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Frequent Visitor

Re: Adding a new module (notes) for the timeline

Still running into this error and I was looking over your comment and there is a key portion (I think) that is not visible in the new UI. 

 

Areas that display this entity

 

Any idea where this might be?

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Frequent Visitor

Re: Adding a new module (notes) for the timeline

Ok I think I may have fixed it. 

 

You have to navigate to the back-end of the CDS:

 

  1. Cog > Advance settings
  2. Settings in the top left 
  3. Under Customization select 'Solutions'
  4. Select the 'Common Data Services Default Solution' from the list
  5. On the left hand side select 'Entities'
  6. Select the Entity you want your custom activity to show up on
  7. Select Activities from under the Communication & Collaboration header. Save/publish
  8. Now if you go back to your form in classic view
  9. double click the timeline and you should be able to select activities as an option and select your custom activity. 

I'm not sure how you add a new note item, but I was able to add a new activity. 

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