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Published Body
Timeline is a Lightning Component that replaces the standard Case Comment related list. It provides agents with improvements to the user experience, increasing overall efficiency and promoting adoption.
Primary Features:
- Separate buttons for public and private case responses.
- Preview of files/attachments that were added at the same time as the case comment.
- File Viewer with text extraction.
- Filtering of public and private case comments, as well as status/ownership changes and draft comments.
- Type-ahead keyword search in existing case comments.
- Easy view of emails associated with case comments, both plain text and HTML versions.
- Switch responses from public to private, or vice versa.
- Count of total case comments currently on the case.
- Chatter picture of the user or contact who added the case comment.
- Ability to view existing draft comments.
Requirements:
- Must be in Lightning Experience
- MyDomain must be deployed
- Must be on Version 6 or newer of Email to Case Premium
Vicasso strongly advises against adding Timeline to sidebars and narrow regions of a Case Record Page where visibility of content and related files is limited, such as the 'Three Regions' template. Timeline displays best in the main and wide regions.
Steps to Configure:
- Within Lightning Experience, navigate to the top right corner of your page and click the Setup gear.
- Using the Quick Find in the top left corner, navigate to Platform Tools | User Interface | Lightning App Builder.
- Click Edit next to your existing Lightning Page for Cases.
- If you do not have an existing one, click New and select Record Page.
- Next, provide a label such as "Cases" and select the Case object.
- Lastly, select a Page Template and click Finish.
- From the Lightning Components column on the left-hand side, scroll down to "Custom" and locate the "Timeline" component.
- Drag & drop this component to the desired area on your page layout.
- Set desired preferences for buttons and filters on the right-hand side of your screen, and click Save.
- It is recommended that the Timeline component be placed within a "Tabs" component as depicted below.
Additional Notes:
- Users need the "Edit Case Comments" system permission to be able to change comments from Public to Private or vice-versa after they've been originally sent.