Hi all,
I am looking to implement what appears to be a pretty flexible and powerful app from Salesforce Labs called TimeWarp.
My organization keeps thorough records and it can be a challenge for someone not familiar with an Account to sift through our various objects and pick out the highlights. My org wanted a way to pull together the most critical records to give our management team a quick summary of an Account all in one place. The first Order from a customer, when a Contact joined the company, a Call about a challenge a customer had, a Note on why a decision was made etc. I believe TimeWarp can satisfy our need.
Since we keep so many records, we want to be selective with what appears on the Timeline. The Inclusion Field works great to achieve this result. I have added a checkbox field to the pertinent Objects called "Highlight <ObjectName>" which is referenced in the Inclusion Field for each associated Custom Metadata Type.
The only records I am struggling with are the Logged Calls from the action found in the Activities Lightning Component. I was able to get the NewTask and NewEvent actions working by creating the Highlight field on the Activity and Event sObjects and then editing the Global Action Layout for NewTask and NewEvent to include that field. Then adding that field to the Custom Metadata Type for Account_Tasks and Account_Events. When users check the box, Tasks and Events are displayed/hidden on the Timeline accordingly.
The LogACall action, however, does not respond when Highlight_Task__c is true. And all Tasks created using the Log A Call feature are shown on the Timeline.
I can see that the LogACall action has the Target Object "Task" when drilling down on it, same Target as the NewTask action. And I kind of expected they would work together as the Highlight_Task__c field was added to both Action Layouts via the Activity sObject. And, as I understand it, all the Log A Call feature does is create a Task with a different layout.
The Target Object on the summary overview of Global Actions is however, blank. And I am wondering if there may be something I need to do differently.
Anybody know how to setup a Custom Metadata Type for Log A Call actions with an Inclusion Field using TimeWarp?
Maybe that isn't even the right question, since the Calls already appear on the Timeline using their own icon. When I toggle the filter for Account_ActivityHistory, all of the Logged Calls show up and drop off. But adding the Highlight_Task__c field to the Account_ActivityHistory Inclusion Field does not give the desired effect.
Which Custom Metadata Type controls the Log A Call records that appear on the Timeline? And can I use an Inclusion Field of data type Boolean to control which Calls appear on the Timeline?
Thank you so much for any help!!
You're not doing anything wrong. OpenActivities and ActivityHistory don't support the Inclusion Field on the custom metadata records. This is because they are separate to the Activity object you add the Highlight Task field to.
You would have to use Account_Task metadata record for the Inclusion Field to work. This would mean that only calls and tasks associated directly to the Account would be shown and not indirect records related to Contacts.
No easy solution here to do what you need to at the Account level. Sorry.
