Make a timeline visible to a selected user

Create a custom module within an application and defining the roles that can access it, to make selected timelines available to users.

About this task

To permit these users to update task records directly from the timeline, configure the timeline to enable span dragging.

Note: Timelines delivered by a custom module are not entirely dynamic. The left pane, summary pane, auto-refresh feature, and the grid lines are not dynamic, and do not reflect updates to the timeline record after creating the module link. However, the data represented by the spans, labels, and tooltips display all updates in the custom module.

To create a timeline page module:

Procedure

1. Click the Edit application icon on an application (such as Incident) in the navigation pane.

2. In the application Modules related list, click New.

3. Configure the Module form to add the Timeline page field.

4. Fill in the form as described in the table and click Submit.

   The Module form provides the following fields.

   Field	Description
   Title	Name of the module as it appears in the navigation pane. For example, you might use Planning Timeline.
   Order	Number to determine the sequence in which this condition should be evaluated if more than one matching condition exists. Conditions with a lower order are evaluated first.
   Application	Application for the new module.
   Hint	Brief description of the module that appears when the user places the cursor over the module name. For example, you might enter Weekly view of high priority changes.
   Active	Check box that enables the module for the defined roles. Clear this check box to disable the module for all users.
   Image	Icon that should appear with the module name.
   Link type	Select Timeline Page. When you select this link, the Timeline Page field appears.
   Timeline Page	Timeline page you want to appear in this module. For example, for the Change application select a change-related timeline, for the Incident application select an incident-related timeline.
   Roles	Roles that can access this module.
   Override application menu roles	Check box that indicates that this module should appear when the user has the specified roles. Otherwise, the user must have the roles specified by both the application menu and the module.

Parent Topic:Timeline pages