View Record History

How to find the history of changes made to a record 

As records move through the Steps of a Workflow and are edited by different users as they perform work, it can be important to know what changes were made to the record and by whom. This information can be found by accessing the Record History of the Record.

Accessing Record History

Record History can be accessed by clicking the clock icon at the top-right of the Record. This will display both the Field History and the Record History.

Field History

From the Field History section, users can choose to download a CSV file containing the 1,000 most recent changes to Fields in the Record. The file will include information on: 

• Which Field was changed

• What the new value of the Field is

• Which user made the change

• What time the change was made

Record History

The Record History section will display information on:

• When and by whom a Record was created

• When and to whom a Record was assigned or unassigned

• When and by whom a Record was moved to a new Step