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New Idea

Filter on All Fields and Lookups in Timeline Custom Views

Related products:CS Timeline & Activity Tracking
  • July 26, 2024
  • 8 replies
  • 155 views

alizee
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  • VIP ⭐️⭐️⭐️⭐️⭐️

Hey,

Referencing this post that support is pointing to in their response to the lack of field availability in timeline filters, which is a question rather than an idea, and can’t be upvoted: 

 

We require consistency in the ability to use all Timeline Activity fields, and lookup fields in all areas of the product.

At present, Timeline Custom views is exclusive of a vast number of fields amongst which: 

  • Certain lookups
  • Context Name
  • Context ID
  • Milestone related fields 

We require ALL fields to be available in filters for Timeline Custom Views. It doesn’t make sense to have to create a report / dashboard to be able to filter on timeline activities. 

This is a simple ask. It’s about product feature parity for filtering AND for timeline/cockpit experiences. 

Thanks

A

 

8 replies

dayn.johnson
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  • July 26, 2024

This is a simple ask. It’s about product feature parity for filtering AND for timeline/cockpit experiences. 

+1 for #productparity!

We should have access to all fields, irrespective of what you think we might need.

I believe it was @gunjanm who said something along the lines of:

😂 “Don’t tell us how to do our business!” 😂


darkknight
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  • Expert ⭐️
  • July 26, 2024

Another example of where this would be incredibly useful 

 


sarahmiracle
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • July 26, 2024

A lot of related posts, all getting at the same thing -- show ALL fields for the Timeline filter view…

 


TMaier
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  • Helper ⭐️
  • July 26, 2024

I appreciate that you guys want to make the system simpler for new adopters and such, and there’s a fine line to achieving that without hindering more experienced users trying to leverage the full power of the system. Maybe something like the “Advanced” toggle for setting up Cockpit views would allow for both?

 

In any case, full access to all fields for the purpose of setting up filters, adding columns to views, etc, is invaluable to us. 

 

#FreeMyData


alizee
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  • July 29, 2024

#FreeMyData

 

 


darkknight
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  • Expert ⭐️
  • January 21, 2025

Related to this item: 

 


alizee
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  • Author
  • VIP ⭐️⭐️⭐️⭐️⭐️
  • February 14, 2025

And we can’t create GSID fields with lookups to other objects in timeline… to work around this… Why should we have to create a new timeline entry type? Why? 

 


heather_hansen
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  • July 30, 2025

Hit this recently because we recently starting syncing activities over from SFDC, and we wanted to be able to filter by Source = SALESFORCE_ACTIVITY to see them all in one place.  It appears you cannot filter by Source in the Views of Timeline, but again, you can in Report Builder.