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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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Activities Only Display on the Primary Person Account's Timeline #302

Open kbell2uw opened 2 months ago

kbell2uw commented 2 months ago

Time Warp version 1.14

Describe the bug Tasks and Events only display on the Timeline of the first person account listed on the activity. I tried following the instructions in the Knowledge Base article (https://quip.com/6yvoAcBukqZB) in the allow multiple contacts to an activity section, but I'm still seeing the same behavior - which might have to do with the fact that we're using Person Accounts, not just regular Accounts and Contacts? I've also tried modifying that KB article's instructions for my situation by inactivating the Person_Events_Account and Person_Events_Task configurations and activating Person_EventRelations, but then all events disappeared from my person account's timeline.

To reproduce Steps to reproduce the behavior:

  1. Go to Setup - Custom Code - Custom Metadata Types - Manage Records next to Timeline Configuration.
  2. Find the Contact records corresponding to Events and Tasks and set the Active field to false and click ‘Save’.
  3. Now you can search for the records associated to the TaskRelations and EventRelations objects. Find both records and click the ‘Active’ field then Save.
  4. Refresh your Person Account page for a person who is listed as an attendee on an Event, but not the first person listed.
  5. The event still doesn't display on their timeline, but it continues to display the Event on the first person listed's timeline.
  6. Go back to the Timeline Configuration screen and inactivate Person_Events_Contact and Person_Events_Account. Then, activate Person_EventRelations.
  7. Refresh the Person Account page - now no events are displayed on the timeline, even for the first person listed on the Event.

Expected behaviour Show Events on the timeline of all person accounts who are listed in the Name field, not just the first person account listed.

Screenshots If I follow the steps above and then inactivate Person_Events_Contact and Person_Events_Account, and activate Person_EventRelations (See below), then NO events show up on the Person Account's timeline anymore (not even for the first person listed in the Name field on the Event). PersonAccountEventRelations

Desktop (please complete the following information):

Additional context Our organization uses Person Accounts, as well as standard Accounts and Contacts, and we need the Timeline functionality for all three.

deejay-hub commented 1 month ago

Person Accounts with Multiple Contacts to an Activity enabled.

For events there is a bug in the metadata setup. It should be.

image

A similar issue exists for Tasks but requires a code change to completely fix the issue. We'll fix the code base in the next 2 weeks and will include in the next AppExchange release planned for Feb '25.

kbell2uw commented 1 month ago

Thank you so much! That screenshot resolved our issue for Events, and we'll look forward to the upcoming fix for Tasks. Appreciate it!