This documentation supports the 21.05 version of BMC Helix ITSM: Smart Reporting. To view an earlier version, select the version from the Product version menu.

Viewing your activity and posting comments on the timeline

A timeline is your personalized view of events in BMC Helix ITSM: Smart Reporting(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

Timeline.png

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 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 Smart Reporting.

icon-play.png https://youtu.be/QTDbzN3C-HM

Actions you can perform with timelines

You can perform the following actions with timelines.


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 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, ✅️ indicates that an event is visible on a timeline and ❌️indicates that the event is not visible.

Dashboard events

View the dashboard events

Event

Your view of your timeline

Someone else's view of your timeline

Dashboard View


 

You view a dashboard tab

✅️

✅️

Dashboard Creation

 

 

You create a dashboard tab

✅️

✅️

Someone else creates a dashboard tab

✅️

❌️

Dashboard Use

 

 

You add a tab to your dashboard

✅️

✅️

Someone you are connected to adds a tab to their dashboard

✅️

❌️

Dashboard Updates

 

 

You update a dashboard tab

✅️

✅️

Someone updates a tab you create

✅️

❌️

Someone updates a tab on your dashboard

✅️

❌️

Dashboard Distribution

 

 

You distribute a dashboard tab to a user

✅️

❌️

Someone else distributes a dashboard tab to you

✅️

❌️

Discussion events

View the discussion events

Event

Your view of your timeline

Someone else's view of your timeline

Discussion Creation

 

 

You create a new discussion group

✅️

✅️

Someone creates a new discussion group

✅️

❌️

Discussion Invites

 

 

You are invited to join a discussion group

✅️

❌️

You join a discussion group

✅️

✅️

Someone you are connected to joins a discussion group

✅️

❌️

Someone joins a discussion group you are a member of

✅️

❌️

Discussion Posts

 

 

You posts in a discussion group

✅️

✅️

Someone posts in a discussion group you are a member of

✅️

❌️

Report events

View the report events

Event

Your view of your timeline

Someone else's view of your timeline

Report View

 

 

You view a report

✅️

✅️

Report Creation

 

 

You create a report

✅️

✅️

Someone creates a report

✅️

❌️

Report Bookmarks & Snapshots

 

 

You create a report bookmark

✅️

✅️

You create a report snapshot

✅️

✅️

Report favorites

 

 

You add a report to your favorites

✅️

✅️

Someone you are connected to adds a report to their favorites

✅️

❌️

Report Updates

 

 

You update a report

✅️

✅️

Someone updates a report you created

✅️

❌️

Someone updates a report you are subscribed to

✅️

❌️

Report Distribution & Broadcast

 

 

You distribute a report to a user

✅️

✅️

Someone distributes a report to you

✅️

❌️

You receive a broadcast report

✅️

❌️

You comment on a report

✅️

✅️

Report Comments

 

 

Someone you are connected to comments on a report

✅️

❌️

Someone comments on a report you are subscribed to the comments on

✅️

❌️

Someone comments on a report you have set as a favorite

✅️

❌️

Report Approval

 

 

You request approval for a report

✅️

❌️

Someone requests a report to be approved by you

✅️

❌️

Your report is approved

✅️

❌️

Your report is rejected

✅️

❌️

You approve a report

✅️

❌️

You reject a report

✅️

❌️

Report in Draft

 

 

You notify someone that a dashboard report is in draft mode

✅️

❌️

Someone notifies you that a dashboard report is in draft mode

✅️

❌️

Storyboard events

View the storyboard events

Event

Your view of your timeline

Someone else's view of your timeline

Storyboard View

 

 

You view a storyboard

✅️

✅️

Storyboard Creation

 

 

You create a new storyboard

✅️

✅️

Someone creates a new storyboard

✅️

❌️

Storyboard Favorites

 

 

You add a storyboard to your favorites

✅️

✅️

Someone you are connected to adds a storyboard to their favorites

✅️

❌️

Storyboard Updates

 

 

You update a storyboard

✅️

✅️

Someone updates a storyboard you created

✅️

❌️

Storyboard Comments

 

 

You comment on a storyboard

✅️

✅️

Someone you are connected to comments on a storyboard

✅️

❌️

Someone comments on a storyboard you are subscribed to

✅️

❌️

Someone comments on a storyboard you have set as a favorite

✅️

❌️

Storyboard Distribution

 

 

You distribute a storyboard to someone

✅️

❌️

Someone distributes a storyboard to you

✅️

❌️

User profile events

View the user profile events

Event

Your view of your timeline

Someone else's view of your timeline

Connection Requests & Approvals

 

 

You connect to another user

✅️

✅️

Someone connects to you

✅️

✅️

You request to connect to another user

✅️

❌️

Someone requests to connect to you

✅️

❌️

You accept a connection request from someone

✅️

✅️

Someone accepts a connection request from you

✅️

✅️

Connection Deletions

 

 

You delete a connection to someone

✅️

❌️

Someone deletes a connection to you

✅️

❌️

Connection Rejections

 

 

You reject a connection request from someone

✅️

❌️

Someone rejects a connection request from you

✅️

❌️

Timeline Posts

 

 

You post a message to someone's timeline

✅️

✅️

Someone posts a message to your timeline

✅️

✅️

Someone you are connected to posts on their own timeline

✅️

❌️

Someone you are connected to replies to a post on a timeline

✅️

❌️

Miscellaneous events

View the miscellaneous events

Event

Your view of your timeline

Someone else's view of your timeline

You upload a new image

✅️

✅️

You load a new CSV file

✅️

✅️

Someone loads a new CSV file

✅️

❌️

You create a new view

✅️

✅️

Someone creates a new view

✅️

❌️

Where to go from here

Connecting-with-other-users-to-view-their-activity-on-the-timeline

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*