When associating “related” objects (company or relationship) on the associated timeline entry, these are not discoverable on the timeline object in report builder nor in the rules engine.
Best answer by venkatesh
View originalAssociated Timeline Entries - Associated Relationships need to be discoverable on timeline object for reports/rules engine
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Ah thanks for the pointer. This solves it.
I questioned how to do this too and would like to point out that the documentation for associated records DOES NOT show or explain how to resolve. It would be very helpful if this was outlined or shown in the video on this page https://support.gainsight.com/Gainsight_NXT/Timeline/02Admin_Guides/Configure_Associated_Records_to_Timeline#Create_Reports_on_Associated_Records.
It took me finding this post and then a few minutes of clicking around trying to figure out how to get that resolve screen to understand that I needed to click on the little venn diagram icon
We are trying to create a report that pulls the following data:
Milestone timeline entries added at the Company level with a Milestone Meeting Type = District Business Review. BUT...if that milestone timeline entry has an Associated Record to the Relationship accounts, we want the report to show the C360 milestone entry, and then the R360 milestone entry. Since the timeline entry is associated to the relationship we want to report on that but currently when we do that the report doesn’t show the relationship name
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