In this section, you can see various attributes that appear while configuring the Timeline. These attributes include:
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Note: For non-record pages, the attributes are similar, but some options may be unavailable, such as "Record Object" and "Record Preview'' |
Attributes Name | Descriptions | ||
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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 and pre-filled for Record Page. Note: This field is not applicable for Non-Record Page. | ||
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 see how the Related List will appear in the preview section after making changes. Note: This field is not applicable for Non-Record Page. | ||
Objects | This option is only available if you choose page type as 'non record page'. | ||
Related Object |
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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.
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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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Show Age |
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Hide Datetime |
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Expand All |
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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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Related Object Config:
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Object Config | Description | ||
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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. 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.
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Sub Header | Here, users can select the Footer name for the timeline. Additionally, you can choose the header name from various field sources.
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Date Field | This feature allows you to select a 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 the status 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.
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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:
You could use the following custom condition logic to display results that meet your criteria:
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:
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(Account Type is 'Customer' OR Account Rating is 'Hot') AND (Contact Title contains 'Manager' AND Opportunity Probability is greater than 70%); OR
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Filter Operators:
There are specific operators for each field type.
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