The Activity Timeline gives you a comprehensive, chronological view of the activity that has taken place on an intake, matter, or any other type of record. Use it to:

  • Spend less time reviewing everything that has been done on a case
  • See what's coming up next
  • Jump around in time without scrolling through multiple pages or hundreds of records
  • Search and filter the timeline to quickly find what you're looking for
  • Dive into details without losing the context of what happened before and after
  • View and edit records in a responsive sidebar without leaving the Activity Timeline

Table of Contents

Component sections

  1. Mini-timeline
  2. Search bar
  3. Filter menu
  4. Activity table

Screen_Shot_2020-06-25_at_10.png

  1. Table options
  2. Month/year header
  3. Activity record row
    • Name
    • Body
    • User
    • Date
    • Additional fields
    • Activity actions menu
      • View
      • Edit
  4. Activity record sidebar
    • Record actions icons
      • Delete
      • Edit
      • Open in new tab
    • Record fields

Screen_Shot_2020-06-25_at_10__1_.png

Navigate the timeline

You can navigate the timeline by scrolling up and down, or by clicking any month in the "mini-timeline" to jump to that time period.

scroll_and_jump.gif

View activity records in the sidebar

To view more information about any record in the timeline, click the blue Subject field to open the sidebar.open_sidebar_a.gif

You can also choose the View option from the action menu within the record row.

open_sidebar_b.gif

Edit a record in the sidebar

To edit an activity record in the sidebar, click the pencil (edit) icon at the top of the sidebar, or within any editable field. You will need to Save any changes you make.

edit_record.gif

Note that some records may not be editable. This may be either because:

  • you do not have permission to edit these records, or
  • your admin has marked this Activity Type as unavailable to edit. 

Open a record in a new tab

To open any activity in a new tab, first open the record in the sidebar. Then click the Open in New Tab icon at the top of the sidebar.

open_in_new_tab.gif

Delete an activity record

To delete an activity record, first open the record in the sidebar. Then click the trash can (delete) icon at the top of the sidebar.

You will be asked to confirm that you want to delete the activity record.

delete_activity_record.gif

Note that you will only be able to delete records that you have permission to delete. 

Switch between records in the sidebar

To focus on another record with the sidebar already open, click the Up or Down arrows within the sidebar. This will shift focus to the record above or below the current record within the timeline.

switch_records_a.gif

You can also simply click a different record within the timeline.

switch_records_b.gif

Close the activity record sidebar

To close the sidebar, click the X icon.

close_sidebar_a.gif

You can also click the blue Subject field within the currently focused record row.

close_sidebar_b.gif

Search for records

To search for records, enter a search term in the Search Timeline bar at the top of the component and hit your Return key.

The timeline table will then show you only records where that search term appears. All fields which are mapped to the table will be searched. (Fields that are not mapped to the timeline table will not be searched.)

search_timeline.gif

Clear a search

To clear your search and show all records again, click the X icon within the search bar.

clear_search.gif

Filter (show/hide) records

In addition to searching for specific words or phrases, you can also filter the records within the timeline by a combination of criteria:

  • Date
    • All records
    • All past records
    • All records from the past X days
    • All future records
    • All records in the next X days
  • User
    • All users
    • Current user
  • Activity Type

Notes:

  • When filtering for activity records by dates in the past or future, you can choose how many days into the past/future
  • Both the Date and User filter options will use the field mapped to the corresponding column in the timeline table to run the filter
  • If you are filtering for Task records as an Activity Type, you will also have the option to filter based on certain Task-specific values:
    • Call vs. Task
    • Complete vs. Incomplete

Apply a filter

To apply a filter, click the filter menu icon to open the menu. Then select the filter values you wish to apply, and click the Apply button.

filter.gif

Change or remove filters within the filter menu

To change or remove filters using the filter menu, click the filter menu icon to open the menu. Then select the values you wish to change/remove, and click the Apply button.

change_filter.gif

You can also click the Restore Defaults link within the filter menu to restore the filter options to their default state. You will still need to click Apply to apply this change.

restore_defaults_filters.gif

Remove filters using the filter pills

Remove individual filters while leaving others in place by clicking the button within individual filter pills.

remove_filter_pill.gif

You can also click the Clear All link within the filter pills section to remove all applied filters.

clear_all_filters.gif

Expand activity rows to show the Body field

The Body field for activity records is shown below the other values within the same row. By default, this field may be either expanded or collapsed, depending on how your admin has configured the Activity Timeline.

Expand/collapse an individual row

To expand or collapse the Body for any individual activity record, click the caret icon to the left of the row.

expand_row.gif

Expand/collapse all visible rows

To expand or collapse the Body field for all activity records within the timeline table, click the Expand All or Collapse All link within the table options section of the Activity Timeline.

expand_collapse_all.gif

View more activity records

The Activity Timeline will load either 20, 50, or 100 records initially, depending on the settings your admin has chosen. 

If there are additional records that can be shown, you will see a blue View More link at the top and/or bottom of the timeline table. Click this link to load more activity records.

view_more.gif

Switch the sort order of activity records

The Activity Timeline initially sorts activity records from newest to oldest. To reverse the sort order and show the oldest records first, click the Reverse Sort Order icon (Screen_Shot_2020-06-25_at_2.03.55_PM.png) within the table options section.

Refresh the timeline table 

To refresh the timeline table and check for new activity records, click the Refresh icon (Screen_Shot_2020-06-25_at_2.05.18_PM.png) within the table options section.

Wrap/clip text within the timeline table

The Subject of any activity record may be longer than the available space within the timeline table. In this case, the Activity Timeline will either clip the extra text (hiding it), or wrap the text.

Your admin will set either Wrap Text or Clip Text as the default setting. You can switch this setting by clicking the link within the table options section.

Other articles

 

Was this article helpful?
0 out of 0 found this helpful