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Note: This field is disabled if the user selects 'Non-Record Page' in the configuration.

Note: This field is disabled if the user selects 'Non-Record Page' in the configuration.

Note: This field is disabled if the user selects 'Non-Record Page' in the configuration. Once an object name is selected, then all attributes become visible.

Attributes Name

Descriptions

Record Object

This represents the object for which the configuration is created. The object is already selected, as it was chosen during the initial configuration.

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Timeline Icon

This field allows you to choose an icon that represents the Timeline. This icon is displayed on to the Timeline header.

Record to Preview

This feature allows users to select an object record to view how the related list will appear in the preview section after making changes.

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Objects

The object name is auto-populated here as you select the object at the time of config creation.

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Note: This option is only available if you choose page type as 'non record page'.

Related Object

Here, you can add related objects to the timeline.

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Reference: Related Object Config

Label

You can set the title for the Timeline here. Additionally, use the property binder to assign the label from various available value sources.

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Reference: Label Configuration

Show Age

It shows the time of activities were created or modified. When enabled, it provides a quick reference to how long ago each activity was created or last updated.

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Reference: Show Age

Hide Datetime

This feature hides the date and time details of activities in the timeline, displaying them without exact timestamps.

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Reference: Hide Datetime

Expand All

This checkbox allows user to quickly expand all activity records within the timeline.

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Reference: Expand All

Sort As

This checkbox allows the user to choose whether activities are sorted by newest first or oldest first within the timeline.

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Reference: Sort As

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Related Object Config:

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Note: This field is only available for the ‘Record Page’ and not available for the 'Non Record Page'.

Note: This icon size is by default set as small.

Object Config

Description

Child Relationship

This feature allows users to view and manage child records associated with a specific parent record

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Object Name

Here, user can select the object for which they want to configure the timeline.

Header

Here, user can select the header name for the timeline. Additionally, you can choose the header name from field sources.

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Reference: Value SourceHeader Config

Sub Header

Here, users can select the Footer name for the timeline. Additionally, you can choose the header name from field sources.

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Reference: Value SourceSub Header Config

Date Field

lets you determine how activities are arranged and displayed in the timeline. This feature allows you to select a different date field from the object.

Owner Field

'Owner Field' represents the owner or assignee of the activities displayed in the Activity Timeline component.

Status Field

This feature enables users to track and update the status of various activities, tasks, and events related to their timeline records.

Icon

This field allows you to choose an icon that represents the every record of Timeline.

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Additional Fields

This section allows you to add fields to display alongside each activity record in the timeline. The fields you select will be shown in the "Selected Fields" section.

Filter Criteria

It lets users to set specific conditions to filter and display activities within the timeline.

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Reference: Filter Criteria

Label Value Sources

In this section, users can choose from various input sources, including:

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Note: This option is only available when the page type is set to Record Page Config. Please refer to the Page Type section for more information.

Attributes

Description

Value Source

It provides list of various value sources for assigning the value for input.

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Note: By default the value source is selected as static.

Custom Metadata

Use custom metadata records to assign values.

Custom Settings

Use custom setting records to assign the values.

Record Field

Use a record value from a selected Record Object.

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Static

You can provide a static fixed value.

Filter Criteria:

Filter Operators:

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Note: Before using the filter criteria, it's important to understand which filter operators are supported for each field type.

Operator

Supported Field Types

Description

Greater than

Number, Currency, Date

Checks if provided value is greater than in selected field.

Less than

Number, Currency, Date

Checks if provided value is less than in selected field.

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For example, the filter “Course fees less than 20,000” will return records where the course fees field is below 20,000.

Equal

Number, Currency, Date, Text, Boolean, Picklist

Checks if the value of a field is equal to a specified value.

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For example, the filter “Course fees Equals 20,000” will return records where the course fees field is 20,000.

Not Equal

Text, Number, Currency, Date, Boolean, Picklist

Checks if the value of a field is not equal to a specified value.

Less or Equal

Number, Currency, Date

Checks if the value of a field is less than or equal to a specified value.

Greater or Equal

Number, Currency, Date

Checks if the value of a field is greater than or equal to a specified value.

During

Date

Checks if the date value of a field falls within a specified range.

Contains

Text, Picklist

Checks if the text field contains a specified substring.

Does Not Contain

Text, Picklist

Checks if the text field does not contain a specified substring.

Starts With

Text, Picklist

Checks if the text field starts with a specified substring.

Ends With

Text, Picklist

Checks if the text or picklist field ends with a specified substring.

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  • AND: Provide results If all provided conditions are true.

  • OR: Provide results If one of the provided conditions is true.

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Show Age:

After marking this checkbox as true, it will display the date and time, providing a quick reference to how long ago each activity was created.

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Attribute Name

Description

Static

When you select the static value source, a checkbox appears to choose a value.

Custom Metadata

Use custom metadata records to assign values to show age.

Custom Setting

Use custom setting records to assign values to show age.

Value Type

This is a default checkbox field that is read-only.

Hide Datetime:

After enabling the checkbox, it hides the date and time details of activities in the timeline

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Attribute Name

Description

Static

When you select the static value source, a checkbox appears to choose a value.

Custom Metadata

Use custom metadata records to assign values to Hide Datetime.

Custom Setting

Use custom setting records to assign values to Hide Datetime.

Value Type

This is a default checkbox field that is read-only.

Expand All:

This checkbox allows the user to quickly expand all activity records within the timeline

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Attribute Name

Description

Static

When you select the static value source, a checkbox appears to choose a value.

Custom Metadata

Use custom metadata records to assign values to Expand all .

Custom Setting

Use custom setting records to assign values to Expand all.

Value Type

This is a default checkbox field that is read-only.

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Note: You can dynamically expand a record by clicking the expand button or the dropdown arrow on the timeline record.

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Sort As:

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Sort As Attributes

Description

Newest First

This feature sorts activities based on their creation date, showing the most recently created activities first.

Oldest First

This feature sorts activities based on their creation date, displaying the oldest activities first.

Header and Sub-header configuration:

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Note: By default the value source is selected as static.

Note: This option is only available when the page type is set to Record Page Config. Please refer to the Page Type section for more information.

Header and Sub-header Attributes

Description

Field Source

It provides list of various value sources for assigning the value for input.

Info

Custom Metadata

Use custom metadata records to assign values.

Custom Settings

Use custom setting records to assign the values.

Record Field

Use a record value from a selected Record Object.

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Static

You can provide a static fixed value.

Merge Field Expression

Merge fields automatically pull data from Salesforce records and insert it into content, personalizing it for the user. By clicking the '+' button, you can add the expression to display as text.

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Note: This field is in a read-only format.

Merge Text

In this field, you can customize the existing expression and add new ones.

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