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 Timeline will appear in the preview section after making changes. Note: This field is not applicable for Non-Record Page. | ||
Objects | Here, users can add multiple objects to display record details, for Non-Record Page. | ||
Related Object |
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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. |
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 this 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. Note: After selecting a child relationship, the object name is automatically populated with the related object. | ||
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 Sub Header for the timeline.
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Date Field | This feature enables you to select a date field from the object to sort your timeline records. | ||
Owner Field | 'Owner Field' represents the owner or assignee of the activities displayed in the components. | ||
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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