Versioning Rich Text Field
Is there a way to enable version history on a rich text field? I have a company policies and procedures table, I do not want to lock it down as i want people to be able to contribute to this. Howeve...
Forum Discussion
What would i do if i had such a table and a rich text field?
1 - Have a process/procedure owner field. You could use the record owner but I lean more toward a user field that users could update so i don't have to do that.
2 - Create an approval process where if certain field are changed the owner must approve - the rich text and owner fields. Trigger a notification to a report to show the previous entry and the new change with 2 buttons, approve and disapprove.
3 - create another table for the history of the fields
4 - setup a relationship between the 2 tables
5 - create an automation to populate the history table triggered by specific changes
6 - approve makes no changes and disapprove kicks off an automation to return the values
I'd probably for fun go so far as to create approval kanban reports inside the form and send the approver to the record to appear when approval is required. Slide the card and close the record, no buttons needed.
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Jason Johnson
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1 - Have a process/procedure owner field. You could use the record owner but I lean more toward a user field that users could update so i don't have to do that.
2 - Create an approval process where if certain field are changed the owner must approve - the rich text and owner fields. Trigger a notification to a report to show the previous entry and the new change with 2 buttons, approve and disapprove.
3 - create another table for the history of the fields
4 - setup a relationship between the 2 tables
5 - create an automation to populate the history table triggered by specific changes
6 - approve makes no changes and disapprove kicks off an automation to return the values
I'd probably for fun go so far as to create approval kanban reports inside the form and send the approver to the record to appear when approval is required. Slide the card and close the record, no buttons needed.
------------------------------
Jason Johnson
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