Timeline

The Timeline view allows you to characterize records from the chronological side (for example, use the timeline view to show task duration). To create a timeline view, select the Timeline option from the list of view types and click Next. The system will display the Timeline View form comprising the following sections:

General Properties

Name

Enter a name of a new timeline view.

Notes

This field can hold any developer’s comments that need to be kept for this view. The comments will be visible in the Setup mode only.

Show In Menu

Leave this option checked if the view should be displayed in the menu.

Category

Enter a category name if you want to group view under a category.

Highlight Color

Select a color to highlight this view in the list displayed in the menu.

Icon

This option allows you to select an icon for a view. You have a choice of 900+ icons covering various subjects – actions, brands, file types, symbols, animals, and more. The Search box above will help you narrow down the list of choices.

In the User mode, the icon will appear to the left of the view name listed in the left menu of the table.

Access

If you want to restrict access to the view for your users basing on their roles, select the Restrict access right by role checkbox and choose what roles will have access to this particular view.

Matching Properties

Filter

The Matching section is intended to set the filter criteria for the records that will be displayed in the view.

• All records: select if you want to include all records in the view;
• Only records that meet certain criteria: select if you want to filter records according to certain criteria. With the help of drop-down lists below create the rules according to which records will be filtered;
• Custom formula: select if you want to enter a custom formula and add the formula to the expanded field.

Grouping Properties

Grouping

In this section specify how the displayed records should be grouped.

• No grouping: select if you do not want to group records at all;
• Custom grouping: select if you want to set specific grouping rules and sorting order, and use the expanded drop-down lists to specify grouping criteria and order.

The columns that you specify in this section will be included in the timeline view.

Sorting Properties

Sorting

This section is intended to set the sorting order for the records in this view.

• Default sorting: select if you want to sort records by default settings. Moreover, there is the Edit Default Sorting button allowing you to change the sorting of the Default View.
• Custom sorting: select if you want to set a specific sorting order. Use the expanded drop-down lists to define sorting criteria and order.

Timeline Properties

Labels

From the drop-down list select what label will identify records that will be included in the timeline table.

Progress Column

From the list select a value that will show the completion degree (this value will be represented as a black progress bar on the timeline view). This drop-down list contains only numeric-percent columns.

Start Column

From the list select the column that should be considered a starting point of the record timeline.

End Column

From the list select the column that should be considered an ending point of the record timeline.

Start Date

With the help of this list set limitations for the period that will be displayed in the view:

• Automatic (select this option if you do not want to limit the timeline period);
• Current Month;
• Next Month;
• Previous Month;
• Specific Date.

End Date

With the help of the End Date list set limitations for the period that will be displayed in the view:

• Automatic (select this option if you do not want to limit the timeline period);
• Current Month;
• Next Month;
• Previous Month;
• Specific Date.

Advanced Options

The Advanced options section is intended to specify additional options:

Allowed actions

From the list, select what actions will be applicable to the records, and the corresponding buttons will be displayed in this view:

• New;
• Edit;
• View;
• Delete;
• Mass Delete: Use this option if you plan to delete many records at a time. As with other mass-actions, when the Mass Delete is checked, TeamDesk renders the Delete button in a view’s header and checkboxes to mark the records.

Row Colorization

If you want to highlight certain rows, select the Row Colorization check box and enter the formula into the expanded field. The details are expounded in the View Colorization item.

Enable calendar feed

Check the checkbox, to feed data of a timeline view to your favorite calendar database (for example to MS Outlook). When this option is checked, the Clock icon is displayed beside the view name. By clicking the icon you can download the content of the view in iCalendar format for further import into your favorite calendar database. Alternatively, you can copy the link and subscribe your calendar database to the live feed, if supported.

Enable Embedding

This option allows you to copy/paste simple HTML snippet to embed a view on your website page. More details are described here Embedding Option for Views

Help

When this text property is filled in, a view page displays a small dropdown titled Help just under the tab bar. On user’s click, it extends toward the bottom displaying the text you’ve typed.

When finished, click Save to create a new view; click Cancel to discard changes.