Change History

Using the Symbol form, you can configure Optiva to log historical data for certain objects.

The level of detail that is tracked for historical purposes is defined by the administrator and can vary by symbol. At a minimum, the Track Change History check box must be selected. Unless specified, Optiva will capture the Change History for all Statuses and Details.

Change History chapter topic image

When users add, modify, or delete data for the supported objects, the history of those changes is logged in the Optiva database. These changes also include exporting to excel, opening or viewing an object, launching a workflow and when an object is logically deleted.

In addition, those changes are displayed in the object > Change History page.

The Change History page is accessible from the object form by clicking the Change History toolbar icon. This toolbar icon is displayed only if users have the appropriate form security to FRMCHANGEHISTORY. A user without FRMCHANGEHISTORY access via Role Security cannot view the toolbar icon and cannot view the Change History form.

The Change History page also reflects any changes that are made to the object using the ObjPropertySet workflow function.