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Recommendation for PCF/Something to Display Timeline of Statuses for a Contact Record

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Posted on by Lucas H

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We have a number of different statuses that our contacts progress through within our marketing funnel, some of which overlap with each other.

I've already created an "Engagement History" table that records changes in these statuses. However, a grid is not a very good way to represent this information to the user.

What I'd love is someway to display these statuses as blocks of time, stacked on top of each other when overlapping.

However, I'd love any recommendation for displaying a table like this in an understandable way! TIA!

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Pradeep Rai 5,490 Super User 2024 Season 2 on at

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RE: Recommendation for PCF/Something to Display Timeline of Statuses for a Contact Record

Hi,

You can use below pcf controls to get an idea about design.

1. Status Reason Kanban
https://pcf.gallery/status-reason-kanban/

2. Contact Cards

https://pcf.gallery/contact-cards/

if you combine both design then we will have Kanban design + Contact Cards as follows:

Reference taken from below link for more control refer the same
https://pcf.gallery/

Thanks,
Pradeep.

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