Changes

Date Fields

637 bytes removed, 21:12, 10 July 2014
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The '''Track ChangesCalendar Date Field''' feature is used to enable the logging allows for easy selection of all changes to any specified [[Custom Fields]] or [[Standard Fields]] dates within the system, including within a [[Universal Tracking Application]], contact, company or transaction recordSmartSimple.
==Individual Fields==Once a For [[UserCustom Field|userCustom Fields]] has the '''View Field HistoryCaption''' [[Manager Permissions]], setting is used if you want to have a label for the '''hourglass''' icon will be displayed in field that is different than the field [[caption]]'s [[Tool Tip|tool tip]]name. Hovering If the mouse over caption is not set, then the field caption name will display be used as the tool tip.:[[Image:HistoryButtoncaption.png|link=]]Clicking on the hourglass brings up a window that displays the history of changes to that field.:[[Image:HistoryPopUp.png|link=]]
:[[Image:CaptionSetting.png|link=]]
::will display as
:[[Image:CaptionDisplay.png|link=]]
'''Note:'''
* 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.
* On [[Custom Fields]], Track Changes records the first data entry as well 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]].
<!--In the case of most [[Standard Field]]s (other than those within a [[UTA]]) the caption can only be changed on [[External]] Pages. -->
If you want the '''Caption''' to appear above the field instead of to the left of a custom field, select the "Label Above Field" option in the custom field settings.
{{LabelAboveField}}
==All Tracked Fields==Once If you are using a [[UserCustom Field Type: Title Bar – Multiple Columns|userTitle Bar – Multiple Columns]] has the '''View Custom Field History''' [[Manager Permissions]], the '''Field History''' tab will be displayed at to define the top number of each individual record within the UTA. :[[Image:FieldHistory1.png|link=]]If the user clicks on the '''Field History''columns, but don' tab then they will see a list of all t want the tracked changes for ALL tracked fields on a record. This will make it easy actual Title Bar to identify what fields have been changed recentlyappear, rather than having to open choose "Empty Title Bar" from the track changes on each field individually.:[[Image:FieldHistory2Label Display option.png|link=]]
===See Also:===* [[Accessing Field or Status History in Note that the ''Caption'' setting is resizable, so when entering larger captions for a Web Page View]]* [[Manager_Permissions#Manager_Permissions_Available_By_Default|Manager Permissions]]field, the entire caption can be seen.
==Disambiguation - Status and Template Captions==[[Templates]], [[Types]] and [[Statuses]] can be given captions as well. These captions will be used instead of the Template/Type/Status name when displayed to the end user.  Where the name of the Template/Type or Status is returned by the variable @type@ or @status@, the caption can be returned using the [[Variable List|variable]] @typecaption@ or @statuscaption@. ==See Also==* [[Label Display Options]] [[Category:System AuditingGlossary]][[Category:Custom Fields]]
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