The following Item Details sections are described:
The sections discussed here are available if:
- You have privileges to view the section.
- You enabled the section in your user profile.
- For a custom form (labeled as
), your administrator has included the
section.
Field Sections
Field sections enable your administrator to organize information available to you when you are viewing and reporting on items and filling out forms. Privileges determine which field sections and fields are available to you.
If a field label includes a dotted underline, your administrator has provided information about the field; use your mouse to hover over the field to view this information.
State Change History
State change history is a graphical representation of the states and transitions a primary item has moved through as it is tracked through the workflow. It shows primary ownership, the state of the item, and date and time information.
| Field | Description |
|---|---|
| Show All | Click this link to view the complete state and transition history in tabular form. To return to the graphical view, click Show Less. |
| Transition History | Transitions that have been executed on
items are represented by white arrows. If you have privileges to view an item's
change history, you can click the
Details links to view field changes made
during the transition.
If the transition was the result of conditional routing, the transition shows both the original transition and the one invoked by the conditional routing. Note: If the State Change History section is not updated unless
and items moves to a new state or changes owner.
|
| State History | The shaded arrows represent the states in which an item has resided. |
| Slider | Use the slider to scroll through the state change history when there are many states and transitions. To view the start or end of the history, click the left or right arrows on the slider. |
Change History
The Change History section contains information pertaining to changes to items. A change history entry is added to an item when it is submitted and each time it is transitioned or updated. Change history entries are also added when notes and attachments are added or modified, and when principal tasks and subtasks are linked or unlinked.
For primary items, Time Capture options may be available at the bottom of the Change History section. For details, refer to Using Time Capture Options.
Consider the following information when you view change history:
-
In your user profile, you can set the number of change history entries that are visible at one time, as well as if entries appear in chronological order or with the latest changes first.
-
If you do not have privileges to view data from specific fields, the information appears as asterisks in the Change History section.
-
Change history is only recorded for the following fields for "submit" actions: Owner, Secondary Owner, State, Submit Date, and Close Date. If your application or auxiliary table does not use these fields, change history for the Submit action may be empty.
Click the plus sign to expand each change history entry, including changed values, prior values, and new values.
Notes and Attachments
Notes and e-mail messages attached to an item appear in the Notes section. File attachments, item links, and URLs appear in the Attachments section. For file attachments, the size of the file appears. For details about adding notes and attachments to items, refer to Working with Item Actions.
In some cases, the Notes and Attachments section is only visible if the item already contains attachments. This is true for quick forms and for some custom forms, depending on administrative settings.
Subtasks
The Subtasks section appears for primary items that contain subtasks or are subtasks of a principal primary item.
Notifications
Item notifications enable you to subscribe to e-mail notifications pertaining to a specific primary or auxiliary item.
When you subscribe to an item notification, the notification appears in the My Notifications section for that item. You can only view your item notifications, however, and not those of other users.
The Notification History displays detailed information about notifications that have been processed for the item, including the date and time, recipient information, and the status of the notification.
For details, refer to Adding Item Notifications to Items.
Version Control History
If your system uses an integration to a version control tool, such as SourceBridge, the Version Control History section contains source control information associated with a primary item. File association information may also be included. For details on file associations, refer to Managing File Associations.
You can view the names of the files associated with an item, the date and time in which files were checked in and out, the process app user who performed the action or file association, and the associated comment. Depending on your version control tool, the file revision number may also be listed.
Depending on your user privileges, you may also edit or delete version control actions and file associations.