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leanne
leanne
Contributor ⭐️⭐️⭐️⭐️⭐️
November 30, 2016
Released

Adding fields to Timeline Activities

Related products:CS Timeline & Activity Tracking
  • November 30, 2016
  • 26 replies
  • 600 views
When adding new fields to Timeline Activities, it looks like the only options for "Field Type" are Text, Date, Number and Checkbox.  Is a "Picklist" type field anywhere in future plans?

I'm trying to match the Timeline Call Activity fields to my existing Salesforce Call Log fields, so that the calls will sync over to Salesforce, but we have several required Picklist fields in Salesforce, and I don't want to end up with a lot of messy data from open text fields. 

    26 replies

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    nitisha_rathi
    nitisha_rathi
    Expert ⭐️⭐️
    June 20, 2017
    This is a stretch goal for summer release, should be available by fall.

    Thanks,
    Nitisha
    heather_hansen
    heather_hansen
    VIP ⭐️⭐️⭐️⭐️⭐️
    August 1, 2017
    I didn't see anything about this coming for the Summer release in Sept, so I'm guessing it probably won't be til Fall?
      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      August 17, 2017
      Hi Heather,

      Yes, picklist fields will be available in fall release.

      Thanks,
      Nitisha
        lyubov_penyugalova
        lyubov_penyugalova
        Contributor ⭐️⭐️⭐️
        September 15, 2017
        Great, thank you very much, Nitisha!
        heather_hansen
        heather_hansen
        VIP ⭐️⭐️⭐️⭐️⭐️
        December 5, 2017
        Nitisha,

        Any ETA for multipicklists?  We've added one as a single select today, but would ideally like to make it multi-select.  For example, we have a Product dropdown, and often, the CSM will be training on more than one product at a time, so we'd like them to be able to choose more than one.
          mike_wills
          mike_wills
          Contributor ⭐️⭐️
          December 5, 2017
          Agreed.  While the dropdown is a nice add and gets us closer to what we need, a multi choice field would really address our use case. 
            nitisha_rathi
            nitisha_rathi
            Expert ⭐️⭐️
            December 6, 2017
            Thanks for the inputs. Multi-picklist fields are not in our short-term (3-4 months) roadmap. I will post updates here once I have more clarity on ETA.

            Thanks,
            Nitisha
            kate_green
            kate_green
            Helper ⭐️⭐️
            April 12, 2018
            I would like to be able to edit or customize the number type fields in Activity Timeline.  For example, I want  to use a decimal value in a number field, but the current default setting is 0 decimal places and the field type is not editable from within the MDA table. 

              chris_holden
              chris_holden
              Contributor ⭐️
              May 8, 2018
              From what we were able to test, the maximum number of checkboxes supported in the Field Type for any activity is 10.

              1. what is the latest on getting a picklist for fields in a timeline activity?
              2. will it be possible to allow for > 10 options. We're in a pickle without it.
              manu_mittal
              Gainsight Employee ⭐️
              manu_mittal
              Gainsight Employee ⭐️
              May 8, 2018
              Hi Chris - Dropdown lists are supported in Timeline. Here's an article that covers how you can create and manage such lists from Gainsight Data Management.

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