Set up an Enhanced Timeline in Health Cloud so a configured object's records appear chronologically on the patient record. Do this in Setup, then add the component to a Lightning record page.
- Enable and create the timeline
In Setup, open the Timeline configuration tool, enable the timeline, then create a new timeline. Give it a name and choose the underlying base object that anchors the view to the patient.
- Add related objects
Add the objects you want on the track. Each must relate to the patient through the Account object. Core, Health Cloud, and custom objects all qualify when they carry a path back to the Account.
- Set categories, fields, and icons
Assign each object to a category for filtering. Pick the primary field shown as the collapsed label and the extra fields shown when an item expands. Choose an icon so the event type is recognizable at a glance.
- Define display conditions
Add conditions that control which records appear, so the timeline shows only relevant events rather than every record on the object.
- Save, preview, and activate
Save the timeline, use the preview to confirm it looks right, then activate it. Finally add the Timeline component to the Lightning record page in App Builder and activate the page.
The base object the timeline is built on, anchoring events to the patient record.
The filter group an item belongs to, surfaced through the Select All Events picklist or the Experience Cloud filter.
The single field shown as the item label when the timeline marker is collapsed.
Additional fields revealed when a user clicks to expand a timeline item.
Criteria that decide which records on an object appear on the track.
- A record only appears if its object has a relationship path back to the patient's Account. Custom objects without that link will not show.
- Confirm whether a page uses the Enhanced Timeline or the older managed-package timeline, since their Setup screens and steps differ.
- Adding the component to a Lightning record page is separate from configuring the timeline. You must also activate the page for users to see it.
- Too many categories and fields make the track noisy. Show the minimum a role needs, then expand for detail on click.