Attributes

In this section, you can see various attributes that appear while configuring the Timeline. These attributes include:

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Attributes Name

Descriptions

Record Object

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

Note: This field is disabled if the user selects 'and pre-filled for Record Page.

Note: This field is not applicable for Non-Record Page' in the configuration.

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 see how the related list Related List will appear in the preview section after making changes.

Note: This field is disabled if the user selects 'not applicable for Non-Record Page' in the configuration.

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

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.

Note:

This field is

disabled

hidden if the user selects 'Non-Record Page' in the configuration

. Once an object name is selected, then all attributes become visible

.

Info
Reference: Related Object Config

Child Relationship

The "Child Relationship" field allows you to select the child objects up to 3 levels that you want to display in thin Timeline.

Info
Reference: Child Relationship

Label

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

Info
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.
Use the property binder to assign the Show Age from various available value sources.

Info
Reference: Show Age

Hide Datetime

This feature hides the date and time details of activities in the timeline, displaying them without exact timestamps.
Use the property binder to assign the Hide Datetime from various available value sources.

Info
Reference: Hide Datetime

Expand All

This checkbox allows user to quickly expand all activity records within the timeline.
Use the property binder to assign the Expand All from various available value sources.

Info
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.

Info
Reference: Sort As

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For non-record pages, the attributes are similar, but some options may be unavailable, such as "Object Name" and "Record Preview.

Related Object Config:

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Object Config

Description

Child RelationshipThis

feature allows users to view and manage child records associated with a specific parent recordThe "Child Relationship" field allows you to select the child objects up to 3 levels that you want to display in thin Timeline.

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

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 various field sources.

Info
Reference: Header Config

Sub Header

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

Info
Reference: Sub 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 select the status field to track and update the status of various activities, tasks, and events related to their and show in timeline records.

Icon

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

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

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.

Info
Reference: Filter Criteria

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Value Sources

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

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Attributes	Description
Value Source	It provides list of various value sources for assigning the value for input. 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. 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.
Static	You can provide a static fixed value.

Filter Criteria:

Filter Operators:

...

Static Filter

Custom Logic for Multiple Filters:

Custom Condition Logic in Salesforce allows you to define complex filtering criteria by combining multiple filter conditions using logical operators like AND, OR, and NOT.AND means all conditions must be true.OR means at least one condition must be true.

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For Example, If you have three filters:

Opportunity Stage = Closed Won
Account Type = Customer
Last Activity Date > Last 30 Days

You could use the following custom condition logic to display results that meet your criteria:

1 AND (2 OR 3)

This logic means that only records where the Opportunity Stage is 'Closed Won' and either the Account Type is 'Customer' or the Last Activity Date is within the last 30 days will be shown.

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For example,

Suppose you below filters

Account Type = 'Customer'
Contact Title contains 'Manager'
Opportunity Probability > 70%
Case Status = 'Open'
Last Activity Date = Last 30 Days
Account Rating = 'Hot'

Custom Condition Logic:
((1 OR 6) AND (2 AND 3)) OR (4 AND NOT 5)

Explanation:

This logic will display related records where:
- (Account Type is 'Customer' OR Account Rating is 'Hot') AND (Contact Title contains 'Manager' AND Opportunity Probability is greater than 70%); OR
- Case Status is 'Open' AND there is NO Last Activity in the last 30 days.

Filter Operators:

There are specific operators for each field type.

Note: Here you can select Fixed and Relative value type for date filtering

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 greater than 20,000” will return records where the course fees field is below above 20,000.

Less than

Number, Currency, Date

Checks if provided value is less than in selected field.

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.

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For example, the filter “Course fees Less or Equal 20,000” will return records where the course fees field is 20,000 or below 20000.

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.

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For example, the filter “Course Duration during "10-09-2023, 06:47 PM" to "18-09-2023, 06:47 PM" “ will return course with duration between 10th September, 2023 and 18th September, 2023.

Contains

Text, Picklist

Checks if the text field contains a specified substring.

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For example, the filter “Account Name contains Tom “ will return accounts with name containing Tom.

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.

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For example, the filter “Account Name Starts WithTom “ will return accounts with name starting with Tom.

Ends With

Text, Picklist

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

Custom Logic for Multiple Filters:

Additionally, you can add multiple filter conditions and define custom logic for how they should be evaluated, such as 1 OR 2 AND 3.

AND: Provide results If all provided conditions are true.
OR: Provide results If one of the provided conditions is true.

...

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

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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Header and Sub-header Attributes	Description
Field Source	It provides list of various value sources for assigning the value for input. 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. 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.
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. 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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Version	Old Version 9	New Version 10
Changes made by	Content Writers	Content Writers
Saved on	Sept 04, 2024	Sept 05, 2024

Versions Compared

Key

Attributes

Related Object Config:

Value Sources

Filter Criteria:

Filter Operators:

Static Filter

Custom Logic for Multiple Filters:

Filter Operators:

There are specific operators for each field type.

Custom Logic for Multiple Filters:

Show Age:

Hide Datetime:

Expand All:

Sort As:

Header and Sub-header configuration:

Content Comparison

Versions Compared

Key

Attributes

Related Object Config:

Value Sources

Filter Criteria:

Filter Operators:

Static Filter

Custom Logic for Multiple Filters:

Filter Operators:

There are specific operators for each field type.

Custom Logic for Multiple Filters:

Show Age:

Hide Datetime:

Expand All:

Sort As:

Header and Sub-header configuration: