How do I plot Work Orders related to an Account? #247
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I am having an issue showing related Work Orders at the Account level when placing the Timeline. How do I map those to have them reflect? |
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Replies: 1 comment 3 replies
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For further reading head to the Configuration Guide and FAQs. These docs help you understand how you can add custom objects, junction objects and other areas of customisation. Time Warp uses a custom metadata setting to decide which child objects to plot. Step 1: Head to Setup -> Custom Metadata Types Step 2: Click on the "Manage Records" action on the Custom Metadata Type called "Timeline Configuration" Step 3: Make sure the default view is updated to show "All Configurations" Step 4: Locate the Label for Account_WorkOrders and click Edit. Step 5: Change the Active flag from false to true then click Save Note that this will plot the Work Orders based on the date in the StartDate field of the Work Order record using the standard realtionship between Accounts and Work Orders. Make sure the records have a value for StartDate on the records you want to plot. You can change the date used to plot the record by updating the "Position Date Field" in Step 5. To show a different text that appears next to the Icon update the "Detail Field". To change the fields in the hover then update the compact layout. If you're using Person Accounts then you will have to also activate the following settings. This will show WorkOrders for a Person Account if they are in the AccountId of ContactId fields on the Work Order. |
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Glorious tool you have created here, sir. Thank you very very much for the help. It is SO hard to find help with Salesforce without having to shell out thousands of dollars.
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UPDATE: I created a related lookup field on the Work Order that displays the worktype.name in the field. |
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Glad you got it working. Creating a field will work also....just for completeness you would also be able to specify the lookup in the Detail Field as follows. That saves you creating a new field. |
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For further reading head to the Configuration Guide and FAQs. These docs help you understand how you can add custom objects, junction objects and other areas of customisation.
Time Warp uses a custom metadata setting to decide which child objects to plot.
Step 1: Head to Setup -> Custom Metadata Types
Step 2: Click on the "Manage Records" action on the Custom Metadata Type called "Timeline Configuration"
Step 3: Make sure the default view is updated to show "All Configurations"
Step 4: Locate the Label for Account_WorkOrders and click Edit.
Step 5: Change the Active flag from false to true then click Save
Note that this will plot the Work Orders based on the date in the StartDate fie…