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Timeline on dashboard not showing where posts come from

  • 1.  Timeline on dashboard not showing where posts come from

    TOP CONTRIBUTOR
    Posted Nov 14, 2019 01:34 AM
    Hi,

    We're encouraging our users to use the timeline feature in Power Apps on all records to keep the communication in the context of the records instead of emails.

    E.g. here I have tagged a colleague of mine on the timeline of a contact, an account, and an opportunity. However, in her timeline she can just see it as 'Post by Niels Lønberg'. It's not saying in context of which record - which makes it really muddy when there are multiple posts on your timeline.

    I'm not sure if this is something that has changed with the wave 2 release - but hasn't it been possible to see where the post originate from on a user's (overall) timeline on a dashboard?

    #Functional

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    BR,
    Niels
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Timeline on dashboard not showing where posts come from

    GOLD CONTRIBUTOR
    Posted Nov 14, 2019 11:19 AM
    I agree I haven't seen any changes to this feature yet  on the Wave 2 release and it makes Posts on the dashboard Timeline pretty useless. Sorry I have no answer for you but I feel your pain our users liked the What's New Pane in the classic UI and I haven't figured out a good way to implement that in UCI

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    Edrei Mpanduki
    Technical Analyst
    Scottsdale AZ
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Timeline on dashboard not showing where posts come from

    Posted Nov 14, 2019 12:10 PM
    ​Hi I am having a similar issue as well, I have a user who is making posts in the Unified Interface In CRM, and the post is just showing up as a post and the content is completely empty?



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    Kent Hughes
    Kaizen Auto Group
    Calgary
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: Timeline on dashboard not showing where posts come from

    TOP CONTRIBUTOR
    Posted Nov 15, 2019 02:55 AM
    @Kent Hughes ​I'm experiencing that as well. You have to click on the post to see the text.

    I think there's so much potential in the timeline but in the current state, it is pretty useless. The Salesforce 'Chatter' I tested years ago was so much better.

    ------------------------------
    BR,
    Niels
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Timeline on dashboard not showing where posts come from

    Posted Apr 09, 2020 01:21 AM
    Is there any update to this? We are also very disappointed that Unified Interface no longer offers the "What's New" where a person can see all posts from the accounts they own. The timeline on the dashboard only shows posts where the user is specifically tagged or the ones he created himself ... quite useless like this.

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    Robert Hawke
    OMICRON Electronics GmbH
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    Academy - Online Interactive Learning from Experts


  • 6.  RE: Timeline on dashboard not showing where posts come from

    TOP CONTRIBUTOR
    Posted Apr 21, 2020 08:10 AM
    @Robert Hawke,

    This will be fixed in the Wave 1 release that will hit your environment in May (or earlier if you want to enable it during preview).

    I just noticed this today. It wasn't there when I first enabled the preview in our sandbox environment a few weeks back. Here's a screenshot from a Timeline on a dashboard where you can now see and navigate to the record:


    ------------------------------
    BR,
    Niels
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 7.  RE: Timeline on dashboard not showing where posts come from

    Posted Apr 24, 2020 08:30 AM

    @Niels Lønberg the thing I was missing was the What's New Section which used to allow to see posts in a central post where the user is not linked ​

    the options were:
     - all posts where I am tagged
     - all posts of Record that I follow
     - all posts on My Accounts
     - all posts on My Opportunities
     - all posts on My Cases


    The new timeline control if set on a dashboard includes the first two categories, and other three are not possible to get. There is no way to configure or change these settings the way it was possible with the Legacy What's New section.

    I don't think that is coming soon? I didn't see anything in the current preview release or even in the whole 2020 release notes that indicates an improvement?



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    Robert Hawke
    OMICRON Electronics GmbH
    Klaus
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 8.  RE: Timeline on dashboard not showing where posts come from

    TOP CONTRIBUTOR
    Posted 22 days ago
    @Robert Hawke,

    I really think it's difficult for Microsoft to sell these improvements as actual features, as they were in the classic interface for years, and then we lost them in unified interface. So I don't think we'll see such improvements to unified interface in any release plans.

    The link back to the record was suddenly there, and I'm happy about that. Make sure that Microsoft knows about the limitations you mention above, so they can include fix it in an upcoming release.

    ------------------------------
    BR,
    Niels
    ------------------------------

    Academy - Online Interactive Learning from Experts


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