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Modifying information in the Data form History tab

Forms for many Data- classes include a uniform History tab. By default, the system stores history instances for data objects as rows of the pr_history_data table.

To modify information in the History tab, do the following.

  1. In the Full Description field, enter descriptive text about this data instance. This field might appear in list view reports.
  2. In the Usage field, enter text for later reference describing any special considerations, usage, or other facts about this instance. This field is rarely included in list view reports.
  3. Click View Full History to open a new window that displays the previous history of this instance since it was created in or moved to the current system.
  4. To add a memo, enter text in the Add Memo field and then click  Add Memo  to add the text to the memo area in the top part of the form. This text becomes part of the history.
  5. Select the check boxes for any two versions of this rule to compare them using the Rule Compare utility. When you have selected two versions, click  Compare  to view the comparison. See About the Rule Compare utility.
  6. The Pencil icon, if present, indicates that an earlier version of this data instance is available.
  7.  

    If the checkout capability applies to the ruleset containing this data instance, you can click Pencil in the row below the history line of interest to see an older, historical copy of this data instance. You can then use the Restore toolbar button to make the older copy become the current copy. See Restoring an earlier copy of a rule after check-in.

 

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