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Change information on entries

”Entered on, “Changed on” and “Activated by” on the More Info tab

Operating mode

Cloud Suite

ON-PREMISES

Modules

Services & CRM

Budget & Phases

Purchases

Resource Planning

Business Intelligence

Created: 19.10.2009

Machine translated

Updated: 08.06.2023 | Added a note that change information will also be updated for new custom items.

The More Info tab shows when the entry was created, when it was last modified, and by whom.

The project also shows who activated it:

Attributes that only indirectly belong to the entry are also considered as change information, such as custom fields, commschannel, address layout, etc. If the content of a custom field is changed on a project or a new custom field is created on the class, the information about the date and person of the change is also entered on the project.

The modification is propagated in the following cases:

Classes	Receives information about change to:
Address entry (persons, companies, contacts, couples, simple addresses)	Address CommsChannel AddressLayout
project	UserLinkProjectLink (assignment of users to project) ProjectReportLink (assignment of project reports to project in versions prior to 6.0)
downpayment	InvoiceAdvanceLink (the downpayment is assigned to an invoice)
phase	OperatorPhaseLink (assignment of users to phase) ActivityPhaseLink (assignment of services to phase) Expense typePhaseLink (assignment of expense types to phase) Outlay typePhaseLink (assignment of outlay types to phase)
Project Type	Project typeEditorLink (assignment of users to project type) Project typeActivityLink (assignment of services to project type) Project typeExpense typeLink (assignment of expense types to project type) Project typeOutlay typeLink (assignment of outlay types to project type)
currency	Course
user	User group assignment Absences EditorDefault
ReportWord	ReportWordDoc (Change to the entries in the Document Templates field of Word and Excel report templates (Office reports))
outlay	DisposalPosition
Abstractfolder (folder, Expressionfolder, Sqlfolder, Query folder)	GridDef (List settings)
GridDef (List settings)	GridColDef (column definitions)
User Entry (everything except folders)	custom field item
QueryFolder	QuerySource (query sources)

This also works in several stages. For example, if the column width of a list of a folder is changed, this is propagated via GridDef (see list) to the folder and its ModifiedDatetime is changed.

In the following cases, the transfer also works in the other direction:

Entry	Folder (for keywords)
user	Groups (assignment to user groups)

Access via ocl

On all entries

Member	ocl	Return value
Entered on	creationDateTime	DateTime
Created by	creator	user
Amended on	modifiedDateTime	DateTime
Amended by:	Modifier	user

In addition to project

Member	ocl	Return value
Activated by, on	activator	String containing the user’s abbreviation and the date

Change information on entries

Address entry (persons, companies, contacts, couples, simple addresses)

project

downpayment

phase

Project Type

currency

user

ReportWord

outlay

Abstractfolder (folder, Expressionfolder, Sqlfolder, Query folder)

GridDef (List settings)

User Entry (everything except folders)

QueryFolder

Entry

user

Access via ocl

On all entries

Entered on

Created by

Amended on

Amended by:

In addition to project

Activated by, on

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