Additional Content Blocks for the Timeline: Overview of Methods

Additional content blocks are customizable interface elements in the CRM timeline entry that the application adds alongside the main content of the entry.

These additional blocks are necessary when the standard entry view is insufficient, and there is a need to display application data directly within the CRM entity card without navigating to a separate interface. Such blocks can be used to show explanatory text, links, headings with nested blocks, and other elements in the timeline.

Quick Navigation: All Methods

Considerations Before Calling MethodsConsiderations Before Calling Methods

• Methods only work in the context of the application.
• The application can only retrieve and remove the set of blocks that it has installed itself.
• When calling crm.timeline.layout.blocks.set again, the previous set of blocks for the same application will be overwritten.

Application LimitationsApplication Limitations

• Sets of additional content blocks cannot be installed for deals. For deals, use the methods crm.activity.layout.blocks.*.
• Sets of additional content blocks cannot be installed for timeline log entries.
• Sets of additional content blocks cannot be installed for deprecated timeline entries.

Lifecycle of Block SetsLifecycle of Block Sets

• When a timeline entry is deleted, all sets of additional content blocks in that entry are permanently removed.
• When an application is deleted, all sets of additional content blocks that the application added to timeline entries are also deleted.

How to Work with Additional BlocksHow to Work with Additional Blocks

1. Prepare the description of the set of additional content blocks in the format of RestAppLayoutDto.
2. Install the block set using the method crm.timeline.layout.blocks.set.
3. Retrieve the installed set using the method crm.timeline.layout.blocks.get.
4. Remove the set using the method crm.timeline.layout.blocks.delete if it is no longer needed.
5. If you need a ready-made workflow, check out the test application example.

Overview of MethodsOverview of Methods

Scope: crm

Who can execute the method: administrator

Method	Description
crm.timeline.layout.blocks.set	Sets a set of additional content blocks in the timeline entry
crm.timeline.layout.blocks.get	Retrieves the set of additional content blocks installed by the application for the timeline entry
crm.timeline.layout.blocks.delete	Deletes the set of additional content blocks installed by the application for the timeline entry