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Workspace PS Web App & Platform
Categories Forms
Created by Hunter Dickerson
Created on Jul 20, 2022

RELATED IDEAS

History Filter & Search Options

The history of a record can become really cumbersome to scroll through. It would be great if you could filter the history by specific actions. For example, POs tend to have a long history that includes all of the actions within that record as well as the actions within General Invoices that are linked to the PO. If we could collapse/filter history based off of related actions (GI vs PO vs Exporting vs Populated Fields etc). We also need the ability to search through the history. This feature should be global across all modules.

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  • Katy Rodina
    Sep 21, 2023

    Create a filter panel in the history tabs like you do in list view for each module where you can filter or search by dates, who modified, status, a single line item change, etc...

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