The [Timeline] tab

Introduction

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.

The database tables

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

• TimelinePageSetting – for setting up sections and their tiles (table 1).
• TimelineTileSetting – for setting up all existing and custom timeline tiles (table 2).
• SysTimelineTileSettingLcz – for localizing tile names (see "Localization tables”).

Table 1. – TimelinePageSetting table primary columns

Table 2. – TimelineTileSetting table primary columns

Table 3. – Timeline tile configuration parameters in JSON format.

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 (table 1). 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 (table 3).

Usage of base tile

To start using the timeline in a section, perform base tile configuration (fig.1). The base tile compound elements:

• icon
• caption
• author
• date (sorting)
• message

Fig. 1. – The base tile element location

Example

Add the [Contract] tile to the [Accounts] section page. Sorting should be performed according to the StartDate column; the caption values, author and tile messages should be derived from the Number, Owner and Notes columns correspondingly.

Case implementation

1. Add a new record (or update an existing record) in the TimelinePageSetting table.

2. Set the "AccountPageV2” value for the Key column and populate the Data column with the following JSON object:

[
  {
    "entityConfigKey": "0ef5bd15-f3d3-4673-8af7-f2e61bc44cf0",
    "entitySchemaName": "Contract",
    "referenceColumnName": "Order",
    "orderColumnName": "StartDate",
    "authorColumnName": "Owner",
    "captionColumnName": "Number",
    "messageColumnName": "Notes",
    "caption": "My Contracts",
    "masterRecordColumnName": "Id"
  }
]

Fig. 2. Editing data via the dbForge Studio Express for SQL Server

The result of the base tile usage on the [Timeline] tab in the [Accounts] section is shown in fig.3

Fig. 3. – The [Timeline] tab in the [Accounts] section.

See also

• Creating the [Timeline] tab tiles bound to custom section