View logged manual changes to document definitions in Optimize
Changes that are made manually to single-item fields and identifiers in document definitions in Optimize are logged and can be viewed.
Manual changes to these items are logged specifically:
- Single-item field status
- Field activation status (when a field is activated/deactivated, for example)
- The value position of identifiers
- Expected string format ("Format changed from X(3-16) to X(3-13)", for example)
- Lead text
Note sendersender name, description, or number, as well as
changes made to line items are not logged.
To view logged changes for a document definition in Optimize:
-
Open the
Optimize
module and double-click an
document profile to display the
document definitions that are connected to it.
- Tip! - If you want to see all document definitions that are currently in the system, simply remove the text found in the text box above the Document profile column.
- In the list that is displayed, right-click the document definition that you want to view logged changes for, and select Open.
- Click .
-
A dialog is displayed with each change listed including these
entries:
A timestamp (indicating when the change was done) and User (the name of the user that made the changes)
- Field type - the name of the field that was changed
- Description -
the nature of the change (such as,
Field activated/deactivated and
Value position changed)
Note The dialog is empty if no appropriate manual changes have been made to the selected document definition.
- Click Close to close the dialog.