Difference between revisions of "Date Fields"

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(Created page with "The '''Track Changes''' feature is used to enable the logging of all changes to any specified Custom Fields or Standard Fields within the system, including within a ...")
 
 
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The '''Track Changes''' feature is used to enable the logging of all changes to any specified [[Custom Fields]] or [[Standard Fields]] within the system, including within a [[Universal Tracking Application]], contact, company or transaction record.
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{{ DeprecatedPage }}
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The '''Calendar Date Field''' allows for easy navigation and selection of dates within SmartSimple. The date picker features two drop down menus and a field in which to select specific days of the month.
  
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==Individual Fields==
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: [[Image:Datepicker.png|link=]]
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Once a [[User|user]] has the '''View Field History''' [[Manager Permissions]], the '''hourglass''' icon will be displayed in the field [[caption]]'s [[Tool Tip|tool tip]]. Hovering the mouse over the field caption will display the tool tip.
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The left drop down allows for selection of months:
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:[[Image:HistoryButton.png|link=]]
 
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Clicking on the hourglass brings up a window that displays the history of changes to that field.
 
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:[[Image:HistoryPopUp.png|link=]]
 
  
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: [[Image:Month-datepicker.png|link=]]
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The right drop down selects the year:
  
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'''Note:'''
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: [[Image:Year-datepicker.png|link=]]
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* Track Changes on [[Standard Fields]] only records changes to data. It does not create an entry for the value stored the first time the record is saved. When the data is subsequently changed, the original value will be listed as the “Old Value.” The date the original value was set will be the record creation date/time.
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The date picker is made available to a [[Custom Field Type: Text – Single Line|text field]] when "Date" is chosen as the field validation type.
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* On [[Custom Fields]], Track Changes records the first data entry as well as each subsequent change.
 
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* 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.
 
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* You can create [[reports]] on the custom field history using the [[Report_Recordsets#Field_and_Object_Log_Recordsets|Field and Object Log recordsets]].
 
  
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[[Image:DateValidation.png|link=]]
  
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==All Tracked Fields==
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The date picker will pop up when a user clicks into a field formatted as "Date," or when the calendar icon next to the field is clicked.
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Once a [[User|user]] has the '''View Field History''' [[Manager Permissions]], the '''Field History''' tab will be displayed at the top of each individual record within the UTA.
 
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:[[Image:FieldHistory1.png|link=]]
 
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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.
 
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:[[Image:FieldHistory2.png|link=]]
 
  
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===See Also:===
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[[Image:FieldwithDateFormat2017.png|link=]]
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* [[Accessing Field or Status History in a Web Page View]]
 
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* [[Manager_Permissions#Manager_Permissions_Available_By_Default|Manager Permissions]]
 
  
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[[Category:System Auditing]][[Category:Custom Fields]]
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<!--[[Category:Glossary]][[Category:Custom Fields]]-->
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[[Category:Deprecated]]

Latest revision as of 13:31, 10 September 2018


Ambox warning pn.png This article is deprecated and the information contained within may no longer be correct.

The Calendar Date Field allows for easy navigation and selection of dates within SmartSimple. The date picker features two drop down menus and a field in which to select specific days of the month.

Datepicker.png

The left drop down allows for selection of months:

Month-datepicker.png

The right drop down selects the year:

Year-datepicker.png

The date picker is made available to a text field when "Date" is chosen as the field validation type.

DateValidation.png

The date picker will pop up when a user clicks into a field formatted as "Date," or when the calendar icon next to the field is clicked.

FieldwithDateFormat2017.png

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