar select **Settings** ![Settings](../model-driven-apps/media/powerapps-gear.png) > **Advanced Settings**.
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2. Open a model-driven app, and then on the command bar select **Settings** ![Settings](../model-driven-apps/media/powerapps-gear.png) > **Advanced Settings**.
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3. Go to **Settings** > **Customization** > **Customize the System**. The solution explorer page opens in a new browser window.
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4. Select **Entities** under **Components** in the default solution pane.
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5. Select **New** to create an entity. A new browser window is displayed.
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5. Select **New** to create an entity. A new browser window is displayed.
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6. Enter the required fields as described in the [Create an entity](https://docs.microsoft.com/dynamics365/customerengagement/on-premises/customize/create-entities) topic.
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@@ -330,13 +330,13 @@ You can create an entity either in [classic mode](#classic-mode) or [PowerApps](
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Follow the [Create a custom entity](../common-data-service/data-platform-create-entity.md) topic to create an entity using the PowerApps.
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After step 3 in the [Create an entity](../common-data-service/data-platform-create-entity.md#create-an-entity), before saving creating the entity, ensure you perform the following:
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After Step 3 in the [Create an entity](../common-data-service/data-platform-create-entity.md#create-an-entity), before saving creating the entity, ensure you perform the following:
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1. Expand **More settings** > **Entity type and ownership**.
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2. Select **Activity entity** option from the **Choose entity type** drop-down list.
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2. Select the **Activity entity** option from the **Choose entity type** drop-down list.
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3. Ensure **Display in Activity menus** check box is selected.
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3. Ensure the **Display in Activity menus** check box is selected.
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4. Expand **Create and update settings**.
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After you create the entity and enable it as an activity, you need to add the entity to the model-driven app.
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1. Sign in to your `https://<YourOrgURL>.dynamics.com/apps` environment.
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1. Sign in to your `https://<YourOrgURL>.dynamics.com/apps` environment.
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2. Select the ellipsis (**...**) on a model-driven app tile. For example, **Customer Service Hub** app tile.
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1. Sign in to your `https://<YourOrgURL>.dynamics.com/apps` environment.
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2. Open a model-driven app, and then on the command bar select **Settings** ![Settings](../model-driven-apps/media/powerapps-gear.png) > **Advanced Settings**.
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2. Open a model-driven app, and then on the command bar select **Settings** ![Settings](../model-driven-apps/media/powerapps-gear.png) > **Advanced Settings**.
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3. Go to **Settings** > **Customization** > **Customize the System**. The solution explorer page opens in a new browser window.
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4. Expand **Entities** under **Components** in the default solution pane.
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4. Expand **Entities** under **Components** in the default solution pane.
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5. Select an entity form the list. For example, Account.
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6. Scroll down to Outlook & Mobile section, and select the check box for the following options:
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6. Scroll down to **Outlook & Mobile** section, and select the check box for the following options:
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- Enable for mobile (according to your requirements)
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- Read-only in mobile (according to your requirements)
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### Select the modules to display
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After you select **Enable for mobile** and **Read-only in mobile** options (as per your requirement) for an entity, you need to select the module to display in the timeline. Select **Show all** if you want to show all the modules or select **Show selected** if you want to show one or more modules as per your business requirement. If you select **Show selected**, choose the modules you want to display.
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Follow the steps 1-8 described in the [Customize modules](#customize-modules) section, and then save and publish the customizations.
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Follow the Steps 1-8 described in the [Customize modules](#customize-modules) section, and then save and publish the customizations.
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> [!div class=mx-imgBorder]
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> ![Select Timeline modules to display](media/timeline-activity.png "Select Timeline modules to display")

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