What is the Event timeline module?
The Event timeline module is a prebuilt module that can be added to an Account layout. It lists the events that happened on the Account, so you can review the Account’s history and debug issues such as unexpected field values or errored Workflow runs.
The module has the heading Event timeline, followed by your browser’s time zone, for example Event timeline (PDT). Events are shown newest first and grouped by day, with a date above each day’s events.
The timeline includes these kinds of events:
- The Account being created, archived, restored, redacted, or consolidated with another Account.
- Updates to the Account’s fields, status, and tags.
- Relations added to or removed from the Account.
- Fields on the Account Type being deleted or converted.
- Workflow runs triggered by the Account being created, completed, resumed, or errored.
If the Account has no events, the module shows No events have occurred yet for this account. In the Layout Editor, the module shows a placeholder with no events.
When there are older events, click Show older at the bottom of the timeline to load them.
Search, filters, and live updates
Search, filters, and live updates are only available when the updated event timeline is enabled for your organization. Without it, the module shows the timeline above with a Show older button.
With the updated event timeline, the module also has:
- Search: A search bar labeled Search by Object ID, Field Key, Event Type.
- Filters: Click the filter button to filter events by Event type, Date range, or Object ID. If no events match, the module shows No events match your search.
- Scrolling: Older events load as you scroll down. Events kept in older storage load when you click Show older.
- Live updates: New events are added to the top of the timeline automatically while the page is open.
How do you add an Event timeline module?
This module is added and arranged on the Layout page. For a general overview of how the Layout page works, see Accounts: Layout Editor.
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Navigate to the Dashboard, and click on Accounts > Types.
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Find and click on the Account Type you want to edit, or click Create type to create a new one.
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In the Layout Editor, navigate to the Tab you want to add the module to. Click an empty space to view the Module Library.
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In the right toolbar, search for ‘Event timeline.’ The module is listed under Account Management.
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Drag and drop the Event timeline module into your layout and reposition it by dragging it around.
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Click on the Event timeline module. The module has no settings of its own. Its title cannot be changed, and it always shows every supported event on the Account. Under Module Layout, you can change:
- Dynamic height: Module will grow or shrink to fit its contents. This is on by default. With the updated event timeline, Dynamic height is turned off and can’t be changed: the module keeps the height you set in the layout and scrolls inside.
- Visibility: Dynamically control whether the module is hidden. This lets you set conditions for when the module should be displayed or hidden from view based on your requirements. You can read more about Visibility Configuration here.
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Click the Delete button if you want to remove the module from the layout.
Plans Explained
Accounts Event timeline module by plan
| Startup Program | Essential Plan | Growth Plan | Enterprise Plan | |
|---|---|---|---|---|
| Accounts Event timeline module | Available | Available | Available | Available |