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Object Config

Description

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.

Info

Reference: Header Config

Sub Header

Here, users can select the Sub Header for the timeline.

Info

Reference: Sub Header Config

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.

Info

Reference: Filter Criteria

Row Actions

Here user can create multiple row actions in the timeline

Info

Reference: Row Actions

Value Sources

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

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