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Using Power Automate to add a new Note in the Timeline Control

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Posted on by ND301993

Apologies as I am a still learning Dynamics and the Power Platform stack.

I have an entity called Events with a Yes/No field to check if it is a Live Event or not. I want to be able to add a Note in the Timeline Control for this whenever a user sets this field to "Yes".

I am able to create a Power Automate flow that gets triggered with the above condition and it creates a new row in the Notes entity but, it does not show the Note in the Timeline Control. I have a feeling it may have to do with the "Regarding" option in the Flow settings but I'm not sure what should be entered here? Could someone please help me out? Thanks!

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Ram Prakash 5,520 Super User 2025 Season 2 on at

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Re: Using Power Automate to add a new Note in the Timeline Control

Hi @ND301993

Hope you are doing good.

Please take Logical name for the Field.

1. Navigate to https://make.powerapps.com

2. Click Data --> Click Tables --> Open Events Table --> Click Settings --> Copy the Logical Name

3. Now go to your flow and Paste the LOGICAL NAME/GUID OF THE RECORD

Sample:

new_events/guidof record.

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ND301993 10 on at

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Re: Using Power Automate to add a new Note in the Timeline Control

Perfect! That worked! Thank you very much!

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Community Power Pla... on at

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Re: Using Power Automate to add a new Note in the Timeline Control

Just saw this and have a similar issue. How hard is to find the GUID of the record ?

I have a form on a table (Table1) where I added the timeline and wanted to add notes through a run of power automate. I found the logical name of the Table1 but how will distinguish in which entry ?

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InquisitiveAI on at

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Re: Using Power Automate to add a new Note in the Timeline Control

Hi @rampprakash , I'm new to Dynamics platform and I wanted to ask is it possible to add an email notification created in Power Automate as a note inside of the Timeline? If so, what steps can I take to make that happen? Thanks.

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Rudylar 18 on at

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Using Power Automate to add a new Note in the Timeline Control

UPDATE: it actually worked with the "set_name" of the CASE entity table. Not the logical_name...

Hi, I'm trying to follow @rampprakash instructions but in vain...

For the CASE entity, I need to create a NOTE (annotation) in its timeline. Currently using the "Regarding(Case)" field in the Create a Row (Note) action.

I also tried with LOGICAL_NAME(GUID) with logical_name of the CASE and GUID of the case.

Screenshot below:

Any thoughts?

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Jonathan Manrique 2,687 on at

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Using Power Automate to add a new Note in the Timeline Control

Hi

Hello, you must enter the logical name and it is easy to obtain within the properties of the table, that is to say the name in plural.

In your case, put an s incidents in the incident table but still validate how you place it in the image

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ankit_singhal 584 Super User 2025 Season 2 on at

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Using Power Automate to add a new Note in the Timeline Control

you need to select your event table in regarding. Just pass /event table names with s(event record id). it will be associate your event record with notes and you will be able to see notes in the event timeline.

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