Add more filters and search to timeline

  • 7
  • Idea
  • Updated 4 months ago
  • Under Consideration
Now that we're starting to have more activities recorded in timeline there are a few filter/search use cases that would make finding information easier:

  • Ability to filter by date - this could be helpful when looking for information within a specific timeframe 
  • Ability to search/filter by activity creator - this is useful when looking for entries only created by the previous CSM or only created by a specific contributor
  • Ability to search for internal or external attendees - this is helpful when trying to determine which meetings a specific person attended or how often that person was involved in an interaction
These additional search/filter options would help as the current text search appears to only operate on the title of the activity and the text of the activity entry. 
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Dan Ahrens, Gainster (employee)

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Posted 9 months ago

  • 7
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Marcelo, Champion

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Dan, in addition to those use cases, it would be awesome if we could also do search on the Notes section. Sometimes we need to search for specific keywords (like product or patch) and this would come in handy.

Thanks!

Marcelo
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Dan Ahrens, Gainster (employee)

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Hi Marcelo - do you perhaps mean searching the ancillary fields that can be added to a Timeline activity type?

The search box today does allow searching of the Notes text section. 
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Marcelo, Champion

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Sorry Dan... you are right, I meant to state ancillary fields. Good catch...
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Jen Pakravan, Champion

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are the checkboxes you can add to activity types examples of "ancillary fields"?
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Sai Ram Pulluri, Official Rep

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Hi, Capability to Search and add Advance Filters and save them as Views will be available in short term .Thanks for posting