Hi everyone, new GS learner here. I am trying to log a manual timeline activity and it shows there after I hit ‘Log Activity’, but then when I refresh the record, or close out of it and come back in, the activity is gone. I tried it on different accounts and same thing. Any idea?
Solved
Manual logging of timeline activity disappearing
Best answer by romihache
When you use the associated records feature:
· In a report from Activity Timeline, you’ll find the record ONLY in the Company that you created the entry (I just have the user who created the entry and date as filters)
· But, you should see it in both Timelines.
At left, the account “Hy...” where the entry was created. At right “...Test Account”. The Notes, title, and associated record box look exactly the same, but in “...Test Account” you can see at the top two circles: AR and C (Associated Record and Company respectively) that shows the source of that entry
Hope this helps!
Hi
I wanted to confirm if you are filling out the mandatory fields while logging a Timeline activity and if you refresh the entire page and navigate to Timeline section once again, does it not show the timeline entry you made at all?
+9Hi
Have you tried clearing your cache yet? That often resolves some UI glitches. It might also be worth checking with your Admin to see if the record appears in a report (Activity Timeline GSID).
If the issue persists, I’d recommend to capture a screen recording and a HAR file and submit a ticket to support.
Hi
+9At least you are an admin so troubleshooting is a bit more straightforward
Honestly, if you’ve already ruled out filters, and I can see in your screenshot that the Default View is applied, I’m stumped. I can’t think of a specific permission that allows you to create an entry but then hides it from you. My last shot in the dark suggestion: try clicking Refresh Activities (next to Drafts)
I have clicked on Refresh Activities next to Drafts any times, and that doesn’t do anything. The number in Drafts still persists. Quick question - and I think it may be part of glitch now - when I create an activity with associated record between two companies, I am supposed to see that timeline activity in both company’s timeline activity area, correct? When I run a timeline activity report, I only see that activity record show up on the company that I created it on. Should it also list the associated record that I associated as well? See attached pic. I created two samples on Abbvie, but if I attached the associated record to PayPal, shouldn’t I see it listed for PayPal as well, so essentially, two of the same records but different company? (These don’t show up under Timeline either.) Thanks!
+9
When you use the associated records feature:
· In a report from Activity Timeline, you’ll find the record ONLY in the Company that you created the entry (I just have the user who created the entry and date as filters)
· But, you should see it in both Timelines.
At left, the account “Hy...” where the entry was created. At right “...Test Account”. The Notes, title, and associated record box look exactly the same, but in “...Test Account” you can see at the top two circles: AR and C (Associated Record and Company respectively) that shows the source of that entry
Hope this helps!
+9
Happy to help 😊
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