The purpose of this document is to provide instructions enabling the ChangeLog as well as instructions on how to access the information that is stored once a field is tracked in Tour de Force.
Field Tracking is an important feature in Tour de Force. It allows you to track important fields on any item or record so that you can monitor any changes that have been made to that field and keep a history of all the historical values.
This technical bulletin contains the following sections:
- Enabling Field Tracking
- Accessing the Field Tracking Information
Enabling Field Tracking
Field Auditing is enabled in the Screen Designer. For more information about Screen Designer, please refer to Technical Bulletin 9513 – Screen Designer.
Once you are in Screen Designer, select the field you would like to enable Tracking for. Locate the “Field Tracking” value and select the type of auditing you would like to perform.
- Do Not Track – do not audit the field
- Number of Changes – track the last ‘x’ number of changes to the field
- Number of Days – track all changes for ‘x’ days prior to the current day
- All Changes – track all changes for all time
Accessing the Field Tracking Information
Once auditing is enabled on at least one field, the ChangeLog tab will become visible on the associated Record or Item. If you select the ChangeLog tab, you will see a grid that shows you a list of every field that has been changed (if they are being audited). You can sort the grid on Change Date, User Name, UDF (User-Defined Field) Name, Previous Value, and Current Value.
If you select a field in the grid, you can also see the entire history of that field for as long as the field has been tracked starting with the original value and then showing all subsequent values, the user that changed them, and the date they were changed.
Double-click the Label Caption
Another way to access the ChangeLog quickly is to double click on the Label Caption of any UDF that is being audited.
Once loaded, you can also see the entire history of that field for as long as the field has been tracked starting with the original value and then showing all subsequent values, the user that changed them, and the date they were changed. This gives you only information for the selected field instead of all fields, making the data a little easier to read without having to manually sort through the grid of information.
Within the Alerts & Notifications, there are Audit Alerts available for every Record and Item in Tour de Force. The Audit Alerts can assist you with a variety of scenarios. There may be instances where you want to track a field that used to be blank but now has a value entered, if a value is changed “from” or “to” a specific value, or maybe if a field has a value deleted.
Version: 2018 of Technical Bulletin 9141
©2018 Tour de Force