Add "New Timeline" Button to Existing Timelines

Published on June 5, 2026 QuoteX

Add a New Timeline Button to an Existing Timeline

ADD-ON REQUIRED

QuoteX Lite Layout Add-on

Objective: Allow users to create a new Timeline linked to the parent Quote directly from an existing Timeline record page, without making it a "child" of the current Timeline.

Technical Approach

Instead of modifying the managed package or building a complex before-save flow, create a lightweight custom Aura Component wrapper. The wrapper uses Lightning Data Service (LDS) to find the parent Quote's ID from the current Timeline, then passes that ID back into the package's existing logic, keeping the package logic completely intact.

Why this approach?
No managed package changes, no before-save flow, and easy to maintain across package upgrades.

Implementation Steps

Step 1. Create the Aura Component: Create a new Aura component named AddNewTimelineFromTimeline. Implement the following interfaces so it is available as a Quick Action and can read the current record context:

implements="force:lightningQuickActionWithoutHeader, force:hasRecordId"

Step 2. Configure the Data Loader: Use <force:recordData> within the component to load the current Timeline record. Make sure to query the specific lookup field pointing to the Parent Quote/Estimate.

Step 3. Embed the Package Logic: Place the QuoteX Lite package component inside your new Aura wrapper. Bind its recordId to the parent ID fetched in Step 2.

<psce_ext:CodeyLabs_AddNewTimeline aura:id="addnewtimelinefromtimeline" recordId="{!v.parentEstimate.Id}"/>

Step 4. Create and Assign the Button: Navigate to Setup > Object Manager > Timeline, then:

Go to Buttons, Links, and Actions and click New Action.
Set Action Type to Lightning Component and select your new wrapper component.
Save and add this button to your Quote Record Page (Timeline Sections).

Expected result: The new button appears on the Quote record page. Clicking it creates a Timeline linked to the parent Quote.

Troubleshooting: If the button opens without a Quote, confirm the Timeline lookup field to the parent Quote/Estimate is included in the force:recordData fields and that the add-on is installed.

Knowledge Article Number: KA-00289