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Author Topic: Update timeline dates when activity date is amended??  (Read 956 times)

davidh

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Update timeline dates when activity date is amended??
October 10, 2011, 01:05:53 am
We have set up our timeline as below - my question is... whenever we complete the 'informal discussion' activity, either earlier or later than the set date, the timeline for the remaining activities does NOT change to reflect this date change - is this 'as designed' or am I missing something in the config file???

Many thanks in advance  :)

<ActivitySets>
  <ActivitySet>
   <name>standard_timeline</name>
   <label>Standard Timeline</label>
 
   <timeline>true</timeline>
   
  <ActivityTypes>
        <ActivityType>
          <name>Open Case</name>
          <status>Completed</status>
        </ActivityType>
   <ActivityType>
          <name>Informal Discussion</name>
          <reference_activity>Open Case</reference_activity>
          <reference_offset>14</reference_offset>
          <reference_select>newest</reference_select>
        </ActivityType>
        <ActivityType>
          <name>Attach Documentation</name>
          <reference_activity>Informal Discussion</reference_activity>
          <reference_offset>1</reference_offset>
          <reference_select>newest</reference_select>
        </ActivityType>
   <ActivityType>
          <name>Send Written Outcome</name>
          <reference_activity>Informal Discussion</reference_activity>
          <reference_offset>2</reference_offset>
         <reference_select>newest</reference_select>
        </ActivityType>
   <ActivityType>
          <name>Attach Written Outcome</name>
          <reference_activity>Informal Discussion</reference_activity>
          <reference_offset>2</reference_offset>
          <reference_select>newest</reference_select>
        </ActivityType>
  </ActivityTypes>

  </ActivitySet>
</ActivitySets>

Donald Lobo

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Re: Update timeline dates when activity date is amended??
October 10, 2011, 06:15:18 am

timelines are static not dynamic currently.

There has been proposals to make timelines dynamic. If your org / client can fund this project that would be great.

You can potentially do this programmatically with hooks on the activity record (and a fair amount of complex logic to figure out how much each of the other activities should move)

lobo
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demeritcowboy

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Re: Update timeline dates when activity date is amended??
October 11, 2011, 07:12:10 pm
You can also do it semi-manually with multiple timelines and add the timeline containing these dependent activities (using the add timeline button) at the appropriate time. The resulting addition will be relative to whatever you use for reference_activity.

But if you want automatic adjustment yes you'd need some additional code.

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  • Update timeline dates when activity date is amended??

This forum was archived on 2017-11-26.