Viewing Object History - WorkView - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Premier

WorkView

Platform
OnBase
Product
WorkView
Release
Foundation 24.1
License
Premier

If you want to view the history of an object, in an open object click on the History button in the main ribbon. The <name of object> History dialog box is displayed.

Every screen has a history and displays if a user has rights to view the history. This dialog box records the history of an object if the class and/or attributes are configured for tracking. There are several sections to the History dialog box: History, Events, Workflow Queues, and Workflow Transactions.

The History tab contains the following:

  • Transaction Date: the date and the time that the action was performed.

  • User Name: the user who performed the action.

  • Attribute Name: name of attribute.

  • Start Value: the value for the named attribute when the object was opened.

  • End Value: the value for the named attribute after the attribute change was saved.

You can view the entire value for an item on the History tab by selecting it. The Start Value and End Value will be displayed in the fields at the bottom of the tab.

The Events tab contains the following:

  • Event Date: identifies the date and time that the event took place.

  • Event Type: identifies the type of event that occurred.

  • User Name: identifies the user that initiated the event.

  • Event Description: may display additional information about the event.

See the Workflow documentation for information about the Workflow related history information.

The tabs can be sorted by clicking on the column headers.

Values for Start Value and End Value can be copied from the history and pasted. To copy a value from the Start Value column or End Value column:

  1. In the History tab, select the row of data that contains the value you want to copy.
  2. Select the text in either the Start Value box or End Value box and either press Ctrl + C on your keyboard or right-click and select Copy.
  3. Paste the value as appropriate.