History sets

The system generates history set records when a user requests to view an audited record's history.

Each record's History Set will be generated when the record is inserted, if the record is on an audited table. A user must view a record for the system to create or update a history set for that record.

Note: Do note use history sets to generate reports.
Several fields of information are captured in the History Set record, displayed in the list view.
Table 1. List View Record Fields
Field Input Value
ID A Document ID for the record whose history is being recorded.
Table The audited table for the record whose history is being recorded.
Load Time The amount of time it took to generate the history set.
Table 2. Audit History Record Fields
Field Input Value
Label The label of the field which was changed.
Old The value before the change.
New The value after the change.
Type Indicates if the entry is for a normal field, an email record, or a relationship change record.
Update Number The number of times this field has been changed. A value of -1 indicates when the record was created or deleted.
Update Time The date and time of the change
User Name The name of the user who created the change.

History Sets in a Calendar View

Once History Sets are active, the context menu choice History will populate using information from the History Set, rather than from the sys_audit table.

From the user's perspective, the same historical data is available in the same user interface, but the way the information is stored is different.

The History view includes a calendar view, but does not use the normal list interface to filter and interact with the history records. This allows:

  • Searching and filtering historic data.
  • Exporting historic data.

Viewing history sets

There are two ways of viewing the history set, accessible through the Context Menu action History.