Question
Integrating Timeline
+5In the recent releases, has there been any progress in being able to report or run rules? We would like to write the date of the most recent meeting to an attributes field to track how frequently we are meeting with customers.
Director of CX and Scale Programs
+4Terrific use case. We released custom activity types and Relationship support in Feb. Spring release will have a TON of additional Timeline capabilities including reports.
+5I'm excited to see we are able to run reports based off of the timeline data with the May Release! Am I over looking how to do the reports or is that not possible yet?
You can navigate to ReportBuilder and select "Activity Timeline" you should be able to see the timeline data
+5I miss typed...I want to run a rule based off of it. I was able to run the reports.
+3Hi Lane,
You should be able to access 'Activity Timeline' when building a bionic rule.
You should be able to access 'Activity Timeline' when building a bionic rule.
+1Here is the release notes for reference, https://support.gainsight.com/Release_Notes/2017/Release_Notes_Version_5.6_May_2017%3A_Automatic_Upd...
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