Record Timeline by ForeignKey
Display records linked to the current record through a ForeignKey or ForeignKeys column in an interactive timeline format for time-sensitive tracking
Overview
The "Record Timeline by ForeignKey" widget displays records linked to the current record through a ForeignKey or ForeignKeys column in a chronological timeline interface. This specialized visualization is ideal for tracking time-sensitive activities and events, providing a clear temporal view of related records. The timeline format makes it especially valuable for monitoring customer engagements, chain of custody documentation, audit trails, and any workflow where the sequence and timing of events are critical to understanding the full context.
Use Cases
Customer Engagement Tracking - Visualize all interactions with a customer account chronologically, including calls, emails, meetings, and support tickets to understand the complete customer journey
Chain of Custody Documentation - Track the movement and handling of samples, evidence, or materials through time, maintaining regulatory compliance and audit readiness
Project Milestone Tracking - Monitor project-related activities and deliverables in temporal sequence to identify delays and maintain project momentum
Quality Control Events - Track quality checks, deviations, and corrective actions in temporal sequence for compliance reporting
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Interface
Read-only View
The timeline interface presents records as chronologically ordered entries along a vertical timeline, with each record represented as a card containing key information. The display automatically organizes records by their timestamp, with the most recent entries appearing at the top by default.
Key features of the read-only view include:
Chronological Organization - Records automatically arranged by date/time with clear visual markers
Customizable Column Display - Display any column data from the linked records as specified in the configuration settings
Inline Data Editing - Edit column values directly on timeline cards when edit permissions are enabled
Days Between Records - Automatically calculate and display the number of days elapsed between consecutive timeline entries
Edit View
The edit view provides a form interface to configure how timeline data is displayed and what information appears on timeline cards. See the Configuration section below for detailed settings and customization options.
Configuration
Configure the timeline widget to display the appropriate linked records and customize the temporal visualization.
Source Data Settings
Configure the source data settings for the records to be displayed.
Table (Required) - Select a table that has columns referred to this record as the value of the supported widgets. To display records in order, please ensure to update the ordering settings of the table.
Column Referenced (Required) - The column with supported widgets that referenced to this record.
Query - Further refine the displayed records by adding supplementary query criteria.
Timeline View Settings
Configure the settings for the timeline view.
Date Column - Select the date column to be used for the timeline. It needs to be of type Date or Appointment.
Fields to display - Fields of the table to display.
Add Button Settings
Customize the settings for the add button, including the options for adding new records.
Fields to Copy - Select the fields that you want to copy from the current record. Default to projects.
AI Assistant Settings
Configure the AI assistant to help you extract and fill data.
GPT - Select the GPT to use for data extraction.
Custom GPT - Optionally select a custom GPT to override the default one for this extraction. Ask your admin to create one if needed.
Model - Choose the AI model for data extraction. If not specified, the default model in the GPT configuration will be used.
Should Use Section Description as Conversation History - If enabled, the section description will be included as part of the conversation history to provide context for data extraction. To minimize the cost, it is recommend to set the max history of the GPT to 0, and only use the section description as context.
Action Buttons - Configure action buttons to perform actions based on the AI response.
Timeline performance may be impacted when displaying hundreds of records. Consider using query filters to limit the time range or record count for optimal performance.
Additional Functions
The additional functions available for this widget are the same as those described in the Record List by ForeignKey documentation, including adding records, updating entries, switching views, reloading data, and executing workflows.
Related Widgets
Record List by ForeignKey - Displays the same linked records in a traditional list format rather than timeline view; use when chronological order is not the primary concern
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