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.

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.

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.

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.

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.

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.

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.

Sort As

This checkbox allows the user to choose whether activities are sorted by newest first or oldest first within the timeline.

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.

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 various field sources.

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.

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.

Row Actions

Here user can create multiple row actions in the timeline

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.

Static

You can provide a static fixed value.

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.

Equal

Number, Currency, Date, Text, Boolean, Picklist

Checks if the value of a field is equal to a specified value.

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.

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.

Field Source

It provides list of various value sources for assigning the value for input.

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.

Merge Text

In this field, you can customize the existing expression and add new ones.

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.