Global Timeline and Associated Records

@soumitrasahu would you be able to clarify this?

@bradley I didn’t get the context. Are you saying you are looking for some way to know upfront if the activity contains some Associated Record?

Here’s an example:

I hold a business review for Company A and Company B at the same time (doesn’t matter why at the moment). I want to document this business review for both companies with one timeline entry, so I create the timeline entry for Company A and then, using associated records associate it with the timeline for Company B.

Problem 1) If I go to the global timeline and filter to my entries, I will only see that this business review exists on Company A. e.g., there is only one timeline ‘card’.

Problem 2) I also cannot tell from looking at this single card, without clicking into it, that it has been associated elsewhere.

There are all sorts of other issues with reporting on this, but I’m just talking about these particular questions right now. 

@soumitrasahu let me know if you need any other context or maybe @anirbandutta if this should just be converted to a feature request

Checking on this w Soumitra, @bradley 

@anirbandutta or @soumitrasahu any update on this?

@Bhawya could you pl share an update?

I am bit confused if this is really “solved” with ​@bradley ‘s last comment.  As I have worked with this - it seems that associated records on the timeline (in my case within the R360) do show when an Activity Timeline entry was created from within a CTA - there is an indicator on the list.

  But if we associate a Activity to a CTA after the fact, there is no indicator. 

It feels like when a user associates a Activity to a CTA then an Association record must be created (because we can see the CTA referenced at the bottom of the Activity, and in the CTA we can see the Activity entry - but that indicator on the timeline record does not show records that were associated after the fact.   I created a question that could be converted to an idea: