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creating a revision report

  • 1.  creating a revision report

    Posted 09-12-2016 13:53

    I have two fields that I want to track revisions, can someone help me with creating a report to only display records that these two fields have changes

  • 2.  RE: creating a revision report

    Posted 03-09-2017 04:31
    if the users are using the form normally, you can set up a few dynamic form rules to create a time-stamp when those field in question are changed.

    If you want more reporting to see not only when it changed, but who, is you can do a few things.

    If it is a text field, you can turn on 'edit logging'

    If it is a date field then you can set up a date change table.  The user will click a button, add a new date, and possibly enter their 'reason'.

    Then you can summarize the most recent data change back to the parent, along with when it was changed.

    Most people like this approach when they have dates that change often because of outside factors.