What is it?
Throughout ITONICS Enterprise users can perform different activities, such as creating new Elements or commenting on Elements. To be able to track those activities, there is both the General Timeline to track activity history overall, and the Element Specific Timeline feature used to track (change-) activities related to a specific Element Type. Overall, on the Element Specific Timeline, value changes to an element over time are logged.
Note: In the case of the Element-Specific Timeline for a Campaign element, only the initial create action for the element is logged on the timeline (i.e. not the initial setup of phases, permissions, etc.), since the element must first be created to be able to track changes over time, while subsequent adjustments to phases, phase ordering, permissions, rating criteria, and submission field creation/deletion are logged over time.
To view the General timeline, navigate to the top navigation bar and hover over the Home button to open the navigation dropdown, a.o. listing the General Timeline.
Note that on the General Timeline, edit records include field information updates and relation actions, while creating and deleting elements, roadmap record updates, rating actions, workflow field/phase updates, archiving, commenting, saving an element as or publishing a draft, following and liking, and task phase changes are logged as separate timeline records.
To view an Element Specific Timeline navigate to an Element’s Detail Page and click on the Clock Icon in the top right half of the Detail Page. (1)
Narrow down the timeline
In order to narrow down the timeline and receive a more detailed view, you can use the Filter Section to apply one of the following options:
Quick Filter
Apply a Quick Filter to immediately filter for a predefined criterion such as Rating Activities, Workflow changes, or select from a dropdown of actions of type engagement, such as Create, Share, Comment, Like, and Follow. (2)
Date Range Filter
Define a specific time period to only filter for activities that occurred between two dates. (3)
User Search Field
Filter for activities conducted by one specific User, or select multiple Users by using the User Search Field. (3)
Identify the time between two Actions
In order to identify the time between two actions, for example, to answer the question “How long did a Project stay in a specific phase?”, you can use the quick filters and then check the time indicated on the timeline between two records
Grant access to the Element-Specific Timeline
To administer users’ access to the element-specific timelines, Application Owners need to open the Entity Configuration and navigate to the global Permission Configuration tab. Here, inside the Core Module Permissions, you can adjust the permission to View the Element Specific (Individual) Timeline pages by checking/unchecking the boxes for the different user roles.