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Time stamp for Record modification

  • 1.  Time stamp for Record modification

    Posted 12-27-2019 20:13
    Is there a way to record a time stamp in a notes field for any time a record is modified? For example, a time stamp and user is recorded when a user changes the phone number of a customer or add a deadline date or changes the project status, etc. We have a general notes field in the record that would be a good place for this information to be documented but not sure how to do this.

    Any help is greatly appreciated-


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    Desiree Pina
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  • 2.  RE: Time stamp for Record modification

    Posted 12-27-2019 21:33
    It sounds like you are trying to create an Audit trail of who changed what, when.

    i suggest setting up child table with fields for the user and the old value, the new value and the field name which was changed. 

    Then set up an Automation to trigger when the record is modified and field one changed. The action step will be to write out a child Record. You will be able to fill the user field with Last Modified by and it will also let you out the old value into a field in the audit Log Table. 






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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 3.  RE: Time stamp for Record modification

    Posted 12-28-2019 08:12
    Desiree,

    Depending on your Quick Base subscription you can also take advantage of the Audit Logs

    https://help.quickbase.com/user-assistance/audit_logs.html



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    Don Larson
    Paasporter
    Westlake OH
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  • 4.  RE: Time stamp for Record modification

    Posted 01-01-2020 19:57
    Hi Desiree!

    A simple way that I've done this in the past is to create a formula field with the pertinent fields such as:

    "Account Name: " & [Account Name] & "; " &
    "Account Number: " & [Account #] & "; " &
    "Contact Name: " & [Account Contact Name] & "; " &
    "Activity Type: " & [Activity Type] & "; " &
    "Status: " & [Status]

    Then set up a form rule that changes a multiline text field (where log edits is turned on) ​to the values in the formula field. This will create a log of all the field values each time the record is saved along with the names and dates of who set those values. You could easily trace back who changed what in that field.

    Note that this will only work if edits are being made with the form and not through mass edit actions (like grid edit or automations).

    Let me know if this is helpful 😀👍
    –Sharon

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    Sharon Faust (QuickBaseJunkie.com)
    Founder, Quick Base Junkie
    https://quickbasejunkie.com
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