We have notifications set up when dates are changed, and have implemented a change request system whilst restricting access to change the date, however would like an easy view on the main table page of the dates changed, similar to our commentary which is a text field with log edits.
But because this is based on form rules, that means it will not work in grid edit.
Would the text log field, update with a user and date per normal?
Having an additional field would allow filter in certain reports to just see the current, so that is also beneficial.
Can you please advise what the fom rule would look like?
When the record is SAVED
and the [Date field] has changed
Chage the value of the field [[my text field set to log chnages] to the value in the field [Date field]
And yes, a field set to log chnages, does always record who did the update and the date and optionally the time of day.
You also wont have to maintain a bunch of different forms with their form rules.
By creating a date change record, you automatically keep track of who, and when. You can add a bonus feature really easy as to the why.
Long term this is the most efficient and cleanest way to track your date changes.
I can explain in more detail how to set this up properly if needed.
out of what you wrote above I am not able to reapply it. Could you please send me a more detailed description of how to set this up please.
Just one Field;Thanks a lot,
A second field would be needed if you had a "Why"
Each 'Project' can have many date changes.
Summarize Max Record ID
Pass new max RID as lookup
Summarize Date where max RID = Record ID#
Now you have your log of date changes with time stamps and record owner.