History

Every record on a tab in GraceBlocks has its history of changes automatically recorded within the details page of the record.

Each time changes are applied to fielded information about a record, shown in the primary information pane, the related records or attachments tabs of the details page, or from the grid in spreadsheet view or via a web form and or API record update/addition; the changes will be reflected in the history tab as illustrated below.

The user who took action, the date/time and the nature of the change to the record are recorded.

 

Example of one history change:

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(Red with a strike through it represents the prior value, and green with no strike represents the new value. )

 

 

The above is a snapshot from the first change noted below in this image of the details page of a record.

 

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🔔 Attachment changes are denoted with an icon but can not be retrieved from history. The user who deleted an attachment and the time of deletion is noted in history, however, once an attachment is deleted by a user, it is no longer accessible within GraceBlocks, even from history.

🔔 Selections in single or multi-select (fields or relational fields) are denoted with additions having a green outline and a + sign in the top right corner. Removals are denoted with a red outline and an X in the top right corner.

🔔 Multiselect-related records only illustrate changes; they do not indicate the prior selected records. For example, let's say there are 300 employees (represented by their ID) linked to a job code. Three new employees are added to the job code. Only the three newly added ids would be referenced; the 300 prior related records are not referenced in tracking history. Similarly, if an employee changes job codes and is no longer a member, then the removal is noted, but the other 299 records that did not change are not noted.

Example:

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