View Events Using Enhanced Timeline in Health Cloud

How Enhanced Timeline Works in Health Cloud

A timeline lets users see data from objects as a sequence of events happening over time. You determine what information shows on the timeline by choosing the base (or primary) object and the related objects. You can use standard objects or custom objects.

A user’s profile permissions determine access to timelines. You can assign a user multiple timeline configurations.

Before you start configuring a timeline, identify your requirements. At a minimum, decide which objects are required for the timeline and the information you want it to show.

Set Up a Enhanced Timeline in Health Cloud

Configure interactive timelines that provide access to information about patients.

1. From Setup, in the Quick Find box, enter Timeline, and then select Timeline.
2. Turn on Timeline Configuration.
   

   Note Enabling Timeline is a one-time task. After you enable Timeline in your org, you can’t disable it.
3. Click New Timeline.
   1. Enter a name for the timeline.
   2. Enter an API name for the timeline, or accept the name that's automatically generated.
   3. Select an object that serves as the basis for the timeline.
      You can base your timeline on any Salesforce object (standard or custom). You can add related objects to the timeline later.
      

      Note If you use a custom object on your timeline, ensure that it displays correctly by making sure it has a custom tab. See Create a Custom Object Tab for more information.
   4. Click Save.
4. On the Global Settings page, turn Show Age on to show how old a record of the base or primary object was when an event occurred, along with the date of the event.
5. If you chose to show age along with the timestamp, choose the field to use for calculating age.

   To show the age of the patient, select the Birthdate field.

6. Click Next.
7. On the Timeline Related Objects page, click Add Related Object.
   1. Select a related object (standard or custom) that contains information you want to display on the timeline.
      You can add up to five related objects per base object. If an object has record types, you can select up to three record types by default. Contact Salesforce Support if you want to increase the record type limit to five.
      A related object for a Timeline anchor object must have a direct lookup to the anchor object.
   2. Select the field that associates the related object with the base timeline object, then click Next.
      If a related object has only one lookup to the base object, then the field is auto-selected and can’t be changed.

      

      Note Enhanced Timeline doesn't support encrypted fields. Make sure any field you choose isn’t encrypted.
   3. Add conditions for showing records on the timeline. You can add conditions only for indexed fields. Then click Next.
      For example, you can show tasks that aren’t canceled or deferred.
      
   4. Select the Title, Subtitle, Timestamp, and Summary Field fields for the timeline events, and select whether to let users create records from the timeline. Then click Next.
      Every event on a timeline has a title, an optional subtitle, a timestamp, and an optional summary, which are sourced from fields in the related object.

      Title

      You can use something like a Subject field.

      Subtitle

      You can use something like a Description field.

      Timestamp

      Select a field that’s likely to have a value. You can only use fields that are indexed, such as Created Date. See Indexes for information on how to create custom indexes on other fields. The timestamp appears alongside the event on the timeline. Events without a timestamp don’t appear on the timeline.

      Summary Field

      Select a field that contains the summary that you want to show on Timeline. You can select only the string, text, and text area fields. Users, for example contact center agents, can read the summary to get a quick overview of an event and provide personalized support to customers. To see the Summary Field field, see Enable Summary. If you don't select a field, the summary card doesn't appear on Timeline.

      If you select Let users create records from timeline, users with the required permissions can click New to create a record directly from the timeline.
   5. Select the fields and related lists that you want to show on the timeline, and then click Add.
      The selected Summary Field field isn't available for selection on the Fields tab.
      If a selected field isn't visible on the page layout of the object it belongs to, it will not appear on the Timeline.
      

      Note The Timeline configuration doesn't support derived fields. A derived field in Salesforce is a simple field whose value is derived from the value of one or more fields on the same object.
8. To save the timeline and make it available for use, click Activate.
   

   Note To update the timeline configuration, deactivate the timeline, make your updates, and then activate the timeline again. For example, if you enable the Translation Workbench in your org, and you change the language for a user, you must deactivate and reactivate any existing timeline configurations to reflect the translations in the timeline for the user.
9. Preview the timeline you’ve configured by selecting a base object record in the View Timeline On field.

Add Enhanced Timeline to a Record Page

To let your Health Cloud users see the Timeline and its data, add it to a Lightning record page.

1. Go to the record page of the object on which you created a timeline.
2. Select the gear icon on the top-right corner of the page and then click Edit Page.
3. Drag the Timeline component to the editable content area.
4. To select the timeline configurations you want to make available to users, click Select in the component properties panel.
   Only active timeline configurations are available for selection.
5. In the Timeline window, select the required configurations and then click OK.
   You can select up to 5 timeline configurations.
6. Save and activate your changes.

Add Enhanced Timeline to Your Experience Cloud Site

To let people use Timeline without logging in to Health Cloud, add it to your Experience Cloud site.

1. From Setup, in the Quick Find box, enter All Sites and select All Sites.
2. Click Builder for the site in which you want to add Enhanced Timeline.
   You can add Enhanced Timeline to only those sites that support record detail pages.
3. Select the required record page from the Home menu.
4. Drag the Timeline component from the Components menu to the relevant content area.
5. In the Timeline properties panel, click Select….
6. In the Timeline window, select the required configurations and then click OK.
   You can select up to five configurations.
7. Publish your changes.