Hi Team,
Can you help us on how to add custom sections as filters in the Timeline filter menu?
We want to add 2 sections "UsrApplication" & "UsrProjects" in the list of filters available
Im trying to figure out where exactly the addition happens and i came around these schemas and objects but not sure how exactly it is getting added
TimelineFilterMenuItem
TimelineCSS
TimelineFiltersSchema
TimelineTileSetting - Object
TimelinePageSetting - Object
Kindly help me resolve the same
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Hi Sri Saranya,
The Custom sections have to be added to the TimeLine table which then allows the users to select it from the filter.
- Create TimelineItemView & TimelineItemViewModel (Schema creation) fro your custom objects ("UsrApplication" & "UsrProjects")
- Insert record ("UsrApplication" & "UsrProjects" Object) into dbo.TimelineTileSetting
- Update JSON value of Contact in dbo.TimelinePageSetting
Please note that, data in the Data and Image columns are stored in the varbinary(max) format, use specific editors (such as dbForge Studio Express for SQL Server) to modify them.
This article will help you to achieve the required implementation.
https://academy.creatio.com/docs/developer/elements_and_components/basic_interface_elements/timeline#case-1440
NOTE: It is adviced to have a relation between the objects where you ty to add the timeline
For Ex: You want to see the timeline details of a Contact section in Account section's timeline. Then the these two object should pssess a relationship.
Best Regards,
Bhoobalan Palanivelu.
Bhoobalan Palanivelu,
Hi Bhoobalan,
Thank you very much for the reply.
I happen to follow the document that yo mentioned. As it is the cloud instance, im not able to add the Json value into the data column for both TimelineTileSettings and TimelinePageSettings table. I tried installing the SQL query console marketplace app, but it seems to be not opening at all.
Also i would like to understand, if we want to track the details of the attachment (say when it was added and if there are any changes to the record) we need to add that relationship in the data column of the TimelinePageSettings table?
Thanks & Regards,
Saranya
Hello Saranya,
Hope you're doing well.
Thank you Bhoobalan Palanivelu for your answer.
Additionally, you can find information on how to add your own timeline filters in the links below. You will need to interact TimelinePageSetting table.
- https://academy.creatio.com/docs/developer/elements_and_components/basi…
- https://community.creatio.com/questions/timelinetilesetting#comment-778…
So to display additional field/s in the timeline tab please do the following:
1. Modify the tile view model.
2. Modify the “TimelineTileSetting” table record for the particular timeline. In order to modify the table, it is possible to use the SQL query console as well.
Best regards,
Roman
Hi Roman,
Thank you very much for your reply
I went through the document and it looks like the new section that we create should be called as a detail in another section to track the timeline of the new section created
Is there a way that we can capture the New section's ("UsrApplication) detail changes captured in the Timeline Tab inside "UsrApplication" section itself?
Thanks & Regards,
Saranya
Hello Saranya,
If I understood your question correctly, you still will need to use the connection of the detail from another section and newly created section. Additionally, we would suggest to check the next article as well:
Best regards,
Roman
