Add Activity of a related object to the Timeline component of another custom object
Hello,
our Field Sales users utilize records on the Account object (OOTB) and Affiliate object (custom solution). Account and Affiliate objects are related by one-to-many relationship (one Account can technically hold several Affiliates). Every Affiliate record has their associated account specified on a field.
End users schedule activities (calls, visits) for Accounts, but they would like to see these on the related Affiliate page. Is there a way to get the Activity object of Accounts to the Timeline component on related Affiliates?
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Hello!
There is no out-of-the-box automatic migration or display of Timeline data (such as Activity records) from an Account to its related Affiliate records.
The Timeline component in Creatio displays only records directly linked to a specific object instance. To show Account Activities on the Affiliate Timeline, you must implement additional customization: identify all Activity records associated with the Account and update or additionally populate the Affiliate reference field in each Activity record.
This requires extending the standard logic or creating a custom business process, as it cannot be achieved through UI configuration alone.
Alona Dolya,
Hello Alona, thank you for the quick response. Do you reckon this could be achieved with a no-code approach, using a business process only?
Hello!
As the Timeline component in Creatio displays only records directly linked to the object, the Activity will also need to be connected directly to the Affiliate object.
Once confirmed, I will be happy to assist you with the possible setup.
Described case can be solved via no-code tools like business process described in the previous message. If this solution does not fit your environment scenario, please describe your user case in more details and provide a few specific examples.