Turn on linking of timeline notes with other table records
You can use Relate note to a table record to perform the following actions without leaving the page that you're on:
- Move a note on the timeline of an existing table record to another table record. For example, you can move a note on the timeline of a contact to an existing case. After you move the note, it'll appear only on the timeline to which you've moved and not on both.
- Create a new table record from the note. For example, you can create a case from an existing note on a contact's timeline.
You can enable this feature for any table that allows you to add a timeline component. However, the tables that a note can be linked to are only account, contact, and case.
Watch this video to understand linking of timeline notes with other table records and how to set it up:
Configure linking of timeline notes
- In Power Apps, select the environment that contains your solution.
- Select Tables, and then select the table for which agents can link notes taken on the timeline.
- Select Form.
- Create a new form or use an existing form. More information: Create, edit, or configure forms using the model-driven form designer.
- Select the timeline component on the form.
- In the Properties > Notes section, perform the following steps:
- Select Link to Table.
- Select the table you want to link the note to. You can select account, case, and contact. The required table's pane appears.
- Select Enable on the table’s pane. If you've selected Case, you must specify the following:
- Create Case using: the form type that opens when the agent creates a new case from the note.
- Configure form: the form that is displayed when the agent creates a new case from the note.
- Map notes title to: the field to which the notes title should get copied. For example, if you select Case Title, when you create a new case, the Case title is auto- populated with the value of the notes title.
- Map notes description to: The field to which the notes description should get copied to. For example, if you select Description, when you create a new case, the case description is auto populated with the value of the notes description.
- Save and publish the customizations.