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.
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.
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)
There are 2 options for how you can search for information in the Knowledge base apart from the Global search.
You can use filters (you can see a list of them in your screenshot).
If you need to apply a more complex filter with several search parameters and conditions, use the advanced filter. For example, you can use it in the [ Activities ] section to display all meetings with new customers.
