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This documentation supports the 19.11 version of Remedy Smart Reporting, which is available only to BMC Helix subscribers (SaaS).
To view an earlier version, select the version from the Product version menu of the documentation at IT Service Management Suite .

Viewing your activity and posting comments on the timeline

A timeline is your personalized view of events in Remedy Smart Reporting. Events are displayed as thumbnails on the timeline. A timeline displays events such as:

  • Reports you created or viewed
  • Your favorite content such as dashboards or storyboards
  • Any post you shared with other users
  • Your connection event with other users
  • Any interaction or discussion you took part in
  • Any alerts or notifications that need your attention
Related topics

From the Yellowfin documentation:

Timeline

Timeline Events

Profile Settings

The view of your timeline feed contains the events related to you, your connections, and some major system events. You can open content such as reports and dashboards from any event.  You can also collaborate with other users by posting updates and comments, and responding to other users' comments.

You can access your timeline or another user's timeline.

You can customize your Remedy Smart Reporting user profile by applying various settings. You can keep your timeline public so that all users can view your activity, or you can make it private so that other users can access your timeline only upon request. For more information, see Changing your user profile, display, and privacy settings.

The following video (2:11) describes an overview of timelines in Remedy Smart Reporting.

 https://youtu.be/QTDbzN3C-HM

Actions you can perform with timelines

You can perform the following actions with timelines.


ActionDescriptionSteps

Access your own timeline

You can access your timeline from anywhere within Remedy Smart Reporting.

After logging in to Remedy Smart Reporting—If you set the timeline page as the Entry Page in the display preferences from your profile settings, the timeline page is the default landing page.

From other areas in Remedy Smart Reporting (such as Dashboard or Browse), perform the following steps:

    1. Click to access the navigation panel.
    2. On the top of the navigation bar, click the small arrow next to your name, and then click Timeline.

Access another user's timeline

The view you have of someone else's timeline feed depends on the following factors:

  • The security permissions the other user has applied to the timeline
  • Your connection with the other user

If the timeline is public, you can view it directly. If the timeline is private, you must first connect with the other user, and the user must approve the connection request.

  • If the other user's timeline is public:
    1. On the top menu of your timeline, click .
    2. In the Connections panel, select the user whose timeline you want to view, and click the menu on the right corner.
    3. Click View Timeline.
  • If the other user's timeline is private:
    1. Create a connection with the user.
    2. In the Connections panel, select the user whose timeline you want to view, and click the menu on the right corner.
    3. Click View Timeline.

Open timeline content

While viewing events on a timeline feed, you can directly open associated content such as reports, dashboards, and storyboards. The content opens outside of the timeline.

Click the thumbnail for the timeline content you want to open.

Filter timeline content

Instead of scrolling through the entire timeline feed, you can filter the displayed events to easily find relevant events.

On the timeline, enter a keyword in the search box, and click the search icon.

Add a post to a timeline

You can post comments or updates on the following timelines:

  • Your timeline
  • Timelines of other users with whom you are connected
  • Timelines of other users with whom you are not connected, but only if they have defined their timeline as Public in their Notification & Privacy settings.
  1. Navigate to the timeline you want to post to.
    You can post to your own timeline or another user's timeline.
  2. Click Add Post.
  3. To add a comment:
    1. Click .
    2. In the text box, type a comment.
    3. (Optional) Attach content such as report, dashboard tab, storyboard, or URL to the post.

       Content options for attaching to the post
      • Report—Click Report ; drag a report to the text box.
      • Dashboard —Click Dashboard ; drag a dashboard tab to the text box.
      • Story —Click Story ; drag a story to the text box.
      • Storyboard—Click Storyboard ; drag a storyboard to the text box.
      • Link—Click Link ; enter the URL of an external reference that is relevant to the post.
      • Discussion Stream—Click Discussion Stream ; drag a discussion stream to the text box.
    4. Click Submit.

  4. To add a task:
    a. Click .
    b. In the New Task window, select the task type.
    c. (Optional) Attach content such as report, dashboard tab, storyboard, or URL to the post.
    d. Add Assignee.
    e. Click Submit.

A new post is added to the timeline.

View a timeline post

You can view all replies added to a timeline post. The entire discussion opens in a separate panel.

Note: You can change the sort order of replies by clicking Reply Date.

View the entire discussion of a timeline post by clicking the post.

Reply to a timeline post

You can post replies to any timeline post that you are a part of and collaborate with other users. Your reply is displayed below the post. The latest reply is displayed at the top of the list.

  1. On the thumbnail for a post on the timeline, click Reply and enter your reply in the text box.
  2. (Optional) Attach content such as a report, dashboard tab, storyboard, or URL to the post.
  3. To post the reply, click .

Delete a timeline post

You can delete posts from your timeline and from other users' timelines. When you delete your post, it is removed from timelines of other users with whom you shared it.

On the thumbnail for a timeline post, click and select Delete. Confirm the deletion.

Timeline events that you and other users can see

The view you have of someone else's timeline feed depends on the following factors:

  • The security permissions the other user has applied to their timeline
  • Your connection with the other user

You can restrict another user's ability to view your timeline by selecting appropriate Notification & Privacy options when you customize your Remedy Smart Reporting user profile.

If the user whose timeline you want to view has set their timeline as private, you must request to connect with the user. The user must approve your connection request before you can view that user's timeline. You can see events that relate only to the user you are viewing, and not for any other users.

The following sections provide information about events that are displayed on a timeline feed, and what can be seen in each of the views:

Tip

In the tables that follow, (tick) indicates that an event is visible on a timeline and (error) indicates that the event is not visible.

Dashboard events

 View the dashboard events
EventYour view of your timelineSomeone else's view of your timeline
Dashboard View
 
You view a dashboard tab(tick)(tick)
Dashboard Creation  
You create a dashboard tab(tick)(tick)
Someone else creates a dashboard tab(tick)(error)
Dashboard Use  
You add a tab to your dashboard(tick)(tick)
Someone you are connected to adds a tab to their dashboard(tick)(error)
Dashboard Updates  
You update a dashboard tab(tick)(tick)
Someone updates a tab you create(tick)(error)
Someone updates a tab on your dashboard(tick)(error)
Dashboard Distribution  
You distribute a dashboard tab to a user(tick)(error)
Someone else distributes a dashboard tab to you(tick)(error)

Discussion events

 View the discussion events
EventYour view of your timelineSomeone else's view of your timeline
Discussion Creation  
You create a new discussion group(tick)(tick)
Someone creates a new discussion group(tick)(error)
Discussion Invites  
You are invited to join a discussion group(tick)(error)
You join a discussion group(tick)(tick)
Someone you are connected to joins a discussion group(tick)(error)
Someone joins a discussion group you are a member of(tick)(error)
Discussion Posts  
You posts in a discussion group(tick)(tick)
Someone posts in a discussion group you are a member of(tick)(error)

Report events

 View the report events
EventYour view of your timelineSomeone else's view of your timeline
Report View  
You view a report(tick)(tick)
Report Creation  
You create a report(tick)(tick)
Someone creates a report(tick)(error)
Report Bookmarks & Snapshots  
You create a report bookmark(tick)(tick)
You create a report snapshot(tick)(tick)
Report favorites
  
You add a report to your favorites(tick)(tick)
Someone you are connected to adds a report to their favorites(tick)(error)
Report Updates  
You update a report(tick)(tick)
Someone updates a report you created(tick)(error)
Someone updates a report you are subscribed to(tick)(error)
Report Distribution & Broadcast  
You distribute a report to a user(tick)(tick)
Someone distributes a report to you(tick)(error)
You receive a broadcast report(tick)(error)
You comment on a report(tick)(tick)
Report Comments  
Someone you are connected to comments on a report(tick)(error)
Someone comments on a report you are subscribed to the comments on(tick)(error)
Someone comments on a report you have set as a favorite(tick)(error)
Report Approval  
You request approval for a report(tick)(error)
Someone requests a report to be approved by you(tick)(error)
Your report is approved(tick)(error)
Your report is rejected(tick)(error)
You approve a report(tick)(error)
You reject a report(tick)(error)
Report in Draft  
You notify someone that a dashboard report is in draft mode(tick)(error)
Someone notifies you that a dashboard report is in draft mode(tick)(error)

Storyboard events

 View the storyboard events
EventYour view of your timelineSomeone else's view of your timeline
Storyboard View  
You view a storyboard(tick)(tick)
Storyboard Creation  
You create a new storyboard(tick)(tick)
Someone creates a new storyboard(tick)(error)
Storyboard Favorites
  
You add a storyboard to your favorites(tick)(tick)
Someone you are connected to adds a storyboard to their favorites(tick)(error)
Storyboard Updates  
You update a storyboard(tick)(tick)
Someone updates a storyboard you created(tick)(error)
Storyboard Comments  
You comment on a storyboard(tick)(tick)
Someone you are connected to comments on a storyboard(tick)(error)
Someone comments on a storyboard you are subscribed to(tick)(error)
Someone comments on a storyboard you have set as a favorite(tick)(error)
Storyboard Distribution  
You distribute a storyboard to someone(tick)(error)
Someone distributes a storyboard to you(tick)(error)

User profile events

 View the user profile events
EventYour view of your timelineSomeone else's view of your timeline
Connection Requests & Approvals  
You connect to another user(tick)(tick)
Someone connects to you(tick)(tick)
You request to connect to another user(tick)(error)
Someone requests to connect to you(tick)(error)
You accept a connection request from someone(tick)(tick)
Someone accepts a connection request from you(tick)(tick)
Connection Deletions  
You delete a connection to someone(tick)(error)
Someone deletes a connection to you(tick)(error)
Connection Rejections  
You reject a connection request from someone(tick)(error)
Someone rejects a connection request from you(tick)(error)
Timeline Posts  
You post a message to someone's timeline(tick)(tick)
Someone posts a message to your timeline(tick)(tick)
Someone you are connected to posts on their own timeline(tick)(error)
Someone you are connected to replies to a post on a timeline(tick)(error)

Miscellaneous events

 View the miscellaneous events
EventYour view of your timelineSomeone else's view of your timeline
You upload a new image(tick)(tick)
You load a new CSV file(tick)(tick)
Someone loads a new CSV file(tick)(error)
You create a new view(tick)(tick)
Someone creates a new view(tick)(error)

Where to go from here

Connecting with other users to view their activity on the timeline

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