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

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Info

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

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

  • Here, you can add related objects to the timeline.

  • This field is hidden if the user selects 'Non-Record Page' in the configuration.

Info

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.

Info

Reference: Label Configuration

Current And Previous Period

Shows data for the current period and a specified number of prior periods based on the selected time and period count.

Next Period

Displays data for the upcoming period, determined by the selected time period and period count.

Page Period

Displays data for a specific page period, based on the selected time period and period count.

Group By

Categorizes events on the timeline by a specific 'Category' (e.g., day, week, month, quarter, or year) for easier visualization of related events.

Info

Reference: Group By

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.

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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.

Info

Here user can set field value from different Sources Reference: Value Source

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

Merge Field Expression

Merge fields automatically pull data from Salesforce records and used to insert into Merge Text.
By clicking the '+' button, you can add the expression to display inside Merge 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.

Group By:

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The Group By feature allows you to organize events on the timeline based on a selected category, such as day, week, month, quarter, or year. By grouping events in this way, it becomes easier to visualize related events together, providing a clearer understanding of trends and patterns over time.

For example, when you group by "Month," all events occurring within the same month are clustered together, making it easier to see progress, compare activities, or identify seasonal trends. This categorization enhances the overall user experience by simplifying the analysis of event data and helping users focus on key insights.

Current and Previous Period:

This option displays data for the current period and the specified number of previous periods. The selection is based on the chosen time unit (such as day, week, month, etc.) and the period count.

For example, if you select "Month" as the time unit and "3" as the period count, the data for the current month and the previous two months will be shown. This helps in comparing current performance with historical trends.

Next Period:

The Next Period option shows data for the upcoming period, which is determined by the selected time unit and period count.

For instance, if you choose "Quarter" as the time unit and "1" as the period count, it will display data for the next quarter. This is useful for planning and forecasting future trends or activities.

Page Period:

The Page Period displays data for a specific time period on the page, based on the selected time unit and period count. Unlike the other options, this focuses on data that fits within the context of a given page providing a more localized view of the data based on the defined period settings.