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Track Changes

1,426 bytes added, 20:02, 10 September 2018
See Also:
The '''track changesTrack Changes''' feature is used to enable the logging of all changes to a any specified [[Custom Fields|custom field]] and on specific standard fields or [[Standard Fields]] within the system, including within a [[Universal Tracking Application]]. Once a [[User|user]] has the '''Manager Permission''' - '''View Custom Field History''', they can click the '''hourglass''' icon and display all the changes to that fieldcontact, company or transaction record.
 
==Individual Fields==
Once a [[User|user]] has the '''View Field History''' [[System Feature Permissions]], then they will be able to see the '''History''' option.
 
: [[Image:HistoryButton2017.png|link=|450px|border]]
Clicking on the clock brings up a window that displays the history of changes to that field.
 
: [[Image:HistoryPopUp2017.png|link=|700px|border]]
'''Note:'''
* Track Changes on Standard Fields only records once the data has been changed. It does not create an entry for the values stored the first time the record is saved. When the data is change the original value will b listed as the “Old Value”. The date the original value was set will always be the record creation date/time.
* On [[Custom Fields]] Track Changes records the first data entry.
* 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]].
 
 
==All Tracked Fields==
Once a [[User|user]] has the '''View Field History''' [[System Feature Permissions]], the '''Field History''' menu item will be displayed under the Options within the UTA, Contact and Organization. The setting to enable Field History for Contacts and Organizations exists within the System Visibility Permissions.
 
: [[Image:FieldHistory2017v1.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:FieldHistory2017v2.png|link=|900px|border]]
===See Also:===
* [[Accessing Field or Status History in a Web Page View]]* [[System Feature Permissions]]
[[Category:System Auditing]][[Category:Custom Fields]]
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