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Turn on linking of timeline notes with other table records

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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

  1. In Power Apps, select the environment that contains your solution.
  2. Select Tables, and then select the table for which agents can link notes taken on the timeline.
  3. Select Form.
  4. Create a new form or use an existing form. More information: Create, edit, or configure forms using the model-driven form designer.
  5. Select the timeline component on the form.
  6. 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.
  7. Save and publish the customizations.

See Also

Learn about linking timeline notes with tables