It would be nice to have the ability to review the comments people make on feed posts when looking at the timeline of the case. Currently you can only see the feed post on the timeline, to see if there are comments, you have to open the feed tab.

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Hello Mitch, 

Thank you for sharing this idea with us. 
We will register it for the responsible R&D team for the further consideration.

Kind regards,
Roman 

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hello community,

in the Account section page, i'm trying to change the display of some timeline tiles (the Order one for example). I can hide some fields i don't need by modifiying the TimelineTileSetting data ('0ef5bd15-f3d3-4673-8af7-f2e61bc44cf0' for Order).

Fine, but if i also want to add new fields in the tile : i then added my own UsrTimelineItemViewModel and UsrTimelineItemView for that.

Then i added a corresponding TimelineTileSetting and finally changed TimelinePageSetting to make it match .

 

Unfortunately, i can't make it to work. The displayed tile keep to be the old one,

it's like the updated TimelinePageSetting is not read by the system.
No matter what i do, logging out, clear cache...

 

What am i missing, please ?

 

best regards.

Patrice

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Dear Patrice,

 

Try to follow this guide on how to add a custom object to the timeline
https://academy.creatio.com/documents/technic-sdk/7-13/timeline-tab

 

Regards,

Dean

Hello Dean,
thanks for the answer.
In my case, i use 7-17 so i went to https://academy.creatio.com/documents/technic-sdk/7-16/introduction-17

So in AccountPageV2's TimelinePageSetting, i changed the original data, from 
          {
            "entityConfigKey": "0ef5bd15-f3d3-4673-8af7-f2e61bc44cf0",
            "entitySchemaName": "Order",
            "referenceColumnName": "Account",
            "masterRecordColumnName": "Id"
          },
to
          {
            "entityConfigKey": "9843b156-452f-463c-8cb6-7e9b3e3d5499",
            "entitySchemaName": "Order",
            "referenceColumnName": "Account",
            "masterRecordColumnName": "Id"
          },

which hold my new TimelineTileSetting Id.
is it not supposed to work like that ?

am i supposed to add a whole new TimelinePageSetting for my AccountPageV2 section like described in documentation ? or can i modify the existing one ?

Regards,
Patrice

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Hello colleagues

 

We install https://marketplace.creatio.com/template/marketing-record-types-timeline today and after it get NOTHING on Timeline tab, please see at https://prnt.sc/vojm67

 

I uninstall the package and continue having no Timeline content, please your help. I also close the session, clear cache, but nothing, no Timeline

 

How can I restore my Timeline content?

 

Thanks in advance

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4 comments

Hi Julio,

I've not used that marketplace add-on, so only guessing, but since the UI isn't even loading on the timeline tab, I would assume there is an error occurring in the client-side code. If you open the browser dev tools is there an error that shows in the console or on the network tab? If so, that might help track down the issue.

Ryan

Ryan Farley,

Thanks Ryan, yes it give an error. Also, I reported to Creatio support, because at this time I uninstall the add-on and continue having no Timeline. Here is the error I get on console

performanceLogger.js:346 GET https://nodos-cl.creatio.com/0/Nui/Terrasoft/EsqTimelineDataProvider.js?_dc=1606251564623 404

 

Hi Julio,

Did you tweak any other settings in Timeline (such as adding info about other Creatio objects)? Or did any errors occur when compiling Creatio?

I have reproduced your case, but Timeline has been successfully restored after uninstalling the package. That's why we need more information to investigate this error.

I have forwarded your initial issue with Timeline to the responsible team.

Sorry for the inconvenience. 

Alexander Demidov,

Hi Alex,

 

I made a simple video of what's happening with the Marketing Timeline app from Marketplace, please see at https://share.vidyard.com/watch/JfP8dVHLKVEyXDrHcyWXq2

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Dear mates,

I would like to modifiy our timelines on differents pages.

I try to follow the guide: https://academy.creatio.com/documents/technic-sdk/7-13/timeline-tab

But i can not access the database to do the modifications.

How can we have an access to the database ?

Thanks,

Nicolas

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1 comments

Hello Nicolas,

 

This method is only good for the development environments deployed on-site. Since the modifications are implemented directly in the database, they are not bound to any package. That is why the modifications will not be implemented in the database if the package with the view models and the tile view models is installed into another application. For the correct transfer of the developed functions, you need to bind the SQL-scripts that implement the corresponding modifications in the database when installing the package.

 

Best regards, 
Olga. 

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Hi Community,

In Case I have created a custom BP that sends email to some of the CRM users. Now since this is a custom Email, it is now showing in Timeline Tab, how can I configure my custom Email so that it will show in Timeline. 

 

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Dear Fulgen,

If email is sent automatically via business process it will not create activity. You can either send it manually or use script task to send email and create activity. 

Best regards,
Angela 

Angela Reyes,

 

Thanks Angela,

Then how I can show it on Case Timeline?

Fulgen Ninofranco,

It will appear in timeline when it is connected to the record. To connect email to record it must be created firs. You can use Send email to case assignee as an example to examine how activities are created and connected to records via script task. 

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Hi all,

Would it be possible to set the timeline to be updated with working notes ?

 

I would add a Working note field to the Case and then when saving the case the notes will go to the timeline. I am using a cloud version.

Thanks for your advice.

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Dear Lehmann,

There are no basic tools to add more fields or other entities into the timeline tab. It can only be done with the development tools. 
Please refer to these articles which describe how to create a custom Timeline tabs in different sections. Please refer to them when developing the new, custom timeline tab with the custom fields
https://academy.bpmonline.com/documents/technic-sdk/7-12/timeline-tab
https://academy.bpmonline.com/documents/technic-sdk/7-13/how-create-timeline-tab-tiles-bound-custom-section

Best regards,

Dean

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Is it possible to enable Timeline for the Portal Users' Case Page?

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2 comments

Dear Mitch,

There are no basic tools to add the timeline tab through the section wizard. The same relates to the portal case page. You will need to involve the development process to add the timeline tab to any page in the system but as for portal, there is no much reason to add it since this detail has multiple connections to other entities in the system. Apart from that, the portal users might not have the access rights those entities. 

Could you please let us know what is your business task?

Thank you beforehand.

Dean

Thank you Dean. If it requires custom development, I don't think we would want to implement. We were just checking to see if there was a standard and simple solution. 

We enjoy the timeline tab for internal cases, we like how you can filter by date and by type of activity on the timeline. We thought it would be beneficial for our portal users to have this function if it was an option so they could put time filters on the entities that they have access to.

Thanks for your response, my question has been answered. 

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We need to track tasks that we perform for each account.  we are doing some manually through tasks,  now we are doing some via automation - we still need to record them so they show in the TimeLine - BTW, the timeline feature is great!

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Dear Brian,

If you want to add the activities by the business process without completing them manually, then you can use Add data element: https://academy.bpmonline.com/documents/technic-bpms/7-12/add-data-process-element#XREF_27515

This element can add one record or a selection in the background mode. And you can set up the status to be completed: 

Best regards,

Lily

Lily Johnson,

Thanks, this worked... but to note for others I added several more fields to fill out the activity for it to show up and record what I wanted.

I wanted the nice activity notification to appear like it does for a Task so I also went a step further.  I left the Activity.Status field as "Not Started", added on a 2 sec timer and then closed the Activity by setting the Activity.Status = Completed.  This gives the user a notification letting them know when the process is completed, records the activity and closes the process automatically.  I do this added work for notification because the process varies in time, but the user needs to get a note while their waiting.

Brian Morgan,

In case you need to notify a user, please think of the extending the process or create a new one like it is discussed in this topic: 

https://community.bpmonline.com/questions/how-notification-can-be-sent-business-process-different-users

Best regards,

Lily

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