Timeline Attribute Configuration

Attributes

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

Attributes Name	Descriptions
Record Object	This represents the object for which the configuration is created. The object is already selected, as it was chosen during the initial configuration. Note: This field is disabled if the user selects 'Non-Record Page' in the configuration.
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 view how the related list will appear in the preview section after making changes. Note: This field is disabled if the user selects 'Non-Record Page' in the configuration.
Objects	The object name is auto-populated here as you select the object at the time of config creation. Note: This option is only available if you choose page type as 'non record page'.
Related Object	Here, you can add related objects to the timeline. Note: This field is disabled if the user selects 'Non-Record Page' in the configuration. Once an object name is selected, then all attributes become visible. 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
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. Reference: Show Age
Hide Datetime	This feature hides the date and time details of activities in the timeline, displaying them without exact timestamps. Reference: Hide Datetime
Expand All	This checkbox allows user to quickly expand all activity records within the timeline. 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. Reference: Sort As

Related Object Config:

Object Config	Description
Child Relationship	This feature allows users to view and manage child records associated with a specific parent record 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.
Header	Here, user can select the header name for the timeline. Additionally, you can choose the header name from field sources. Reference: Header Config
Sub Header	Here, users can select the Footer name for the timeline. Additionally, you can choose the header name from field sources. Reference: Sub Header Config
Date Field	lets you determine how activities are arranged and displayed in the timeline. This feature allows you to select a different date field from the object.
Owner Field	'Owner Field' represents the owner or assignee of the activities displayed in the Activity Timeline component.
Status Field	This feature enables users to track and update the status of various activities, tasks, and events related to their 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

Label 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.

Attributes	Description
Value Source	It provides list of various value sources for assigning the value for input. Note: By default the value source is selected as static.
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. Please refer to the Page Type section for more information.
Static	You can provide a static fixed value.

Filter Criteria:

Filter Operators:

Note: Before using the filter criteria, it's important to understand which filter operators are supported for each field type.

Operator	Supported Field Types	Description
Greater than	Number, Currency, Date	Checks if provided value is greater than in selected field.
Less than	Number, Currency, Date	Checks if provided value is less than in selected field. For example, the filter “Course fees less than 20,000” will return records where the course fees field is below 20,000.
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.
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. Note: Here you can select Fixed and Relative value type for date filtering.
Contains	Text, Picklist	Checks if the text field contains a specified substring.
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.
Ends With	Text, Picklist	Checks if the text or picklist field ends with a specified substring.

Custom Logic for Multiple Filters:

Additionally, you can add multiple filter conditions and define custom logic for how they should be evaluated, such as 1 OR 2 AND 3.

AND: Provide results If all provided conditions are true.
OR: Provide results If one of the provided conditions is true.

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 value from different Source.

Attribute Name	Description
Static	When you select the static value source, a checkbox appears to choose a value.
Custom Metadata	Use custom metadata records to assign values to show age.
Custom Setting	Use custom setting records to assign values to show age.
Value Type	This is a default checkbox field that is read-only.

Hide Datetime:

After enabling the checkbox, it hides the date and time details of activities in the timeline

Here user can set value from different Source.

Attribute Name	Description
Static	When you select the static value source, a checkbox appears to choose a value.
Custom Metadata	Use custom metadata records to assign values to Hide Datetime.
Custom Setting	Use custom setting records to assign values to Hide Datetime.
Value Type	This is a default checkbox field that is read-only.

Expand All:

This checkbox allows the user to quickly expand all activity records within the timeline

Here user can set value from different Source.

Attribute Name	Description
Static	When you select the static value source, a checkbox appears to choose a value.
Custom Metadata	Use custom metadata records to assign values to Expand all .
Custom Setting	Use custom setting records to assign values to Expand all.
Value Type	This is a default checkbox field that is read-only.

Note: You can dynamically expand a record by clicking the expand button or the dropdown arrow on the timeline record.

Sort As:

Sort As Attributes	Description
Newest First	This feature sorts activities based on their creation date, showing the most recently created activities first.
Oldest First	This feature sorts activities based on their creation date, displaying the oldest activities first.

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. Note: By default the value source is selected as static.
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. Please refer to the Page Type section for more information.
Static	You can provide a static fixed value.
Merge Field Expression	Merge fields automatically pull data from Salesforce records and insert it into content, personalizing it for the user. By clicking the '+' button, you can add the expression to display as 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.

For non-record pages, the attributes are similar, but some options may be unavailable, such as "Object Name" and "Record Preview.