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Timeline records to be shown in another entity

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Posted on by saidurgesh

Hi All,

I got a requirement that let's say there are A and B entities. In a record in entity A, on click of a button, a record should be created in entity B with the information from desired fields and line items (these are child records to A) in A along with the timeline records.

But the catch is, our technical team is not recommending to copy the timeline records to the newly created record in B due to data storage issues.

Is there a way to show the same timeline record in both records?

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Microsoft Dataverse with Power Apps

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Shashank Bhide 946 Moderator on at

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instead of copying, you can create PCF control to show or perhaps a canvas page to show those records.

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Drew Poggemann 9,287 Most Valuable Professional on at

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Hi @saidurgesh ,

You may want to check out the new functionality in public preview around associating an activity to multiple records. https://learn.microsoft.com/en-us/power-platform/release-plan/2023wave2/data-platform/associate-activities-multiple-related-records

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saidurgesh 6 on at

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The information you have shared is about Activity but the requirement is with Note entity. A note record should be associated with multiple records.

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Drew Poggemann 9,287 Most Valuable Professional on at

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Hi @saidurgesh ,

Sorry, you mentioned timeline which can consist of Notes and Activities... I would go with a custom embedded Canvas App to show this information to represent the timeline then but custom component.

Embed a canvas app on a model-driven form - Power Apps | Microsoft Learn

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