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Set up CSM Configurable Workspace › CSM Configurable Workspace › Organize agent workspaces › Configure › Customer Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Enable the Timeline component to refresh

Enable the Timeline component to refresh when a record has new activities.

Before you begin

Role required: admin

Procedure

  1. Open a page variant in UI Builder.

  2. Select Record Watcher 1 in the Data and scripts section in the left column.

    This opens the Record Watcher 1 pop-up window.

  3. Select the Events tab.

  4. In the Message received section, select Add handler.

  5. In the Choose a handler field, select Refresh Task Activity Timeline.

  6. Select Continue and then select Add.

  7. Close the Record Watcher 1 pop-up window.