Hi!
I’ve been trying to gather data from a client of mine to build a dashboard of sorts, but as I was looking into the API, the module Opportunities doesn’t have a field or relationship called “timeline”, “records”, “history” nor anything alike.
It’s important to me to know when a deal moved from stage to stage in the pipeline.
On the right side of this picture there is a “Timeline” with stage, user and date, but I can’t find this information through the API.
No, not in the V8 API at least, I’ve read through your link and through the docs for V4_1 and haven’t found anything alike as well, except for the fact that I would need an username, password and a session_id, instead of the V8’s access_token.
How are you building the dashboards? Via the CRM Reports?
In that case, you’d have to build history / KPI modules and write your data into those custom modules. Then you can build reports on top of your custom modules.
If you use PHP / Metabase or similar, you’d just connect to the correct DB tables and build the reports there directly.
API wise: best to go forward, not backward. I’ve not tried it, but you can check out GraphQL API to see whether you can retrieve the audit records in that way.