Timeline
The Timeline in a record captures the updates done to that record and its related records. With this you can see the history of activities associated with an entity (contacts, companies, etc).
The timeline of the Parent entity's record will display the changes done to the record of a Parent entity and to its Related records in chronological order. Changes from up to 180 days will be displayed. A timeline can be viewed in the following Parent entity's records (refer to the table below).
Parent Entity | Related Entities |
Contacts | Companies |
Companies | Contacts |
Assets | Contacts, Companies |
Requests | Contacts, Companies, Assets, Estimates, Work Orders |
Estimates | Contacts, Companies, Assets, Requests, Work Orders |
Work Orders | Contacts, Companies, Assets, Requests, Estimates |
Service Appointments | Contacts, Companies, Assets, Requests, Work Orders |
Services And Parts | - |
When you make changes to a Parent entity's record, the following happens:
- The change is recorded in the timeline of the Parent entity record
- The change is recorded in the timeline of the related entity records
For example, when asset details are updated, the timeline in the Assets (Parent) module as well as its related module, Contacts get updated with the change.
Assets module
Contacts module
Activities Recorded
The timeline of a record will be updated when the following changes occur:
Record Updates
A record is created, edited, or deleted. Edits considered also include updates to Currency information, Tax information, and Custom fields.
Status Change
Change in the Status of an entity. For example, the Status of a work order changes from New to Scheduled Appointment.
Adding Notes
Notes are added to a record.
Invoice Updates
When an invoice is created for a service appointment and any subsequent changes to the invoice.
Service Appointment Updates
The timeline will record the following changes related to a service appointment:
- Service report: When a service report is created for a service appointment or subsequently updated. Click on the name of the service report to view the report.
- Time sheet: When a time sheet is created for a service appointment or when it is updated. Click on the name of the time sheet to view the time sheet entry.
- Trip: When a trip is initiated for a service appointment or when the trip details are updated. Click on the name of the trip to view the details of the trip.
Workflow Function Trigger Updates
When the function defined for a module is triggered through a workflow.
Filters
The activities captured in the timeline can be filtered based on two criteria:
- Show updates related to the module alone or include updates of related records too
- Show entries in the timeline based on the selected time range
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