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Legacy Timeline (deprecated)

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The legacy Timeline object (described in this article) has been deprecated and removed from the application (as of AdvoLogix Spring 2017).  The legacy Timeline has been replaced by a new dynamic Timeline with improved functionality and no storage requirements. 

Timeline module to view a system log of Chatters/Notes/Tasks/Event/Content/Offers & Demands/Time entries for a Matter.  Creation of the following: Chatter, Notes, Tasks, Events, Content Creation, Offers and Demands, Time will enter a record into Timeline Object with fields, related to the associated Matter.

The assignment of date on various Timeline records we log:

  • Task: ActivityDate field i.e. DueDate
  • Event: StartDateTime field
  • Offers & Demands: Date field
  • Time: EntryDate field
  • Notes: LastModifiedDate field
  • ChatterFeed: CreatedDate field
  • Content: CreatedDate field

From a Matter

From a Matter

Select the View link on the timeline related list to see additional details on the timeline entry.

Timeline Tab

Timeline TAB
  • Select the EntryID link on the timeline list view to see additional details on the timeline entry.
  • Create custom list views to sort entries using desired filter parameters (optional).
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