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Adding Timeline Subtypes

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FMEEvangelist
  • FMEEvangelist
    FMEEvangelist

zach_davis
I am working to roll out Timeline with a customer and they would like to add subtypes to timeline activity types. For instance when they add meetings, they would like to know what type of meeting it is(for reporting purposes)Example: CSA Meeting. Do we have any plans to add this functionality to expand the activity types?

5 replies

nadav_shemtov
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 96 replies
  • June 23, 2017
Couldn't we achieve this today already by just adding more activity types and putting them all under the same reporting category? 

Also, have an open enhancement request to enable picklist fields to be added to activity layout, this would allow to add a "category / type" field with several options

manu_mittal
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  • Gainsight Employee ⭐️
  • 639 replies
  • June 23, 2017
We are working on supporting picklists, which would allow us to capture such details when logging activities. But if we want the sub-types to be more like CTA reason codes (single list), we might have to also support creating dependencies to be able to separate values out by activity type. 

zach_davis
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  • Author
  • Helper ⭐️
  • 77 replies
  • July 25, 2017
Nadav - They want to be more granular about the type of meeting/call etc. There is a limit on types you can create and creating types for both EBR Meeting, CSA Meeting would clutter up the activity type drop down. Do we know when the picklists will be added to Timeline?

Thanks!

manu_mittal
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  • Gainsight Employee ⭐️
  • 639 replies
  • July 28, 2017
I believe we are targeting Fall, but I'll let Nitisha confirm (assigned the post to her).

nitisha_rathi
  • Expert ⭐️
  • 1134 replies
  • August 16, 2017
Yes, adding picklist fields will be available in fall.

Thanks,
Nitisha

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