History

The history tracks who made which changes to a record, and when.

This provides an overview of the history of the record. Adding and deleting records is not tracked by the history, >> Log - Write.

The history needs to be enabled for each info area in the rights settings, >> Enabling the History.

A history record is added for each record. Changes are saved in a BLOB (Binary Large Object) and can be displayed in the History level, see Displaying the History. The history is written irrespective of the write access rights of the current user, i.e. Deny Upd is ignored when applied to the History info area.

Note: No history is displayed or output in reports for fields that the current user is unable to access due to their access rights.

You can configure which changes are displayed in the history,see Conditional Access to Info Areas. For example, if you define "Updated by = Current rep", only changes made by the current rep are displayed in the history. If you define "Created by Rep ID = Current rep", only those records that were initially added by the rep are displayed in the history.

You can use the following virtual fields to output history records in XML reports or to export data in the history: ID, Stat.No., Date, Time, Rep ID, Rep, Windows User Name, Windows computer name, Version, Module, Field Number, Field Name, Old Value, New Value, Time Zone.

Note: These fields are only available for XML reports and export purposes and otherwise have no function.

For more information on outputting the history in XML reports, see XML Format in the Aurea CRM win User Manual. For more information on exporting the history, see Selecting Fields in the Aurea CRM win Administrator Guide.

History records can be communicated if the primary key of the record the history refers to consists of the station number plus serial number. This allows you to track changes to records other stations, see Communicating System Tables in the Aurea CRM win Administrator Guide.