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UCI Timeline shows unrelated items

Posted on by 35

On our account's timeline in the UCI, a custom activity entity has been added. This shows account-related information, but not all items on the timelines are related to the account the user is viewing. Is there any way to force the timeline to load only related items (as you can with a subgrid), or is something wrong with the custom entity's configuration for this to happen?

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  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: UCI Timeline shows unrelated items

    By going to account form editor, you can select what 'Activity types' you want to show on account timeline

  • Roland Pot Profile Picture
    Roland Pot 35 on at
    RE: UCI Timeline shows unrelated items

    As the results on the timeline were inaccurate, I was asked to remove those specific items from the timelines. I can add them back for trouble shooting, but not during working hours, so I'll try to do that tonight or maybe early tomorrow morning before my coworkers start.

  • Suggested answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,613 on at
    RE: UCI Timeline shows unrelated items

    Sounds unbelievable. Timeline has to show all the activity records which has the Account (or any Activity enabled entity) chosen as Regarding field.

    If you see otherwise then either a platform bug or you have Rollup view enabled for Account/Contacts activities.

    Can you confirm the activities regarding field is somehow related to that Account. Share the screenshot too.

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