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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.

Related Object Config:

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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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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.

Row Actions:

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Actions:

Action Name

Description

Custom Component

This action allows users to add a custom component within the button.

Delete

This action enables users to delete record using its record Id directly within the button.

Edit

This action enables users to edit record using its record Id directly within the button.

Object Page

This action allows users to quickly create a new record for an object directly from the button.

Redirect

This action enables users to redirect to a specific webpage by providing a URL link.
Add Parameters: You can add the desired value to display at the end of the URL link here.

View

This action enables users to view record using its record Id directly within the button.