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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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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.

Label

You can set the title for the Timeline here. Additionally, use the property binder to assign the label from various available value sources.

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.

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.

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.

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.

Reference: Header Config

Sub Header

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

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.

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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.

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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..

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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 "10-09-2023, 06:47 PM" to "18-09-2023, 06:47 PM" “ will return course with duration between 10th September, 2023 and 18th September, 2023.

Contains

Text, Picklist

Checks if the text field contains a specified substring.

For example, the filter “Account Name contains Tom “ will return accounts with name containing Tom.

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 WithTom “ will return accounts with name starting with Tom.

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.

image-20240828-085601.png

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.

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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.

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

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Header and Sub-header configuration:

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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.

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.

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