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bpm’online development guide
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The [Timeline] tab

Glossary Item Box

Introduction

Starting from version 7.12.0 you can use the [Timeline] tab for quick analysis of customer cooperation, opportunity, case, etc. history in bpm’online. This tab is available by default in the [Contacts], [Accounts], [Leads], [Opportunities] and [Cases] sections.

The database tables

The following tables are provided in the database for setting up the timeline:

  • TimelinePageSetting – for setting up sections and their tiles (table 1).
  • TimelineTileSetting – for setting up all existing and custom timeline tiles (table 2).
  • SysTimelineTileSettingLcz – for localizing tile names (see "Localization tables”).

Table 1. – TimelinePageSetting table primary columns

Column Details
Id Record identifier.
Key Key – the name of section page schema. For example, AccountPageV2, ContactPageV2, etc.
Data Section timeline setup in JSON format.

Table 2. – TimelineTileSetting table primary columns

Column Details
Id Record identifier.
Name Tile caption that will be displayed in the filter menu. It must have plural form, for example, “Tasks”. Localization is preformed via the SysTimelineTileSettingLcz table. If this field is not populated, the tile caption will be derived from the entity or type schema name.
Data Section timeline setup in JSON format (table 3).
Image The tile icon that will be displayed in the filter menu and on the left side of the tile on the [Timeline] tab.

Table 3. – Timeline tile configuration parameters in JSON format.

Column Details If required Example
entityConfigKey Tile key. It should match the Id in the TimelineTileSetting table of the corresponding existing tile that should be displayed for the entity. No 706f803d-6a30-4bcd-88e8-36a0e722ea41
entitySchemaName: Name of the entity object schema. Yes Activity
referenceColumnName Name of the object column that will be used for selecting records. Yes Account
masterRecordColumnName Name of the parent record column that will be used for selecting records. Yes Id
typeColumnName Name of the type column . No Type
typeColumnValue Value of the type column. Should only be applied when typeColumnName is indicated. fbe0acdc-cfc0-df11-b00f-001d60e938c6
viewModelClassName The view model class name of the existing tile. No. If the value is not populated, the BaseTimelineItemViewModel base class will apply. Terrasoft.ActivityTimelineItemViewMode
viewClassName Name of the existing tile view class. No. If the value is not populated, the BaseTimelineItemViewl base class will apply. Terrasoft.ActivityTimelineItemView
orderColumn Column for sorting. Yes StartDate
authorColumnName Column for the author. Yes Owner
captionColumnName Column for the caption. Yes, if the messageColumnName column is not indicated. Title
messageColumnName Column for messages. Yes, if the captionColumnName column is not indicated. DetailedResult
caption Tile caption that will be displayed in the filter menu. It must have plural form, for example, “Tasks”. It is used for setting a tile caption that would differ from the one indicated in the Name field of the corresponding tile setting in TimelinePageSetting. No My Activity
columns Setup array for additional tile columns. No
columnName Path to the entity object column. Yes Result
columnAlias Column alias in the tile model view. Yes ResultMessage
isSearchEnabled Indicates the capability of text search according to the column value (for text columns only). No true

Adding the [Timeline] tab to the section

NOTES

Adding the [Timeline] tab tiles to the new section is described in the "How to create the [Timeline] tab tiles bound to custom section" article.

To add the [Timeline] tab to the section page and display records thereon:

1. Add a new record to the TimelinePageSetting table.

2. Populate the corresponding columns (table 1). Indicate the section page schema name in the Key column. For example, if you need to add a tab to the {Accounts} section, the Key column value will be "AccountPageV2". The Data column contains the configuration of timeline tiles that are displayed on the indicated section tab in JSON format (table 3).

ATTENTION

The [Timeline] tab will not be displayed on the section record edit page if the tile configuration in the Data column is not available or if there exist errors (for example, syntax error) in the configuration.

Usage of base tile

To start using the timeline in a section, perform base tile configuration (fig.1). The base tile compound elements:

  • icon
  • caption
  • author
  • date (sorting)
  • message

Fig. 1. – The base tile element location

Example

Add the [Contract] tile to the [Accounts] section page. Sorting should be performed according to the StartDate column; the caption values, author and tile messages should be derived from the Number, Owner and Notes columns correspondingly.

Case implementation

1. Add a new record (or update an existing record) in the TimelinePageSetting table.

2. Set the "AccountPageV2” value for the Key column and populate the Data column with the following JSON object:

[
  {
    "entityConfigKey": "0ef5bd15-f3d3-4673-8af7-f2e61bc44cf0",
    "entitySchemaName": "Contract",
    "referenceColumnName": "Order",
    "orderColumnName": "StartDate",
    "authorColumnName": "Owner",
    "captionColumnName": "Number",
    "messageColumnName": "Notes",
    "caption": "My Contracts",
    "masterRecordColumnName": "Id"
  }
]

ATTENTION

The [Orders] base tile is used in the following case. This tile has a record in the TimelineTileSettings table with the 0ef5bd15-f3d3-4673-8af7-f2e61bc44cf0 Id.

ATTENTION

As the data in the Data column are stored in the varbinary(max) form, use specific editor (such as dbForge Studio Express for SQL Server) to modify them (Fig. 2). To do this:

1. Select a table.

2. Select the necessary column of the record and click the edit button.

3. Enter the text data display mode in the data editor.

4. Add necessary data.

5. Save the changes in the data editor.

Fig. 2. Editing data via the dbForge Studio Express for SQL Server

 

The result of the base tile usage on the [Timeline] tab in the [Accounts] section is shown in fig.3

Fig. 3. – The [Timeline] tab in the [Accounts] section.

See also

 

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