Record History
  • 20 May 2024
  • 1 Minute to read
  • PDF

Record History

  • PDF

Article summary

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:

  1. From the Properties tab, drag and drop the Record History to the Quick Actions box.
    Figure: Quick Actions

  2. Click Three Dots from the Record History and click Configuration.
    The Change History Configuration screen is displayed.
    Figure: Record History

  3.  Enter the required details as described in the following table and click Submit.

    FieldDescription
    Label*Enter the label name of the change history. This is a mandatory field.
    IconClick 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 PositionEnter the position of the icon. 
    Information
    TooltipEnter the tooltip for the label name 
    Visible WhenSelect 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 

Was this article helpful?

What's Next
Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.