Question regarding timelineActivity
Hey guys! I'm using TwentyCRM and I wanted to track the stages of opportunities progressing through time using the timelineActivity table.
However, I'm noticing that instead of creating new entries for each action I take, timelineActivity is actually updating the rows of previous activities, effectively deleting changes made by myself and my team.
What causes some activities to be created as new timelineActivity rows and some to be just updates? Is there a way to force the CRM to always create new rows so I can track the full history?
Thanks in advance
2 Replies
@Pedro Leta basically the rules are following (@Prastoin please correct me if I'm wrong):
- there are few types of timeline activities: when you modify (either create, update, delete or restore) record, when you modify linked Task or Note record, when you add linked email or calendar event
- new rows are created when activities of separate types are done (e.g. you created a linked note and after that, you updated a record) or enough time passed between activities of the same type (e.g. you updated an amount in opportunity and 25 min later, you updated its' close date)
- only activities of updating record can be joined in UI, other are either in new rows or updated
These are very basic rules as there are more details to it but should be enough
Regarding your case, if you want to have separate entries in your timelineActivity, the working case I've found is updating the same fields after 15 min (e.g. you updated amount and close date in Opportunity but you noticed an error in amount so you wait 15-16 mins and update amount, so now you have 2 separate rows) which is annoying to say the least but I don't have any other idea how to bypass the time limit
Thank you very much for your help, bob!
I understand now, timelineActivities are geared torwards that interface for the objects and not for historical logs. Sadly I do need historical logs so I'm now exporting all events via webhook to my own custom logs table. Would be interesting in the future to get a native logs solution so that I can track for example how Opportunities are progressing through stages by time, but for now this custom solution solved my problem. Thanks again!