Tracking changes within a Submission now became much easier! With the release of the new History Tab, users can see how different submissions evolved throughout the workflow process. Let's check out the details below!
Table of Contents
Enabling History Tab
By default, the History Tab will be disabled within the View Submission 2.0 page. To enable, navigate to your Enterprise Setup > Beta > Beta:
History Tab Setup
Once the History Tab setting has been enabled, an option within the Site/WebStorm setup will allow Administrators to choose the visibility of the History Tab. You can access this setup through Site Setup > Ideas > History Tab.
By default, the History Tab is available for all System, Pipeline and Community Administrators, as well as Moderators and Analysts. If Administrators want to extend the visibility to other users, they may allow everyone to view History Tab, allow just Evaluators, or may restrict to just Administrators and Moderators.
Viewing Submission History
Once this setting has been enabled, you will see a new tab appear next to Business Impact within the View Submission 2.0 page:
History Tab Content
The History Tab will show a list of changes/events that were made to the submission. This list will be in reverse chronological order (from most recent to oldest).
The History Tab will show which user it was updated by and when the change was made.
NEW: Updates have been implemented to allow for editing and tracking changes of Idea Owners. The History tab of each Submission will include previous Owners and which User made the change.
Reminder: As part of the Winter 2019 Product Enhancement, the Owner field can now be enabled for any App
- Owner can now be edited directly from View Idea 2.0/NGA View Idea
- Changes to the Owner will now be tracked in the History tab
- This includes changes from manual editing as well as changes from Find Owner action items
Below are the types of changes that will reflect within the History Tab: