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Date Fields

1,390 bytes removed, 17:31, 10 September 2018
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{{ DeprecatedPage }}The '''Track ChangesCalendar Date Field''' feature is used allows for easy navigation and selection of dates within SmartSimple. The date picker features two drop down menus and a field in which to enable the logging select specific days of all changes to any specified [[Custom Fields]] or [[Standard Fields]] within the system, including within a [[Universal Tracking Application]], contact, company or transaction recordmonth.
==Individual Fields==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.:[[Image:HistoryButtonDatepicker.png|link=]]Clicking on the hourglass brings up a window that displays the history The left drop down allows for selection of changes to that field.months:[[Image:HistoryPopUp.png|link=]]
: [[Image:Month-datepicker.png|link=]]
The right drop down selects the year:
'''Note:'''* Track Changes on [[Standard FieldsImage:Year-datepicker.png|link=]] 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.* On picker is made available to a [[Custom FieldsField Type: Text – Single Line|text field]], Track Changes records the first data entry as well when "Date" is chosen as each subsequent change.* 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]]validation type.
[[Image:DateValidation.png|link=]]
==All Tracked Fields==Once The date picker will pop up when 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. :[[Image:FieldHistory1.png|link=]]If the user clicks on the '''Field History''' tab then they will see into a list of all field formatted as "Date," or when the tracked changes for ALL tracked fields on a record. This will make it easy calendar icon next to identify what fields have been changed recently, rather than having to open the track changes on each field individually.:[[Image:FieldHistory2is clicked.png|link=]]
===See Also:===* [[Accessing Field or Status History in a Web Page View]]* [[Manager_Permissions#Manager_Permissions_Available_By_DefaultImage:FieldwithDateFormat2017.png|Manager Permissionslink=]]
<!--[[Category:System AuditingGlossary]][[Category:Custom Fields]]-->[[Category:Deprecated]]
Nancy Sabo
Smartstaff, administrator
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