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zach_davis
zach_davis
Helper ⭐️
Jun 23, 2017 12:22 AM UTC

Adding Timeline Subtypes

I am working to roll out Timeline with a customer and they would like to add subtypes to timeline activity types. For instance when they add meetings, they would like to know what type of meeting it is(for reporting purposes)Example: CSA Meeting. Do we have any plans to add this functionality to expand the activity types?

      5 replies

      nadav_shemtov
      nadav_shemtov
      Contributor ⭐️⭐️⭐️⭐️⭐️
      Jun 23, 2017 1:14 AM UTC
      Couldn't we achieve this today already by just adding more activity types and putting them all under the same reporting category? 

      Also, have an open enhancement request to enable picklist fields to be added to activity layout, this would allow to add a "category / type" field with several options
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        manu_mittal
        Gainsight Employee ⭐️
        manu_mittal
        Gainsight Employee ⭐️
        Jun 23, 2017 1:38 AM UTC
        We are working on supporting picklists, which would allow us to capture such details when logging activities. But if we want the sub-types to be more like CTA reason codes (single list), we might have to also support creating dependencies to be able to separate values out by activity type. 
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        zach_davis
        zach_davisAuthor
        Helper ⭐️
        Jul 25, 2017 4:27 PM UTC
        Nadav - They want to be more granular about the type of meeting/call etc. There is a limit on types you can create and creating types for both EBR Meeting, CSA Meeting would clutter up the activity type drop down. Do we know when the picklists will be added to Timeline?

        Thanks!
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        manu_mittal
        Gainsight Employee ⭐️
        manu_mittal
        Gainsight Employee ⭐️
        Jul 28, 2017 6:39 AM UTC
        I believe we are targeting Fall, but I'll let Nitisha confirm (assigned the post to her).
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        nitisha_rathi
        nitisha_rathi
        Expert ⭐️⭐️
        Aug 16, 2017 5:51 PM UTC
        Yes, adding picklist fields will be available in fall.

        Thanks,
        Nitisha
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