Here's what I'd like to do:
1. Track changes to one specific date field within a Record 2. Require a comment whenever the date field is updated via an existing Related Action3. Display the tracked changes and comments inside the Record
To provide some context, the record in question has multiple sites associated with it, each with a date (future/scheduled) for monitoring. I'd like to be able to know/see each time this date is updated and why (comment), although it can be updated in two places: via the Update Sites related action, OR inside of a process (Once monitored on or before the scheduled date, User Input Task requires a new date to be set before process completes and then updates the record).
I'm not sure how to first, require the comment when editing just this one field inside the record, and second, taking this field change and comment and displaying them somewhere. Thanks for any suggestions!
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hi sarahk09 (sarahk834) ,
I believe all have given the approach how to manage/track the changes for the date field. In particular to the comment given by @christineH I would like to add one more addition to the same. Yes , adding a history table will serve your purpose and you can fetch these data and show in a separate dashboard or with in the summary it self. (in respect to records)
I believe each record will have it's own date field, hence the table structure that is given by CharitineH should be enhance to have a foreign key to the parent record. (historyID (pk), fieldname, newValue, comment, cratedate, created by and parentRecordID).
I would add a flat relationship rather than having a tight relationship between the parent record and history table, if the change history for the date value is not need to be fetch to memory all the time instead we can fetch it on demand.
Regards
Suresh