User Guide

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Viewing Record Versions in the Timeline View

Use the

Timeline

view to view the versions of a record. The

Timeline

view displays a chronology of versions over the lifespan of a record.

From the Search Results panel of the

page, open the record that you want to view.

Click the

Timeline

tab.

In the middle panel, select a date range to view the versions of the record.

The versions appear in descending order.

To select a time unit to group data events, in the middle panel, click

Options

, and select a different timescale. For example, select

to select a monthly timescale.

In the middle panel, select a version.

The details of the record version appear in the right panel.

In the right panel, perform the following actions:

To view the data changes in the version, click

More Actions

Open Version History

. For more information about viewing data changes in a version, see Viewing Record Versions in the Timeline View.

To edit the version, click

More Actions

Edit Version

The

Business Entity

view appears.

To add a version to the record, click

Add Version

The

Business Entity

view appears.

To view the version of a child record, perform the following steps:

In the left panel, expand a child folder and select a child record.

In the middle panel, select a date range to view the versions of the child record.

The versions of the child record appear in the middle panel in descending order.