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Attachment and Timeline Issue

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Posted on by snaz

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I have created an advanced web form with multiple steps. In step 1, I have enabled notes and also displayed timeline control on the tab which is shown in step 1. My issue is that when I upload a file, it does not appear in the timeline immediately until I hit the next button. However, If I hit the back button and come back to step 1, I can see the attachment in the notes timelines. I need the attachments to show up in timelines immediately on uploading without going to the next step.

Also, I need a delete option.

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ragavanrajan 7,044 Most Valuable Professional on at

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Hi @snaz

Keep in mind that you have to set the proper table permissions for relevant entities including annotation, whether it is notes or timeline.

There is a ground rule, "The record has to exist" meaning when you hit next button only at the point the record is saved. Timeline will not appear if you are trying to do in insert mode.

Hope it helps.
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