Release: Hazel and above.
This widget is used to keep track of all the different activities performed for a specific source record. You best know it as the Activity Timeline from the Rolodex View and Detail Page of the out-of-the-box apps. It tracks emails, phone calls, completed tasks, notes, mentions, among others, in chronological order.
You will be able to expand and see the related record card. This very useful widget includes actions to filter, refresh and expand/collapse all event log cards.
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Configuration |
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Title |
The name of the specific Widget. It will show up on the detail page. |
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Source App |
Select the desired app from the list. |
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Source Record |
* Leave empty if the configuration in From Context* field is set to 'Yes'. It will automatically take in the Context record to display the information. If Context is set to 'No', then you will need to select from the App's available records. |
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Apps |
If left empty, the widget will include all the Related Lists available for the Source App selected. However, you can limit them by selecting one or more apps. |
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From Context* |
Yes - Updates the information displayed if the record is changed in the Context configuration. No - It won't change the information displayed if a record is selected under the Context configuration. |