Append Changes Configuration
- Support Desk
- Lisa Barnett
Owned by Support Desk
Applies To Version(s): 4
Overview
- Use this feature to track who has added or edited data in a multiple lines of text field on a form. Every time the field is edited the details of what was entered along with the name of the person who edited the field and the date and time it was saved will be automatically captured and listed below the field.
- Each new edit is listed below the multiline field. Details that were previously entered and saved cannot be changed.
Requirements/Dependencies
To use this feature, the following is required:
- Login with ShareVision Administrator permissions
- A list with a column (field) whose type is set to Multiple lines of text and with the type of text set to Plain text
How to Add the Append Changes to a Multiple Line Text Column (Field)
Once you have selected a list that has at least one multiple line text column that you want to add this feature to:
- Login to ShareVision with a user account that has Site Administrator permissions.
- Select the gear in the upper right hand corner and then select Site Administration
- When prompted, enter your ShareVision Administrator username and password and select Sign In
In Site Administration, go to the Features and Utilities section and select Append Changes Configuration
Note: The list of items in this section of your Site Administration may be slightly different. The items displayed are dependent on the type of ShareVision subscription and/or if any add-ons were purchased.
- Select New Item
- Next, select the List that you want to add this feature to
- Next, you will need to select which Content Type to add this feature to. If there is more than one Content Type on the list and you would like to add it to all Content Types, select: (All Content Types)
- In the Note Fields, you will now need to select which multiline text fields on the content type(s) to add this feature to. Note: If there is more than one multiline text field, you can select more than one
- Select Save
- The Append Changes Configuration Item that you just added will be listed in the list.
Staff User Guide
Once the Append Changes feature has been configured, here is how the feature works:
- Go to a form with a multiline field that has the feature enabled. In this example, we will go to the Daily Journal.
- Edit an existing item in the list.
- Enter information in the Journal entry field.
- The previous edits in the Journal Entry field will be listed below the Journal Entry field and are read-only (cannot be edited).
- When you view a Daily Journal, the Journal Entry field will display the various updates like:
