In this section, you can see various attributes that appear while configuring the Timeline. These attributes include:
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 |
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. 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. Reference: Group By |
Show Age |
Reference: Show Age |
Hide Datetime |
Reference: Hide Datetime |
Expand All |
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:
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. Reference: Header Config |
Sub Header | Here, users can select the Sub Header for the timeline. 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. Reference: Filter Criteria |
Value Sources
In this section, users can choose from various input sources, including:
Custom Metadata
Custom Setting
Record Field (available only in record page configuration)
Static Value
These input sources allow you to pass or set values for various attributes or fields.
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. |
Filter Criteria:
Static Filter
In this section, provide a value to compare or check against the selected field. You can provide a value by clicking on the gear icon.
Custom Logic for Multiple Filters:
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 |
|---|---|---|
Greater than | Number, Currency, Date | Checks if provided value is greater than in selected field. For example, the filter “Course fees greater than 20,000” will return records where the course fees field is above 20,000. |
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. For example, the filter “Course fees Equals 20,000” will return records where the course fees field is 20,000 |
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. For example, the filter “Course fees Less or Equal 20,000” will return records where the course fees field is 20,000 or below 20000. |
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. For example, the filter “Course Duration during |
Contains | Text, Picklist | Checks if the text field contains a specified substring. For example, the filter “Account Name contains |
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. For example, the filter “Account Name Starts With |
Ends With | Text, Picklist | Checks if the text or picklist field ends with a specified substring. |
Show Age:
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.
Here user can set show age value from different Sources Reference: Value Source
Hide Datetime:
After enabling the checkbox, it hides the date and time details of activities in the timeline
Here user can set Hide Datetime value from different Sources.
Note: The 'Record Field' option is not available as a value source here.
Expand All:
This checkbox allows the user to quickly expand all activity records within the timeline
Here user can set expand all value from different Sources during configuration itself.
Note: The 'Record Field' option is not available as a value source here.
You can dynamically expand a record by clicking the expand button or the dropdown arrow on the timeline record.
Header and Sub-header configuration:
Header and Sub-header Attributes | Description |
|---|---|
Field Source | It provides list of various value sources for assigning the value for input. 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. 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:
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.