I'm working on expanding one of our (custom) Timeline Activity Types and realized that I can't use the Multi-Select Drop Down. I can only use Single Select Drop Down.
Is there a possibility of expanding out the Timeline to include Multi-Select Drop Down options?
Use Case: We have a user who is speaking with our customers about a new product feature and often times covers a number of topics when speaking to the customer. We use Timeline to post all of our updates - as it's easier for everyone to see what's going on. [<3 Global Timeline] We're running into a problem of how to 'tag' the features she covers so it's reportable. One idea that we had was to use the Drop Down (Category) feature. As the reporting looks nice and breaks it out - so we could in turn get numbers based off the features covered. [But in current production, Drop Down only supports Single Select.]
[i]Additional Information: When updating or creating a new Timeline Activity Type; under the Configuration Layout field - there are a number of Field Types, Drop Down being one of them. However in the current case, the Category that you want to be featured here must be a Single Selec[i]t. If listed as a Multi-Select it will not appear as an available Category for you.
Thank you for reading!
Released
Idea. The ability to use Multi-Select Drop Downs in Timeline Activity Type Setups.
Hi,
I have an use case reported by one of the customer they are looking to add a multi-select because a CSM may touch on multiple purposes in one call/meeting that they are looking to log. The multiselect will also limit the time a CSM takes to create a create logs.
I have an use case reported by one of the customer they are looking to add a multi-select because a CSM may touch on multiple purposes in one call/meeting that they are looking to log. The multiselect will also limit the time a CSM takes to create a create logs.
+1+1, an example use case would be for specific products/features discussed during a meeting
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+4That's what actually spawned this idea. We have a new type of CSM user that engages with customers outside of the assigned Account Executive. And if the customer brings up a Product/Feature and CSM creates a Timeline entry - there isn't a pretty way to report on that.
+4Yes! I'm always trying to find a way to save my CSMs time - and having a multi-select, would certainly shave off more than a few minutes for them!
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+1 use case would be for our code red process, using the dropdown to identify one or multiple reasons a customer is in code red.
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+5+ 1. One of my customers have multiple products and want to specify which products were talked about in a meeting. They can't do that because there is option for only single select and they can talk about more than one product at a time.
Outplay. Outwit. Outlast.
+10 I have had two clients in the past week ask me to troubleshoot why their multi-select picklists are not available in Timeline Activities
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+1 - We'd like to be able to minimize the need to create multiple timeline entries. Ideally, our CSMs could log a customer meeting or touchpoint and then have a way within the entry to select multiple options from a standard set of deliverables for what was actually "delivered" during that touchpoint.
We're using timeline as way to track activities related to org level initatives. Sometimes a meeting covers multiple initiatitves so a multi-picklist would make a lot of sense here. There aren't great alternatives: Logging multiple activities or adding a free text field.
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We have this exact use case! Would love to see this as a future enhancement.
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Would love to see this added as a feature for Timeline support.
Any update on this? I need it for the same use case as the original post.
Have set up a similar multiple select dropdown to add as a field to my activities but it should be set as single select. And I can’t use it on Timeline now as it’s set to multi-select and no way to change it or even delete it.
+1
This would also be useful for my team - behind the cockpit/CTAs, the timeline is our number 2 most used feature.
+1Came across the same problem. Conversation with customer can cover several topics and we’d like to have a multi-select fields to identify them.
I see a lot of interest for this feature but only 3 votes. Please vote this up!
+3+1. Vote for this feature. It definitely helps a lot for CSMs or who are using Timeline to enter the Activities.
+1 on this one! We have the use case that during the Sales to CS Handover, which we capture as ana activity in Timeline, that we want to capture data about specific things the customer has agreed to during the sales process such as providing a case study or testimonial, letting us use their logo, etc. It can be that the customer has agreed to multiple things so having a multi-select for this would save our CSMs a lot of time!
+1 for us too. Our alternative now is to use checkboxes, but this can easily become impractical to manage.
Would like to have this feature. Have a requirement to make a multi-picklist Product Category field in order to allow the CSM to choose more than one category. Any workaround? Using check-box fields do not replace this feature as we have to many values on the Product category field.
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