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alizee
alizee
VIP ⭐️⭐️⭐️⭐️⭐️
July 26, 2024
New Idea

Filter on All Fields and Lookups in Timeline Custom Views

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

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
    dayn.johnson
    VIP ⭐️⭐️⭐️⭐️⭐️
    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!” 😂

    Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
      darkknight
      darkknight
      Expert ⭐️
      July 26, 2024

      Another example of where this would be incredibly useful 

       

      Jeff Kirkpatrick
        sarahmiracle
        sarahmiracle
        VIP ⭐️⭐️⭐️⭐️⭐️
        July 26, 2024

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

         

        Customer Success Systems Admin @ Amplitude, 3x Gainsight CS Ops Product Council Member
          TMaier
          TMaier
          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
            alizeeAuthor
            VIP ⭐️⭐️⭐️⭐️⭐️
            July 29, 2024

            #FreeMyData

             

             

            The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
              darkknight
              darkknight
              Expert ⭐️
              January 21, 2025

              Related to this item: 

               

              Jeff Kirkpatrick
                alizee
                alizeeAuthor
                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? 

                 

                The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
                heather_hansen
                heather_hansen
                VIP ⭐️⭐️⭐️⭐️⭐️
                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. 

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