Record History enables you to capture information on the event occurred or any modification that have been made for a specific record or episode. It is essential to maintain these records for accountability, transparency and streamlining record-keeping processes.
Figure: Record History
To configure Record History, perform the following steps:
- From the Properties tab, drag and drop the Record History to the Quick Actions box.
Figure: Quick Actions - Click Three Dots from the Record History and click Configuration.
The Change History Configuration screen is displayed.
Figure: Record History - Enter the required details as described in the following table and click Submit.
Field Description Label* Enter the label name of the change history. This is a mandatory field. Icon Click the Select icon to select icons from the list. The selected icon appear for the define label name.
Figure: Icon
The label of the icon is changed to Change icon on selecting a icon from the list. You can click the Change icon if you want to change the existing selected icon with other icon.Icon Position Enter the position of the icon. Information Tooltip Enter the tooltip for the label name Visible When Select the option for which the tooltip to be displayed. The options available are: - New
- Edit
- Both
History Type Select the type of history which you want to capture. The listed options to capture the history are: - Change
- Communication
- Workflow
- Link
- SLA
- Business Rule Designer