Accessing and Using Version History
Version history is a key feature that allows you to track all changes made to a record, review snapshots of previous versions, and analyze how the record has evolved over time. This guide explains how to use version history to monitor and manage records efficiently.
What is Version History?
Version history provides a detailed audit log of all actions performed on a record. The log captures data in reverse chronological order (newest first) and includes details such as who performed the action, when it occurred, and what changes were made.
Version history is accessible via the History button, located in the top-right corner of the record page.
Viewing Version History
The Version History modal displays a complete list of actions related to the record.
Steps to Access:
- Navigate to the record you want to review.
- Click the History button in the top-right corner of the record page.
- This will open a modal displaying the audit log for that record.
Audit Log Contents:
Each entry in the audit log provides the following details:
- User: The person who performed the action.
- Date and Time: When the action occurred.
- Action Type: Examples include changes, views, deletions, and notifications.
- Details of Changes: Which fields were updated or modified.
- Automations: Actions performed by the system, labeled as System.
Navigating Past Snapshots
Snapshots allow you to view the record as it appeared at a specific point in time.
Steps to View Snapshots:
- Click on an entry in the audit log to open a snapshot.
- Use the navigation controls to move forward or backward through different versions of the record.
- Each snapshot provides a complete view of the record’s details as they were at that time.
Filtering, Searching, and Sorting Version History
The Version History modal includes tools to help you quickly find the information you need.
Filtering
- To apply a filter, click the icon to the right of the column heading, where filtering is supported.
- Choose the filter criteria, such as a specific user, date range, or action type.
Searching
- Use the search bar located at the top of the modal to enter keywords.
- This can be used to search for specific user names, fields, or actions.
Sorting
- To sort entries, click on the column heading you want to sort by (e.g., Date, User, Action Type).
- Clicking once will sort in ascending order; clicking again will sort in descending order.
Closing the Version History Modal
Once you’ve finished reviewing version history:
- If you are viewing a specific version of the record, click the Current Version button to return directly to the live, most recent version of the record.
- To exit the version history entirely, click the close button in the modal to return to the main record view.
- Your current work on the record remains unaffected.