| Minimum Software Version | 8.18.10 |
| Solution(s) | Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓ |
Explains how to add and configure the Timeline component in the Portal Builder, including worksheet setup, date configuration, and the portal user timeline experience.
The Timeline component presents events from a selected worksheet in a horizontal, time-based layout. It is particularly useful for illustrating procedural history or the progression of a case over time. Events are pulled from a worksheet containing date information and displayed using a predefined card design.
Filtering and sorting options allow administrators to control which events appear. Portal users can navigate backwards and forwards in time to review past and upcoming activities. The worksheet and date column are mandatory configuration requirements; without them, the Timeline component cannot be completed.
Preparing required components in the platform
Before configuring the Timeline component, ensure the following exist in the platform:
- A worksheet containing date-based entries.
- At least one card to define how events are displayed.
- (Optional) A form to display detailed event information.
Adding a Timeline component
- Open the Portal Builder.
- Add the Timeline component to the desired location on the page.
- Open the Properties tab to configure settings.
Configuring Timeline properties
Configure the following options in the Properties tab:
| Option | Description |
|---|---|
| Heading | Header text for the Timeline component (maximum 100 characters). |
| Worksheet | Required. The source worksheet for timeline data. |
| Filter | Apply filters such as date, party responsible, procedural step, status, date added, added by, date updated, or updated by. |
| Card | Required. Card layout used to display timeline events. |
| Form | Optional form view for detailed event records. |
| Date column | Required. Choose event date, date added, or date updated. Event date is recommended. |
| Primary sort field: Field | Field used for primary sorting. |
| Primary sort field: Order | Sort order: A–Z or Z–A. |
| Height | Set the display area to fit to content, at least half a page, or at least a full page. |
Example: Configure a timeline titled Procedural Timetable sorted by event date to present milestones in chronological order.
How the Timeline component appears to portal users
When viewed by portal users, the heading appears at the top of the component. The Find option allows searching events using metadata, and More enables additional filtering. The displayed time range is shown beneath the controls, and the number of events within the selected period is displayed on the right.
Portal users can:
- Select and drag left or right to scroll through the timeline.
- Review events displayed using the configured card layout.
All events shown originate from the selected worksheet and reflect the applied filters and sorting rules.
Related links
Related documentation
Opus 2 has help information accessible within the application; click the question mark and then select Documentation in the upper-right area of the platform. You can also access the documentation at: Opus 2 Support.
How to contact us
To contact us about the documentation, or if you have any other questions or issues about Opus 2 solutions, contact Opus 2 Platform Support by emailing Opus 2 Platform Support.