History
The History section of the Order application logs all related interactions tied to a specific order. This audit trail supports transparency, accountability, and file tracking throughout the order's lifecycle.
Displayed within the History tab of the order record, this section details user interactions with documents—such as uploads and edit of fields—performed during the order process.
It enables teams to audit document access, track file versions, and understand workflow movement across users and stages, providing a comprehensive record of all file-related activities. For orders, the log is especially useful for tracing field changes such as status moves, quantity or colour grid edits, shipping detail updates, and purchase order number revisions. Reviewing entries shows who changed critical values and when during the order lifecycle.
Available Fields
| Field | Description |
|---|---|
| Date | Timestamp of the recorded action. |
| Changed By | Records the username of the staff member responsible for the changes. |
| Action | Type of interaction (e.g., Create, Update). |
| Items | The file, field, or folder that was affected by the change. |
| Value From | The original value or source context of the item before the change (e.g., previous field value). |
| Value To | The updated value applied to the item after the change. This reflects the new value following the modification. |
Features
| Feature | Description |
|---|---|
| Search | Locate specific entries in keyword search to quickly find relevant actions. |
| - Download History: Download the .xlsx copy of the history log. | |
| - Table Flexibility: The table may be customised depending on the business' or user's preference. |
Helpful Tips
- Monitor document access patterns: Regularly review the History tab to identify unusual access patterns or unauthorised actions, helping maintain security and compliance standards.
- Filter by user or action: Use the search tool to narrow your view to specific users or actions when investigating particular incidents or preparing audit reports.
- History logs are retained for a maximum of 180 days.
- Verify workflow compliance: Before moving orders to critical stages (such as shipping), check the History tab to confirm all required documents have been uploaded and reviewed by the appropriate team members.