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Contributor ⭐️
January 30, 2020
New Idea

Reporting on timeline notes with attachments

Related products:CS Timeline & Activity Tracking
  • January 30, 2020
  • 13 replies
  • 437 views

I would like to be able to report on timeline notes that contain an attachment. That is not possible right now, but would be a great use case.

    13 replies

    nancy_bray
    Contributor ⭐️⭐️⭐️
    September 16, 2022

    @nitisha_rathi Is there an update on this request?  Our use case is a little different, but the ability to get access CTA attachments is a pain point for our CSMs.  Before NXT, we stored CTA attachments in a Chatter group in SFDC.  CSMs would go there to look for content they could use in their presentations.  We have lost that ability entirely, and are trying to find a solution to enable sharing again.

    davebrown2242
    Helper ⭐️
    October 10, 2023

    This would be a powerful report filter!  

    Use Case: We have a scorecard measure for a CS Process that requires the completion of a template. That template is planned to live on the scorecard measure timeline via Attachment. We have a time frame to complete this activity. 

     

    The ability to see “Attachment” Y/N flag AND/OR “Attachment File Name” text field is critical for EMT and Leadership reporting.


    Please update all on this request.

    DB
    davebrown2242
    Helper ⭐️
    October 10, 2023

    @anirbandutta 
    Can you help consolidate the various asks on this topic for clearer voting and updates.

    ASK: Ability to report on Attachments on Timeline entries.

     

    Similar:


    Also push where you can to add this enhancement.  Great feature for the teams to leverage via Timeline, but limits process and enforcement with the lack of visibility. 

    DB