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Show Timeline Updates in List

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Posted on by MattLitchfield

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Hi, is there a way to indicate in the Case list view, if there is an update to the timeline? So, I can see which records have new notes or emails without going into the record?

Thanks,

Matt

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Daivat 980 on at

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Show Timeline Updates in List

Hello Matt,

There is no OOB way to see the update from Timeline on Case view.

Possible Options

1. Adding Rollup Field on Case and pulling the max modified on value from associated activities.

2. Adding the Timeline update field on Case and update the field on different events of associated activity (as required) using workflow.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me.

Best Regards,
Daivat Vartak

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