Create a Timeline Visualization view

The Timeline Visualization view determines which record details appear in the pop-up summary window when a user clicks a panel.

About this task

You can create one Timeline Visualization view per table. For example, if your view shows incident records, you can create a view on the Incident table to show only certain information, such as the incident number, priority, and short description.

If no Timeline Visualization view exists, all panels use the default view that shows all the fields that currently appear on the default view of the form for that table. After you create a Timeline Visualization view for a table, all panels then use that view.

For example, to create a Timeline Visualization view using the Incident form:

Procedure

  1. Navigate to Incident > All.
  2. Open an incident.
  3. Right-click the form header and select Configure > Form Layout.
  4. Under Form view and section, go to the View name field and select New.
  5. Enter timeline visualization in the View name field.
  6. Click Ok to create the timeline visualization view.
  7. Add fields to or remove items from the timeline visualization view using the Available and Selected columns.
  8. Click Save.