Configuring Optiva for Change History

  1. In the Role form, grant the appropriate form security privileges to FRMCHANGEHISTORY.
  2. In the Symbol form, three fields control whether the history of 'saved' changes are logged for the object. At a minimum, you must select the Track Change History field.
    Symbol Field Description
    Track Change History Specifies whether to capture the changes that are made when the object is saved. By default, this check box is not selected. To take advantage of Change History, select this check box.

    To capture every change when an object is saved, leave the History Detail Codes and History Statuses fields blank.

    History Detail Optional. Specify the detail code(s) for which to capture historical information.

    What happens when a user modifies a field that is associated with the detail code? The ‘before’ and ‘after’ values are displayed in the Change History page for the saved object.

    The HEADER detail is always tracked.

    You can specify more than one detail code. Examples are provided later in this section.

    History Statuses Optional. Used only for Symbols that support statuses.

    Specify the status code(s) for which to capture historical information.

    For example, you may only track changes to objects that have a Mfg Approved status. You may not want to track any changes to objects that have an Experimental status.

    You can specify more than one status code.

    Track Open/View Object Optional. Check box used to turn tracking open/viewing record feature on or off.
    Track Export to Excel Optional. Check box used to turn off tracking when Export grid data to Excel is selected in a grid.