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Most records have their own History list page where you can create, search for, view, and delete all necessary history entries pertaining to the record. The History page looks and functions like a regular collection. Each history entry also has its own set of pages for displaying and editing its information.

You can access the history page of a record in the following ways:

Through the Histories link in the All navigation pane. You can use this option when you want to search through all history entries in the database.

Clicking the History link of a record while viewing or editing that record. This is a convenient way of viewing all history information pertaining to that specific record.

History entry pages

History entries typically have the following links in the left navigation pane:

General—Displays the general information of the history entry. See Viewing General History Information.

Categories—Displays the categories added to the selected history entry. For more background information, see Setting Category Details.

Documents—Displays documents associated with the selected entry. See Viewing Documents for more details.

Security—Displays users and user groups who are given or denied access to the selected record. See Viewing Record Security for more details.

Workflow—Displays the approvals or rejections log for the history entry.