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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 This option is only available if you choose page type as 'non record page' | Here, users can add multiple objects to display record details, for 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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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 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 Footer name Sub Header for the timeline. Additionally, you can choose the header name from various field sources.
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Date Field | This feature allows 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 Activity Timeline componentcomponents. | ||
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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These input sources allow you to pass or set values for various attributes or fields.
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Attributes | Description | |
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Value Source | Value Sources | Description |
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. | |
Static | You can provide a static fixed value. |
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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.
Filter Operators:
There are specific operators for each field type.
Operator | Supported Field Types | Description | |||||||||||
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Greater than | Number, Currency, Date | Checks if provided value is greater than in selected field.
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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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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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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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Contains | Text, Picklist | Checks if the text field contains a specified substring.
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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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Ends With | Text, Picklist | Checks if the text or picklist field ends with a specified substring. |
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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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| Info |
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Here user can set show age value from different |
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Sources Reference: |
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Attribute Name | Description |
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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. |
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