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:
| Name | Enter a name of a new timeline view. |
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| Notes | TheNotes 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 to select an icon for a view. You have a choice of 900+ icons covering various subjects – actions, brands, file types, symbols, animals and a lot more. The Search box above will help you to narrow down the list of choices. |
| 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. |
| Filter | The Matching section is intended to set the filter criteria for the records that will be displayed in the view. |
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| Grouping | In the Grouping section specify the rules according to which displayed records will be grouped. The columns that you specify in this section will be included into the timeline view. |
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| Sorting | The Sorting section is intended to set the sorting order for the records in this view. |
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| Labels | From the Labels drop-down list select what label will identify records that will be included into the timeline table. |
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| Progress Column | From the Progress Column 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 Start Column lists select options that should be considered staring points of the record timeline. |
| End Column | From the End Column lists select options that should be considered ending points of the record timeline. |
| Start Date | With the help of the Start Date list set limitations for the period that will be displayed in the view (select Automatic if you do not want to limit the timeline period). |
| End Date | With the help of the End Date list set limitations for the period that will be displayed in the view (select Automatic if you do not want to limit the timeline period). |
The Advanced options section is intended to specify additional options:
| Allowed actions | From the Allowed actions list select what actions will be applicable to the timeline view records and the corresponding New, View, Edit or Delete buttons will be displayed in this timeline view. If you plan to delete many records at a time, use the Mass Delete option. 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. |
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| 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 Enable calendar feed 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 the Help text property is filled in, a view page displays small dropdown titled Help just under the tab bar. On user’s click it extends toward the bottom displaying the text you’ve typed. |
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When finished, click Save to create a new view; click Cancel to discard changes.