Knowing about History sets

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • The system automatically generates History Set records as needed from the Audit table when a user either creates a record or views its history.

    If a record is in an audited table, its history set is generated when the record is inserted or when a user views the record.
    Note:
    Don’t 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 Document ID for the record whose history is being recorded.
    Table Audited table for the record whose history is being recorded.
    Load Time 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 that was changed.
    Old Value before the change.
    New 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 Date and time of the change.
    Note:
    The Update time for auto-generated history lines doesn’t match the Created or the Updated time for a record in a specific processing situation. When you view a history set of a record for the first time, an initial set of history line records is auto-generated. Since file changes in an upgrade aren’t audited, this date mismatch occurs when:
    • You view a history set after a change is made to a record, but
    • Before another change is made to it in a future upgrade.
    User Name Name of the user who created the change.

    History Sets in a Calendar View

    After History Sets are active, the History context menu choice populates 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 how the information is stored is different.

    Since the History view includes a calendar view, but doesn’t use the normal list interface to filter and interact with the history records, it enables:

    • 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.