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Power Page and Power App Timeline Note functionality

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Posted on by NP-17120441-0

I am working on power pages, where i want to enable the timeline so logged in user can add/view/edit/delete notes.

I have created one supplier table which has relation to contact table through which i am identifying the logged in user.

Help me with step by step guide to enable the note functionality using basic forms.

I tried to set the permissions for Supplier, contact and Annotation table but somehow it is not working as expected for me.

Looking forward for the response.

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Jerald Felix 354 Super User 2026 Season 1 on at

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Hello CU14110725-0,

Thanks for raising the question in Q&A forum.

To enable Timeline/Notes (Annotation) on a Power Pages Basic Form (so a signed-in user can add/view/edit/delete notes), you need Timeline enabled on the Dataverse form and the correct parent + child table permissions tied to a web role.

Enable Timeline in Supplier Form: First, enable attachments on the Supplier table in Dataverse and add the timeline control to the main Supplier form using the model-driven app form designer or Power Pages design studio Data workspace. This exposes notes (annotations) for your custom table. Sync configuration after changes.

Create Basic Form Metadata: In Portal Management app, navigate to Basic Forms, open your Supplier basic form, go to Basic Form Metadata tab, and create a new record with Type set to "Note". Enable Create Enabled, Edit Enabled, Delete Enabled as needed, configure dialog options, and set file attachment preferences like MIME types and max size. Save and ensure notes show WEB prefix for portal visibility.

Configure Table Permissions: Enable "Enable Table Permissions" on the basic form. Create a parent permission for Supplier table (privileges: Read, Write, Create, Append, Append To) with Contact access type using your Supplier-Contact relationship, assign to user's web role. Add child Annotation permission (Read for view; Create+Append for add; Write for edit; Delete for delete) linked to parent.

Test and Sync: Assign web role to contacts, sync site in design studio, clear browser cache, and test as logged-in user. Only note creators can edit/delete their own notes despite permissions.

If helpful, please accept the answer and support the community.

Best regards,
Jerald Felix

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NP-17120441-0 23 on at

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Hello Jerald,

Thank you for suggestion.

For now i am facing issue with Power Apps Note. I m note able to see my note comment in power page side.

please suggest me solution.

Case:- If i am adding Note in power Page it's reflect to power app note functionality but if as requestor i am sending reply then its not showing on power page.

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Fubar 8,487 Super User 2026 Season 1 on at

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You may need to add *WEB* to the start of the description see the Note box on this page

https://learn.microsoft.com/en-us/power-pages/configure/configure-notes

Also, when creating/updating a Note from the Dataverse side it will be subject to the portals caching mechanism so may take a short while to push back to the portal (the SLA for this is 15 minutes but usuaully occurs within a couple of minutes).

(edit: you could also consider using the Portal Comment activity record, for this to show you just need to mark it as complete, and have the timeline on the dataverse form configured to enable it to use Portal Comments).

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NP-17120441-0 23 on at

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Hello Fubar ,

I have added logic as per your suggestion *WEB* but our requester want to other option is their other solution?

They want to send reminder email to supplier with note functionality.

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