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A single, chronological feed of everything that has happened on a record, including activity from its associated records, in one place.
A single, chronological feed of everything that has happened on a record, including activity from its associated records, in one place.
1. Overview
1. Overview
Seeing the full history of a record normally means checking several different screens: its emails, calls, SMS activity, and the activity on any related records. Timeline brings all of this together into a single feed on the record itself, in chronological order.
2. Adding Timeline to an Entry Layout
2. Adding Timeline to an Entry Layout
Timeline is added to a record type as a widget on one of its entry layouts.
Select a record.
Click the (3 Dot) menu and select Configure Record.
Go to Entry Layouts and select the layout you want to add Timeline to.
On the Create tab, drag the Timeline widget onto the layout.
Select the Timeline widget and open the Inspect tab.
Under Activity Types, select the types of activity you want to see in the timeline. Available options: Emails, SMS, Calls, Associated Records.
If you select Associated Records, click + next to Associated Records to add a related record type to the timeline.
Enter the Record Table (Data Source), Title, and Entry Layout for the associated record.
Click Add.
Click Save changes.
3. Configuration
3. Configuration
Property
Type
Requirement
Description
Activity Types
Checkbox list
Mandatory (select at least one)
Selects which kinds of activity appear in the timeline: Emails, SMS, Calls, Associated Records.
Associated Records
List
Conditional, shown when Associated Records is selected
Related record types included in the timeline. Add a record type with +, or remove one with –.
Group By
Dropdown
Optional
Group timeline entries.
Title Field
Dropdown
Optional
Field used as the entry title in the timeline feed.
Activity Filter
Toggle
Optional
Shows a filter for activity type on the timeline.
Search
Activity Filter
Optional
Adds a search field to the timeline.
Filter
Toggle
Optional
Adds filtering to the timeline.
3.1. Associated Records
3.1. Associated Records
When Associated Records is enabled, each entry added under Associated Records requires:
Field
Description
Record Table (Data Source)
The related record table the activity is pulled from.
Title
The label shown for this record type in the timeline.
Entry Layout
The layout used when an associated record is opened from the timeline.
4. Viewing the Timeline
4. Viewing the Timeline
Once saved, opening the record shows the Timeline with a chronological feed of activity on the record, including activity from its associated records.
Each entry shows what happened, who performed it, and when: for example, an email thread with open and click tracking, or a related record being created or edited by a user.
5. Notes
5. Notes
Only activity types selected under Activity Types appear in the feed.
Associated record activity only appears once the relevant record type has been added under Associated Records.
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