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History Tab Improvements for Admin and End User

History Tab Improvements for Admin and End User

Hi Community,

Sharing a very useful and new idea coming into my mind for the moment, Please take a look and feel free to come in comment box to share your views and feedbacks :-

 

For Admin :-

1) On every Type Admin should be able to configure fields to show in history tab for end user, As of now all fields change comes into the history tab and in some scenarios it makes confusion for end user and makes a very long list for the history page that affect the performance in terms of type loading.

 

2) Or field relevance rule should also apply to history tab, it means if any field is configured as never relevant on Type it should never come in History and if any field is only relevant to me then it's history should also visible to me only.

 

For End User :-

1) End user should have a option in History Tab to see history of any specific field rather then searching it throughout tab. E.g. I am a end user going in History Tab of let's say Test Plan and i only want to see the history of a specific field "Test Plan Run Count" then i should have a option to select from list of all visible fields to me on that type and then a pop window should come which shows entire history of only that field including historical value, Modified Date and Modified By. (I know we have a option saying "View Item Details As Of" but this doesn't cover the situation fully and requires more click in terms of easiness for end user)

 

What you think about this ?

 

Vielen Dank / Many Thanks,

Kapil Jain

8 Comments
Megha
2-Guest

👍

LLawton
14-Alexandrite

I absolutely agree, these would be great improvements.

Some of us had requested something similar many years ago.

Neeraj
3-Visitor

Will be definitely helpful to user community

mmittermeier
6-Contributor

Absolutely necessary and would be a great improvement

KartikOak
14-Alexandrite

Hello,

             As part of the Refreshed Web UI improvements, we are taking the following initial steps.

  • Pagination - User can decide how many records are needed on each page. This should help better manage the loading of information on the History Tab for items that have 1000's of edits.
  • A Find on Page that allows to only see changes made to a field like "State". All other field updates would not be shown on the page, unless changes to 'State' field are done along with other fields. The Find will help zero in on specific changes and only show those specific sets.
  • Export of information to Excel
  • Modified Date with Navigation to As-of & Modified By  with ability to launch Email client.


More coverage on this in a Brainshark in May'21

 

Thanks

Kartik
 
 

skamaraj
10-Marble

Hi @KartikOak ,

 

If search option holds filter or advanced filters (as like where filters in documents) it will be quite helpful. It will be great if its considered during implementation.

Also, extend this search support on history in CLI operations as well. This helps to handle when require to be processed for multiple items

 

Regards,

Sathish Kumar

kjain2
13-Aquamarine

Hi @KartikOak ,

 

Thanks a lot for considering this point very quickly. And making it to available for the business user in coming releases.

I am happy with the first version of implementation what you shared and considered. I do have some more ideas/related inputs around this point but they can be considered later after first implementation. I will share with you later.

 

Vielen Dank / Many Thanks,

Kapil Jain 

KartikOak
14-Alexandrite
Status changed to: Delivered

The Ideas has been partially delivered from the point of view of the end user enhancement. Please review the experience in the Refreshed Web UI and then help us separate out the admin requests from the end-user requests.