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  1. Welcome to the Data Director User Guide
  2. Introduction
  3. Getting Started
  4. Part 1: Data Director with Business Entities
  5. Part 2: Data Director with Subject Areas
  6. Part 3: Tasks and Reviews

Investigating Data Changes in a Record

Investigating Data Changes in a Record

Use the
History
view to investigate data changes in a record.
  1. With the record open, select the
    History
    tab.
    The tabs that appear in the open record depend on the Data Director configuration and your user role privileges.
    The
    History
    view opens. Changes to the record appear on the timeline.
  2. Optionally, select filters to show or hide different types of events.
  3. Optionally, select a time unit to group data events. To do this, click
    Options
    and choose a different timescale. For example, select
    M
    to select a monthly timescale.
    The following image shows data events grouped under the month of October: A screenshot showing the History view for the business entity John Smith. The data event labelled Email is highlighted. The email address for the business entity in the Before column is different from the email address in the After column.
  4. Click the event labeled
    Email
    .
    The event details panel shows the record details before and after the event and the time when the record was updated. In this example, the email address has changed from jsmith@example.com to jxsmith88@example.com.
  5. Click the event labeled
    SMITH, JOHN
    .
    The following image shows that the display name of the record changed from John Smith to John Xavier. A screenshot showing the History view for the business entity John Smith. The data event labelled Smith, John is highlighted. The display name for the business entity in the Before column is different from the email address in the After column.

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