This feature will allow you to see an edit history for your projects within VallenIQ. Most edits that are made to project details or line items will be captured as an Edit History event.
Having visibility into what changes were made, by who, and when, will allow both admins and specialists to clearly see how their projects change over time. Additionally, correcting mistakes and troubleshooting issues will become a much simpler process with this feature.
There are two components to the Edit History feature - Project Edit History and Line Item Edit History.
Project Edit History
Project Edit History gives you an understanding of what changes were made at the project level. All events in Project Edit History will be sorted chronologically from newest to oldest.
Some examples of events that qualify for Project Edit History include:
- Project creation
- Any changes made to Customer Information
- Project Status updates
- Merged projects
- Changes to Last Pick setting
- Transfer of ownership
- Project refresh
- Custom Export
- Etc.
Project Edit History can be accessed by selecting the ‘Edit History’ button located above the Filter Toolbar:
When the Edit History modal is opened, you will first see the ‘Project Edit History’ tab. The columns in this tab will show:
- Event: Short summary of historical events
- History: Description that covers what changes were made
- User: User that made the change
- Date and Time: When the change was made
The ‘Line Item Edit History’ tab will be a running list of all edits made to all line items within a project. These events should align with the edit history events shown in each individual line and all events in this tab will be sorted chronologically from newest to oldest.
For this reason, along with the columns described in the previous section, we’ve included ‘Ref #’ to the left of the ‘Event’ column.
Line Item Edit History
Line Item Edit History gives you an understanding of what changes were made at the line item level. All events in Line Item Edit History will be sorted chronologically from newest to oldest.
Some examples of events that qualify for Line Item Edit History include:
- Line Was Assigned
- Changed Status
- Line Was Updated Using Create & Update
- New Part Was Created Using Create & Update
- Accepted Multiple Vallen Match Suggestion
- Accepted Did You Mean Suggestion
- Added/Removed Alternate
- Added Comment
- Etc.
Line Item Edit History can be accessed by clicking the new Edit History logo located in the rightmost column of every line item:
Once opened, the Edit History table will look the same as the tables covered above:
Note that projects created prior to this feature's release on 1/28/21 will not contain edit history events, but all projects created in VallenIQ moving forward will track edits.