Knowing about History sets
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.
| 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. |
| 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:
|
| 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.