Dear All,
Could you please advise on how to filter the timeline using Advanced Filters?
My use case is to filter messages posted on the Account timeline via a folder on the Account list page. Additionally, I would like to know if it's possible to create a section that displays all Feed messages.
I’ve already tried searching for relevant keywords (such as social, message, channel) in the Advanced Filters on the Account section, but haven’t found anything related.
I would greatly appreciate your support!
Best regards,
Jacek
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Hello,
Could you please describe your business idea in more detail, what logic exactly do you need to achieve?
Hi Mira,
I'd like to filter feed messages entered on Account timeline using advanced filters/ folders in the Account section.
So, in advanced filters I'd like to select object (e.g. Feed?), quantity, and then filter message text using 'contains' logical value.
Could you let me know if this is possible and how best to set it up?
Best regards,
Jacek
Hello,
Thank you, could you please also describe your business idea behind, what are you trying to achieve by such a setup?
Hi Mira,
Firstly, maybe I will clarify that this is about a FUI configuration. What I am looking to do is just to filter the data entered as Feed messages. We will treat Feed similarly as Notes, but with an additional ability to upload attachments, so I'd like to be able to filter the data there on a higher (Account list page view) level.
Thanks!
Jacek
Assuming what you're after is to see accounts with feed/timeline activity, for example, see which accounts have new activity this week. However, a filter like this will show accounts with activity/messages, not the activity/messages itself.
Feed messages are object SocialMessage (title: Message/comment), however, they don't have a direct lookup to accounts since they are generic for any entity (the record stores the account Id in a generic EntityId column, not a lookup to the account). This is why they don't show in the list of objects related to accounts. To use this object in this way, I typically create a view to directly relate account feed records to the account so it can be used in filters. Not sure if it's possible to use in an account filter without that.
Note, this would only account for Feed messages, however. If you want all timeline entries, that would come from several different sources (Case, Order, Opportunity, Activity, SysFile, etc)