Partially Fixed

Deleting Timeline Activities

  • 13 October 2017
  • 43 replies
  • 604 views

Userlevel 4
How do I delete a timeline activity? I can't change the type of activity once I've logged it either.

43 replies

Userlevel 7
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@nitisha_rathi - what are your thoughts on allowing an admin to edit and/or delete entries created by others?

Userlevel 7
Hi,

To give more context, we are working towards solving use-cases like -
1. making it easy to edit/ delete activities from all places (e.g. activities created from CTA should be editable/ deletable from 360).
2. giving access to few users like admin, account owner, etc. to edit all activities of the account.

We will also think more about giving the ability to change activity types.

I will keep you posted as we make more progress in this direction.

Thanks,
Nitisha
Userlevel 1
I'd like to resurface this request as I had some CSM turnover this year and it would better enable the new CSMs to be able to own the narrative. Even the CSM could request that an admin could delete the timeline activity so that the new CSM could reenter the information that would be useful.

Userlevel 5

Allowing admins to delete a timeline entry is something on our long term roadmap. Tentative ETA is end of this year/early next year.

Userlevel 4

@dan_ahrens  - would love the ability as an admin to delete entries! WE are doing a major cleanup and this is a gap. 

Userlevel 2
Agreed! This seems like it should be a basic functionality of the timeline activities because there will undoubtedly be situations where a CSM needs to edit the type of activity or delete it if they posted to the wrong account or something. 

Is this being considered? 
Userlevel 5
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What was the outcome of enabling an Admin to delete a timeline entry?  We create Milestones through rules (so they get the creator ID of the system Administrator) and some were created in error and we need to delete them.  How would I do that?

Userlevel 3
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+1 from me. Admins should be able to delete timelines by others users either because there were testing and don’t clean up their own mess or because they leave and there were data quality issues.

Userlevel 7
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I’ve updated the status to partially fixed as the original request actually had two use cases: 
1) ability to change the activity type
2) ability for admins to delete timeline activities created by others

1 has been delivered but 2 is still outstanding. 

Userlevel 7
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Hi Manmeet, You can delete any Activity created by you, you cannot delete the Activities created by others. Please let us know if you still face any issue in deleting your own Activities .
Userlevel 7
Badge +2
Look forward to more updates on this.  People make mistakes and we need a way to help resolve them when brought to Ops attention.
Userlevel 7
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Agree!

Userlevel 2
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+1 for allowing admins to delete timeline activities created by others. I’ve had several instances where newly-onboarded members of the team were logging duplicate activities for emails (because they used the plugin as well) and I’m having to manually tag each one. It’s painful for me, and painful for the users.

Userlevel 6
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As an admin I would expect to be able to delete all entries regardless of who created them, first of all what if that user leaves and there is a need to delete some timeline entries, but secondly what about system-admin created entries? We have a load of milestones that have been dropped on accounts incorrectly by a rule that was set-up with the wrong filters and now I can’t delete them. 

Userlevel 6
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Hello Everyone!

Happy to announce that your request has been considered and included as part of the v6.18 release (SFDC / NXT). With this release, the Activity configuration window includes an Activity Type field. This allows users to change the Activity Type after the activity is created without having to delete the record and lose their progress.

This feature is implemented in both SFDC & NXT versions.

Thanks for posting!

Userlevel 6
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I'm a bit surprised that this feature idea has been standing for such a long time. I would assume that at least admins are able to delete timeline entries. I am facing the problem today, so looking forward to the solution coming up...

Userlevel 7
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+1 We're getting requests to also be able to change the activity type once created.
Userlevel 7
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What I'm hearing is that I accidentally logged an activity as Update, but I actually should have logged it as Meeting.  Once I've logged it, I can edit it, but I can't edit the type of activity that it was originally created as.  So, I can't change it from Update to Meeting.
Userlevel 3
We can not delete CTA on deletion of Activity because CTA can contain tasks which are not created from Activity.
Activity is not deleted on CTA deletion because Activity has already happened and user might be interested to see in Timeline irrespective of CTA deleted or present.
Userlevel 7
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Another use case:
I just tested a new Email Assist template, which pushed the email to that Account's Timeline. I can't delete it.
Userlevel 7
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Correction: I deleted the CTA, and the activity disappeared.
Userlevel 7

Ability to change the activity type by CSMs as well as ability to make mass update/ delete by admins is planned in the short term. Tentatively, end of Q2.

Userlevel 7
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@Chirag you’ll want to follow this thread. :)

Userlevel 6
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Great news @nitisha_rathi - just checking is the work on track for end of Q2 still?

Userlevel 7

@nitisha_rathi - what are your thoughts on allowing an admin to edit and/or delete entries created by others?
 

It is needed and is on our roadmap. We may get to it by Q3 or Q4 this year.

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