Question

Timeline - Connect Email to Custom Object

I have created a custom object, and I want to utilize the Timeline component. 

However, after setting the timeline component, I can see feed and files connecting with the records are visible in history. 

However, I am not able to see the sent email through it on the same record. 

But the same emails are attached in Contact Timeline, but I want to see all the email should attached with the existing Custom Object. 

Any suggestions. 

 

Version - 8.3

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Any update or comment ?

 

Hello,

There are a few steps that need to be followed to link the emails to your custom object's timeline. 

  1. Set up the corresponding timeline tiles. To see the emails, you need to add the Activity tile to your timeline. This article will guide you through the whole process of setting it up: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/platform-customization/freedom-ui/overview#title-15046-1
  2. Set up the record connection to your emails. To see the emails in the timeline, you need to build the link between your custom object and the Activity (email) record. This article explains how to automate this process: https://academy.creatio.com/docs/8.x/creatio-apps/creatio-basics/communications/working-with-emails#title-749-9

By following all the steps described in both articles, you can ensure seamless work with the emails in your custom timeline. 

Hi can you help the custom column we created from first article where exactly it will be visible and what will it do?

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