Customize timeline

Level: advanced

Starting from version 7.12.0 you can use the Timeline tab for quick analysis of customer cooperation, opportunity, case, etc. history in Creatio. This tab is available by default in the Contacts, Accounts, Leads, Opportunities and Cases sections.

Database tables

The following database tables are provided in the database for setting up the timeline:

• TimelinePageSetting – for setting up sections and their tiles).
• TimelineTileSetting – for setting up all existing and custom timeline tiles.
• SysTimelineTileSettingLcz – for localizing tile names.

TimelinePageSetting table primary columns

Column	Details
Id	Record identifier.
Key	Key – the name of section page schema. For example, AccountPageV2, ContactPageV2, etc.
Data	Section timeline setup in JSON format.

TimelineTileSetting table primary columns

Column	Details
Id	Record identifier.
Name	Tile caption that will be displayed in the filter menu. It must have plural form, for example, “Tasks.” Localization is performed via the SysTimelineTileSettingLcz table. If this field is not populated, the tile caption will be derived from the entity or type schema name.
Data	Section timeline setup in JSON format.
Image	The tile icon that will be displayed in the filter menu and on the left side of the tile on the Timeline tab.

Timeline tile configuration parameters in JSON format

Column	Details	If required	Example
entityConfigKey	Tile key. It should match the Id in the TimelineTileSetting table of the corresponding existing tile that should be displayed for the entity.	No	706f803d-6a30-4bcd-88e8-36a0e722ea41
entitySchemaName	Name of the entity object schema.	Yes	Activity
referenceColumnName	Name of the object column that will be used for selecting records.	Yes	Account
masterRecordColumnName	Name of the parent record column that will be used for selecting records.	Yes	Id
typeColumnName	Name of the type column.	No	Type
typeColumnValue	Value of the type column.	Should only be applied when typeColumnName is indicated.	fbe0acdc-cfc0-df11-b00f-001d60e938c6
viewModelClassName	The view model class name of the existing tile.	No. If the value is not populated, the BaseTimelineItemViewModel base class will apply.	Terrasoft.ActivityTimelineItemViewMode
viewClassName	Name of the existing tile view class.	No. If the value is not populated, the BaseTimelineItemViewl base class will apply.	Terrasoft.ActivityTimelineItemView
orderColumn	Column for sorting.	Yes	StartDate
authorColumnName	Column for the author.	Yes	Owner
captionColumnName	Column for the caption.	Yes, if the messageColumnName column is not indicated.	Title
messageColumnName	Column for messages.	Yes, if the captionColumnName column is not indicated.	DetailedResult
caption	Tile caption that will be displayed in the filter menu. It must have plural form, for example, “Tasks.” It is used for setting a tile caption that would differ from the one indicated in the Name field of the corresponding tile setting in TimelinePageSetting.	No	My Activity
columns	Setup array for additional tile columns.	No
columnName	Path to the entity object column.	Yes	Result
columnAlias	Column alias in the tile model view.	Yes	ResultMessage
isSearchEnabled	Indicates the capability of text search according to the column value (for text columns only).	No	true

Adding the Timeline tab to the section

To add the Timeline tab to the section page and display records thereon:

1. Add a new record to the TimelinePageSetting table.
2. Populate the corresponding columns. Indicate the section page schema name in the Key column. For example, if you need to add a tab to the Accounts section, the Key column value will be "AccountPageV2". The Data column contains the configuration of timeline tiles that are displayed on the indicated section tab in JSON format.

Important

The Timeline tab will not be displayed on the section record edit page if the tile configuration in the Data column is not available or if there exist errors (for example, syntax error) in the configuration.