Record Change History

View a Record's Change History

To view a record’s change history:

  1. Open the desired repository in a Repository View. Open the Feature Sidebar, select the desired folder, and select the desired repository. The repository will be opened in a Repository View.
  2. Select the desired record.
  3. Open the More Actions dropdown list by clicking the on the Repository View’s Activity Bar.
  4. Click the History button on the Repository View’s Activity Bar or open the record in the Detail Editor and click the View History button on the Detail Editor’s Activity Bar.
  5. The record’s change history will be opened in a Record History tab.
    Figure 1. Record History Tab

The Record History tab displays a table that lists the state of all the record’s attributes each time one or more of them were changed. A slider bar on the bottom of the Record History tab allows the user to scroll right or left to see all the record’s attributes.

View Changes to an Attribute

The Attribute dropdown list allows the user to limit the view to only the entries that contain changes to a particular attribute.

To remove the effect of the Attribute dropdown list selection, click the Close icon on the Attribute dropdown list.

Compare Record Change History Entries

Two change history entries can be compared by selecting the entries and clicking the Compare toggle on the History tab’s Activity Bar. All the record’s attributes will be displayed for both change entries. The attribute values that are different between the entries will be highlighted.

If an attribute has multilanguage values, an entry will be displayed for each attribute value. The attribute's name will be listed in the default language:

<attribute-name>

and subsequent entries will list the attribute's name in the default language followed by the name of the language in parenthesis:

<attribute-name>(<language>)

Display the Differences in Record Change History Entries

To display only the differences in the record’s change history entries, select the Difference Only toggle (it will turn green).

Rollback Record Changes

The Rollback Record Changes capability allows the user to undo the last saved changes to a record – to roll it back to the previous version. Rolling back the record again will cause the record to undo the last change (which was to roll back the record) and the record will revert to the state it was in before the rollbacks were done.

To rollback changes to a record:

  1. Open the desired repository in a Repository View. Open the Feature Sidebar, select the desired folder, and select the desired repository. The repository will be opened in a Repository View.
  2. Select the desired record.
  3. Open the More Actions dropdown list by clicking the on the Repository View’s Activity Bar and clicking the History button. Alternatively, open the record in the Detail Editor and click the View History button on the Detail Editor’s Activity Bar. The record’s change history will be opened in a History tab.
  4. The History tab displays a table that lists the state of all the record’s attributes each time one or more of them were changed. A slider bar on the bottom of the History tab allows the user to scroll right or left to see all the record’s attributes.
  5. Select any previous version of the record and click the Rollback button on the History tab’s Activity Bar. The record’s attributes will revert to the values they had before the record was last modified. (It does not matter which version of the record is selected – the Rollback Record Changes capability only rolls the record values back to the last time the record was modified.)
  6. The History tab does not automatically refresh to show the changes to the record. To see the changes, the user must refresh their browser or close and reopen the History tab. The record’s changes will be shown as a new entry in the History tab.

Note that rolling back the state of the record again causes the record’s attributes to revert to their values prior to the last change, in effect, reversing the first rollback.

Export a Record’s Change History

To export a record’s Change History:

  1. Open the desired record’s Change History, (see Record Change History).
  2. Select the desired record.
  3. Open the Export dropdown on the Repository View’s Activity Bar, and select the format of the output file.
  4. A download to local Save window will open. Save the output file as desired.