The PWR Timeline component is a visual tool designed to display events or milestones in a chronological sequence. It offers a structured view of related records, such as opportunities, cases, or milestones, helping users to understand the progression and context of a process or history over time.
The PWR timeline component displays a list of related records of multiple objects, making it easier for users to understand the history and progression of a record. It does support all Standard and custom objects.
For example, You can display records such as case details, opportunity statuses, and order statuses on the Account object in a timeline format.
Key Features:
Support for Multiple Objects:
Displays related records from multiple standard and custom objects, providing a comprehensive view of various activities and changes.
Sequential Display:
Timeline View: Presents events or milestones in a linear order, allowing users to follow the sequence of changes.
Date and Time: Each entry on the timeline is typically associated with a specific date and time, helping users to understand the timeline of events.
Customizable Entries:
Record Details: Include various details for each event or milestone, such as descriptions, create date, or status of record.
Icons: Use icons to visually represent different types of events or milestones, making the timeline more intuitive.
Interactive Features:
Expandable Details: Allow users to expand or click on timeline entries to view more detailed information about each event or milestone.
Filtering and Sorting: Provide options to filter or sort the timeline based on different criteria, such as date ranges or event types.
Customizable Field Display:
Allows users to tailor the fields shown for each object, ensuring relevant information is presented based on user preferences.
Usage Examples:
Project Milestones Tracking:
Scenario: On a Project record page, use a Timeline component to display key milestones and deadlines, such as project kickoff, major deliverables, and final review. Each milestone includes details like dates and responsible team members.
Benefit: Provides a visual representation of the project's progress, helping project managers and team members stay on track with key deadlines.
Customer Interaction History:
Scenario: On a Customer record page, display a Timeline of all interactions with the customer, including emails, meetings, and support cases. Each entry includes date, type of interaction, and summary.
Benefit: Offers a comprehensive view of the customer’s history with your company, aiding in better relationship management and personalized service.