Plugin Mode

Save Process Management History

Summary

When a process management action runs, record its history in a table within the same record.

Smartphone support

This plugin supports smartphones.

How to use

Prepare a history table and choose columns for the execution time, user, action name, and previous and new statuses. This keeps a record of process management operations within the record.

When it runs

Depending on the settings, this customization runs at the following times. Any configured conditions are also evaluated.

  • When you execute a process management action
  • When you open a record creation or edit page

The page-display and field-change triggers exclude inline editing from the pencil icon on the list page.

Parameters

Enter or select a value for each setting unless it is marked optional.

History table

Please select the table to save the process management history.

The following field types can be selected.

  • Table

Execution date and time field

Please select a field from the history table to record the date and time the action was performed.

The following field types can be selected.

  • Date and time

Select from the table specified in “History table”.

Executor field

Please select a field in the history table to record the user who performed the action.

The following field types can be selected.

  • Text
  • Text area
  • User selection

Select from the table specified in “History table”.

Action field

Please select the field in the history table where you want to record the actions you performed.

The following field types can be selected.

  • Text
  • Text area

Select from the table specified in “History table”.

Pre-execution status field

Please select a field from the history table to record the status before the action is executed.

The following field types can be selected.

  • Text
  • Text area

Select from the table specified in “History table”.

Post-execution status field

Please select a field from the history table to record the status after the action has been performed.

The following field types can be selected.

  • Text
  • Text area

Select from the table specified in “History table”.

The following actions and conditions are useful when building similar behavior in customization mode.

Actions

Conditions