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Track Changes

278 bytes added, 13 June
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==Individual Fields==
Once a [[User|user]] has the '''View Field History''' [[Manager System Feature Permissions]], then they will be able to see the '''hourglass'History'' icon will be displayed in the field [[caption]]'s [[Tool Tip|tool tip]]. Hovering the mouse over the field caption will display the tool tipoption.
: [[Image:HistoryButton2017.png|link=|450px|border]]Clicking on the hourglass clock brings up a window that displays the history of changes to that field.
: [[Image:HistoryPopUp2017.png|link=|700px|border]]
* If you have a [[Shadow Application]], you must enable '''Track Changes''' on the fields in the Shadow Application if you wish to track changes initiated when records are accessed through the Shadow UTA.
* You can create [[reports]] on the custom field history using the [[Report_Recordsets#Field_and_Object_Log_Recordsets|Field and Object Log recordsets]].
* Though it is possible to enable track changes on all fields within an environment, it is recommended to limit its use to important fields such as those that may require audit. Enabling track changes on every field could impact your system performance in areas that write to track changes such as any save action, or areas that read from track changes such as the viewing of change history.
==All Tracked Fields==
Once a [[User|user]] has the '''View Field History''' [[Manager System Feature Permissions]], the '''Field History''' tab menu item will be displayed at under the top of each individual record Options within the UTA, Contact and Organization. The setting to enable Field History for Contacts and Organizations exists within the System Visibility Permissions.
: [[Image:FieldHistory1FieldHistory2017v1.png|link=|300px|border]]
If the user clicks on the '''Field History''' tab then they will see a list of all the tracked changes for ALL tracked fields on a record. This will make it easy to identify what fields have been changed recently, rather than having to open the track changes on each field individually.
: [[Image:FieldHistory2FieldHistory2017v2.png|link=|900px|border]]
===See Also:===
* [[Accessing Field or Status History in a Web Page View]]
* [[Manager_Permissions#Manager_Permissions_Available_By_Default|Manager System Feature Permissions]]
[[Category:System Auditing]][[Category:Custom Fields]]
Smartstaff, administrator
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