How to filter EmailMessage on the view

[mkv929]

I tried the configuration guide with the detailed steps under the section "Filtering records" but somehow it is not working for me. My requirement is to filter out all the emailmessages from support portal team with [email protected]. Is this possible to achieve? How can this be done?

Note that - The view is on Account layout. So basically Account timeline shows tasks and events not directly linked to the Account but for all the indirect (child) relationships.

Thank you for your guidance.

Br,
Manoj

[deejay-hub]

Hi @mkv929 . For us to better understand the issue here it would be best for you to share your currently active custom metadata types for the Account object. Including the inclusion_field__c.

Then share the formula you are using for the Inclusion Field. It isn't clear yet whether this is on the Activity Object or the EmailMessage Object.

[mkv929]

Hi @deejay-hub,

Thank you for your comment and looking into this. Below is the screenshot of the active custom metadata types for the Account object. Including the inclusion_field__c.

Formula that I'm using on Activity object

However, I just noticed that the item showing on the timeline is NOT emailmessage and instead the related task (grey coloured). But I do want to filter OUT these as well. But somehow, not able to do so.

Any guidance will really be appreciated.

Thank You,
Manoj

[deejay-hub]

Okay. So looks like you've asked to plot Open Activities and Activity History Only for the Account Object. Sadly Salesforce does not support applying WHERE clauses to these 2 relationship types so the inclusion field is ignored.

[deejay-hub]

Time Warp plots direct relationships to objects where there is a lookup or master detail relationship. So you can plot cases, opportunities, custom objects etc where there is a lookup or master detail relating it to the parent Account. See plot standard, custom and junction objects in the config guide (https://salesforce.quip.com/ahFCA9VBEKtr). So to see Cases on the Account then you just need to add the metadata record for that relationships.

Time Warp supports indirect relationships for the Account Object for Calls, Tasks, Events and Emails. This is configured as you have already done through OpenActivities and ActivityHistory relationships on the Account. Using this you'll see a task for a Contact related to the Account without the Task having a direct relationship to the Account.

If you want to see Cases directly related to the Parent Account then that can be done. If you want to see a Case related to a Contact (related to the Account) but not directly related with a lookup or master detail relationship then that isn't supported.

This is for performance reasons. Querying child to grandchild relationships would be expensive.

Hopefully that clarifies things.

Another (somewhat simplified) way to think about it. If you have a related list in the Object page then Time Warp can plot it. If you don't have a related list then it can't.

[mkv929]

Thank You @deejay-hub . This is clear now.

[mkv929]

@deejay-hub Hi Dave, Does Time Warp follows org's security settings (OWD)? OR it by passes?

I tried searching the details related to it but not able to find it so wanted to check with you.

Thank You,
Manoj

[deejay-hub]

@mkv929 yes OWD, sharing rules and field level security are followed.

[mkv929]

Thank You, @deejay-hub