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deejay-hub / timeline-lwc

:octocat: An interactive timeline for the Salesforce platform.
https://dave-norris.medium.com/
MIT License
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Custom object added in Timeline configuration metadata with Parent as Account not showing records for PersonAccount #243

Closed meerajoysf closed 1 year ago

meerajoysf commented 1 year ago

Time Warp version 1.11 Describe the bug We added a custom object (Will and Preferences) to the Timeline Configuration metadata and it is active. Parent Object is Account. Followed everything as per the configuration guide. In the UI, we have navigated to a Person Account record (record type of Account). Even though it has child records for Will and Preferences, it is not showing up in the timeline. Please note, it shows records when we navigate to a Organization account

To reproduce

  1. Create a custom metadata record under Timeline configuration as per the guide with Parent Object as Account
  2. Return to the PersonAccount record where timeline component is added.
  3. Scroll through the timeline component and provide the required time range. The child records for Will & Preferences not listed.

Expected behaviour The child records for Will & Preferences should be listed for all record types of Account

Screenshots

Screenshot 2023-04-07 at 9 13 14 AM Screenshot 2023-04-07 at 9 14 01 AM

Desktop (please complete the following information):

Additional context Add any other context about the problem here.

github-actions[bot] commented 1 year ago

Hello @meerajoysf , thank you for submitting an issue we appreciate your time. We will take a look and give you an update as soon as we can. We aim for a 72 hour response time.

deejay-hub commented 1 year ago

Hi @meerajoysf. When you're on a Person Account record Time Warp looks for records in the Timeline_Configuration__mdt where the Parent Object field has a value for PersonAccount. This allows you to plot the same OR different child records for Business vs Person Accounts.

So you'll need to duplicate the metadata record above and set the Parent Object to PersonAccount to get the same records plotted for the Person Account AND Business Account.

Let us know if that makes sense.

image

If you look for existing records you'll see some for existing configurations (like Task, Event etc) which is why you see some child records in the filter by default. Feel free to activate/inactivate them if you need them.

meerajoysf commented 1 year ago

Thank @deejay-hub for the response. Yes, it works with PersonAccount as Parent.