Knowing who changed what
Every record keeps a trace of what happened to it, and every field a trace of its successive values.
“That amount was 12,000 last week.” In most tools, the conversation stops there, for lack of any way to check.
Two levels of trace
The activity feed of a record shows what happened to it: creations, changes, documents added, relations set. An activity tab can be placed on any object.
The history of a field shows the successive values of one precise field, with who set them and when. That is the useful level when the question is about a number and not about the whole case.
Agents are tracked like everything else
A change made by an agent appears in the log, with the agent as the author.
That is the necessary counterpart of a workspace where agents write: you can always find what was done automatically, and tell it apart from what a person did by hand.
Correcting is not erasing
What it asks of you
A log is only useful if it can say why, not just what.
When a change is not obvious, the context goes on the record, in a note or in a field meant for it. The log will say who and when. The why is yours to leave behind.
Frequently asked questions
- Do agent actions show up too?
- Yes. A change made by an agent is tracked like any other, with the agent as the author.
- Can I go back to a previous value?
- History shows you the old value. You put it back by entering it again, which adds a new entry to the log rather than erasing the detour.
Five actions, roles that combine them, and a little-known rule about the rights your agents hold.
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