You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
Copy file name to clipboardExpand all lines: powerapps-docs/maker/model-driven-apps/set-up-timeline-control.md
+21-21Lines changed: 21 additions & 21 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -154,7 +154,7 @@ Since the example considered in this procedure is Account. Let us see the Email
154
154
2. Subject
155
155
3. Description
156
156
157
-
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.
157
+
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.
| A | ColorStrip | ColorStrip section is never displayed to the user. |
210
210
| B | Header | Fields 1 and 2 in are displayed to the user. |
211
-
| 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. |
211
+
| 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. |
212
212
| D | Footer | Footer section is never displayed to the user. |
213
213
214
214
For example, see **Email form**.
@@ -220,7 +220,7 @@ For example, see **Email form**.
220
220
221
221
**Email card collapsed mode**
222
222
223
-
Fields **1**, **2** from the **Header** section and fields**3** and **4** from the **Details** section are displayed in the collapsed mode.
223
+
Fields **1** and **2** from the **Header** section and Fields**3** and **4** from the **Details** section are displayed in the collapsed mode.
224
224
225
225
> [!div class=mx-imgBorder]
226
226
> 
@@ -234,34 +234,34 @@ Field **5** from the **Details** section is displayed in the collapsed mode.
234
234
235
235
To customize the card form, follow these steps:
236
236
237
-
1. Sign in to your `https://<YourOrgURL>.dynamics.com/apps` environment.
237
+
1.Sign in to your `https://<YourOrgURL>.dynamics.com/apps` environment.
238
238
239
-
2. Open a model-driven app, and then on the command bar select **Settings** > **Advanced Settings**.
239
+
2.Open a model-driven app, and then on the command bar select **Settings** > **Advanced Settings**.
240
240
241
241
3. Go to **Settings** > **Customization** > **Customize the System**. The solution explorer page opens in a new browser window.
242
242
243
-
4. Expand **Entities** under **Components** in the default solution pane.
243
+
4. Expand **Entities** under **Components** in the default solution pane.
244
244
245
245
5. Select an entity and select **Forms**. For example, select the **Task** entity.
246
246
247
247
6. Select the **Task Card form** record from the list. The **Task Card form** opens in a new browser window.
248
248
249
-
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).
249
+
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).
@@ -284,19 +284,19 @@ To enable a custom activity in timeline, follow these steps.
284
284
285
285
### Step 1: Create an entity
286
286
287
-
You can create an entity either in [classic mode](#classic-mode) or [PowerApps](#powerapps).
287
+
You can create an entity either in [classic mode](#classic-mode) or [Power Apps](#powerapps).
288
288
289
289
#### Classic mode
290
290
291
291
1. Sign in to your `https://<YourOrgURL>.dynamics.com/apps` environment.
292
292
293
-
2. Open a model-driven app, and then on the command bar select **Settings** > **Advanced Settings**.
293
+
2.Open a model-driven app, and then on the command bar select **Settings** > **Advanced Settings**.
294
294
295
295
3. Go to **Settings** > **Customization** > **Customize the System**. The solution explorer page opens in a new browser window.
296
296
297
297
4. Select **Entities** under **Components** in the default solution pane.
298
298
299
-
5. Select **New** to create an entity. A new browser window is displayed.
299
+
5.Select **New** to create an entity. A new browser window is displayed.
300
300
301
301
6. Enter the required fields as described in the [Create an entity](https://docs.microsoft.com/dynamics365/customerengagement/on-premises/customize/create-entities) topic.
302
302
@@ -330,13 +330,13 @@ You can create an entity either in [classic mode](#classic-mode) or [PowerApps](
330
330
331
331
Follow the [Create a custom entity](../common-data-service/data-platform-create-entity.md) topic to create an entity using the PowerApps.
332
332
333
-
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:
333
+
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:
334
334
335
335
1. Expand **More settings** > **Entity type and ownership**.
336
336
337
-
2. Select **Activity entity** option from the **Choose entity type** drop-down list.
337
+
2. Select the **Activity entity** option from the **Choose entity type** drop-down list.
338
338
339
-
3. Ensure **Display in Activity menus** check box is selected.
339
+
3. Ensure the **Display in Activity menus** check box is selected.
340
340
341
341
4. Expand **Create and update settings**.
342
342
@@ -351,7 +351,7 @@ After step 3 in the [Create an entity](../common-data-service/data-platform-crea
351
351
352
352
After you create the entity and enable it as an activity, you need to add the entity to the model-driven app.
353
353
354
-
1.Sign in to your `https://<YourOrgURL>.dynamics.com/apps` environment.
354
+
1.Sign in to your `https://<YourOrgURL>.dynamics.com/apps` environment.
355
355
356
356
2. Select the ellipsis (**...**) on a model-driven app tile. For example, **Customer Service Hub** app tile.
357
357
@@ -378,15 +378,15 @@ When you’ve custom activities that you want to show for users using mobile, th
378
378
379
379
1. Sign in to your `https://<YourOrgURL>.dynamics.com/apps` environment.
380
380
381
-
2. Open a model-driven app, and then on the command bar select **Settings** > **Advanced Settings**.
381
+
2.Open a model-driven app, and then on the command bar select **Settings** > **Advanced Settings**.
382
382
383
383
3. Go to **Settings** > **Customization** > **Customize the System**. The solution explorer page opens in a new browser window.
384
384
385
-
4. Expand **Entities** under **Components** in the default solution pane.
385
+
4. Expand **Entities** under **Components** in the default solution pane.
386
386
387
387
5. Select an entity form the list. For example, Account.
388
388
389
-
6. Scroll down to Outlook & Mobile section, and select the check box for the following options:
389
+
6. Scroll down to **Outlook & Mobile** section, and select the check box for the following options:
390
390
391
391
- Enable for mobile (according to your requirements)
392
392
- Read-only in mobile (according to your requirements)
@@ -398,7 +398,7 @@ When you’ve custom activities that you want to show for users using mobile, th
398
398
### Select the modules to display
399
399
400
400
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.
401
-
Follow the steps 1-8 described in the [Customize modules](#customize-modules) section, and then save and publish the customizations.
401
+
Follow the Steps 1-8 described in the [Customize modules](#customize-modules) section, and then save and publish the customizations.
402
402
403
403
> [!div class=mx-imgBorder]
404
404
> 
0 commit comments