The Emails are not visible when filtered by only Email Messages

[deepak-UNOPS]

Time Warp version 1.12

Describe the bug Emails are not visible when I checked the "Email Messages" checkbox.

To reproduce Steps to reproduce the behavior:

1. When I check the "Email Messages" checkbox then I am not able to see any Email :

2. But when I selected "Activity History", Emails are visible but along with Events, Call, etc. Activity Record :

Configuration is also Activates as per the official documentation at https://quip.com/ahFCA9VBEKtr

Expected behaviour I should show the Emails only when filtered by Email Messages only.

Desktop (please complete the following information):

• OS: Windows
• Browser: Chrome
• Version: 125.0.6422.114

[deejay-hub]

@deepak-UNOPS it's hard to look into issues without the exact steps to replicate. We are only guessing at what configuration you've done. We are guessing the following:

1. That you have turned on Advanced Email settings in Salesforce that logs emails in their own object called EmailMessage and as a Task (https://help.salesforce.com/s/articleView?id=000381944&type=1)
2. That you have added a new record to the Timeline_Configuration__mdt that asks to plot EmailMessages

Time Warp mainly plots direct relationships from a Parent to a Child object. The Account object does not have a relationship to EmailMessage - so this configuration is invalid. Contacts have a relationship to EmailMessage so assuming the record is setup correctly in the metadata you can see this object on the Contact parent record.

Since there is no relationship from Account to EmailMessage there is no way currently to rollup using the EmailMessage object.

The only support Time Warp provides for indirect relationships is for OpenActivities and ActivityHistory - which will plot Calls and Events.

[deepak-UNOPS]

No, We don't have any record like 'Contact_EmailMessages' :

[deejay-hub]

Time Warp doesn't support rolling up EmailMessage records from all contacts to a parent account.

The only support Time Warp provides for indirect relationships is for OpenActivities and ActivityHistory - which will plot Calls and Events.

Let us know if you need anything else.

[deepak-UNOPS]

Thank you for your response, can we display only Emails on the "Email Messages" checkbox filter?

[deejay-hub]

EmailMessages are not a standard option. Did you add the value yourself by adding a record to the Account metadata?

[deepak-UNOPS]

Yeah, I just checked. It is created by someone in my Team. Ok, I understood. So, We have to go with the Activity History feature filter, right?

[deejay-hub]

I don't really know your requirement so it's hard to say what you need to do.

If you need to display indirect activity on the Account (by indirect I mean tasks, emails and calls related to any Contact associated with the Account - not just those activities associated directly to the Account) then Time Warp only supports this by using the ActivityHistory and OpenActivities relationships.

If you want to plot direct relationships to the Account (basically anything you can display as a related list) then you have options to configure to meet your needs.

If you want total control with bespoke requirements you might be better off developing your own solution.

[deepak-UNOPS]

ok, Thank you