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MICHAELSARGENT's avatar
MICHAELSARGENT
Qrew Cadet
5 years ago

Tracking Changes

I searched prior discussions before posting this, so I apologize if it's a duplication.  If it is just refer me to the prior article.  Anyhow, I have a table with 45 fields, any of which could change.  I'd like to keep an audit trail of changes to records for any of the previously mentioned fields.  

How would I set it up so I can bring awareness to which field changed and perhaps what the old value was and now the new value?  I want my clients to be able to pull reports of any changes based on a particular record ID.

Thanks,

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Michael Sargent
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Audit
Quickbase Automations

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  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    5 years ago
    I could work with you one on one if you like to get this set up.
    One solution is to have an Automation fire with 45 steps to record the before and after values for all the fields into a child log table of changes.  Then the last step #46 will be to delete all the records where there was no change.​

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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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  • PaulPeterson1's avatar
    PaulPeterson1
    Qrew Assistant Captain
    5 years ago
    Are you just looking to track changes?  If so, a change log is an easy solution.

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    Paul Peterson
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    • KevinFelgentreu's avatar
      KevinFelgentreu
      Qrew Member
      4 years ago
      Do you have instructions for the Change Log option?

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      Kevin Felgentreu
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    • MICHAELSARGENT's avatar
      MICHAELSARGENT
      Qrew Cadet
      4 years ago
      I've seen different variations of the "change log".  I saw the post about onload techniques using JS to track changes.  I tried that and unfortunately it's not working and I can't make contact with the member who posted the original information.  I am using Actions now, but there is a limitation of 10 actions per table and i have way more than 10 fields.  Perhaps I need to go the route of automation or pipeline to accomplish what i need.

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      Michael Sargent
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        4 years ago
        I have to do this next week for a client.  My plan to to use an Automation which can have 50 Actions.  Each action can record the field name, the old value and the new value in a log table.  Most of the time the old and new will be the same.

        You can use an Automation each night to remove the unnecessary records, but if there are more than 1,000 per night, then the Automation will fail.  So my plan is to use a Pipeline with 1 Step to call API_Purge Records.

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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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