Timeline control in Model Driven App

Recently, I was working with a customer, and we were trying to create a custom Cases Management App. The idea was similar to D365 Customer Service but with limited features; hence, we created a custom model-driven app.

In terms of Tables, we created custom Table ‘Cases’ and created required columns to capture the metadata about a particular Case.

Now, one of the asks for Customers was to add Timeline control to Cases Table Forms, so that the representative can add the activity of a particular case directly from this form.

But the ask was to only show only few activity type and not everything which comes by default in Timeline control. In this article, we will see how to add timeline control and how to customize it.

Step – Adding Timeline control to Table form

Open the model-driven app in Edit mode, Select the targeted table, and click on Edit.

Assuming here that you already have add custom table to model driven app and also in Navigation.

Once you click on Edit, it will ask to Save changes or leave changes, you can click on Leave Changes which will take you to Edit mode of the Case New form.

First choose a column section where you wanted to add Timeline control, Click components on left side and search for Timeline control

Once you select it, it will get added to the target section.

Step – Customize Timeline control

Now by default, If you publish this, it will show many activities type when New button is clicked on Timeline control.

Let us customize this and see what options we have, Select the timeline control from the section where it got added, it will open below the property pane on the right side.

Click on Advance and Expand activities and you will see below types,

the one which are checked are getting displayed in front end.

Now to remove a particular activity type, select so for e.g. Appointment

You can uncheck Enable and Create directly from the timeline option

This will hide this particular activity from the front end,

Now for the one which you wanted to keep, there are other configuration option which will allow us to choose which form to open which New activity is clicked or when an existing activity is selected.

It will also allow us to select/show or hide the commands that we wanted to customize when the activity form gets opened, you can rearrange, or hide a particular command by unchecking.

Save the changes and publish it and you will see that it will only show the activity type which are enabled and also only the commands which are selected here.

Hope you find this article helpful, Happy coding..!!