rocketbta.blogg.se - What is timeline in ms project

The timeline component is rich in features and functionality that can be configured and tailored to support specific business needs.

Because you are in a create and/or edit state on the form, there's no underlying data, so the timeline section is blank in the form designer.

Since the timeline component relies exclusively on underlying related data, Almost there is displayed in the timeline section.

To remove the timeline component from a form, select the Timeline component area, and then press the Delete key.

You can add multiple timelines to a form.

Note the following when you work with the timeline control in the form designer. Select Save, and then select Publish to make your form changes available on the table form for the environment.

Before you can view any configuration changes on the table form, you must save and publish your updates on the timeline component.

More information: Configure the timeline component

Make the changes you want to the timeline settings.

Drag and drop it into a section on the form. In the form designer, select Components from the left navigation, and then scroll down to the Timeline component on the left side.Select the Forms area, and then open the form where you want to add or configure a timeline.If the item isn’t in the left navigation pane, select …More and then select the item you want. Select Tables on the left navigation pane, and then open the table you want.More information: Create a custom table Add the timeline component to a form Check the Enable attachments setting if you want app users to be able to add attachments and notes to the custom activity record.Display a custom table in a timelineįor custom tables to appear in the list of activities that can be added to a timeline control, make sure that when you create the table you configure the following settings: For example, an account table has three standard forms, and each of those forms can have a timeline that can be configured.

Any timeline control that's on a form can be configured. Add a timelineĪ timeline control is located on a form within a table. This immersive experience helps give users a better understanding of their customer interactions, and helps them deliver more personalized service in an efficient and effective manner.Īpp makers can configure the information displayed on the timeline to help users access information and create new activity records, such as emails and tasks directly from the timeline quickly so they can deliver more personalized service. The timeline control provides an easy way to view information related to a table, such as accounts or contacts.

Use the timeline to quickly catch up on all of the latest activity details. The timeline control is used to capture activities like notes, appointments, emails, phone calls, and tasks to ensure that all interactions with the related table are tracked and visible over time. The timeline helps app users see all activity history.