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Associated Timeline Entries - Associated Relationships need to be discoverable on timeline object for reports/rules engine

  • 19 August 2021
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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. 

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Best answer by venkatesh 19 August 2021, 16:04

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Please refer: https://support.gainsight.com/SFDC_Edition/Timeline/Admin_Guides/Configuration_of_Associated_Records_to_Timeline#Create_Reports_on_Associated_Records

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@jlicciardello Please use Associated Records object and resolve with whatid
 

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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

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