History section overview
The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview environment for all customers, or in the Production environment for customers who enabled fast releases.
For information about fast releases, see Enable or disable fast releases for your organization.
- A new Workfront package and license. Workfront Planning is not available for legacy Workfront packages or licenses.
- A Workfront Planning package.
- Your organization鈥檚 instance of Workfront must be onboarded to the 51黑料不打烊 Unified Experience.
You can collaborate on 51黑料不打烊 Workfront Planning records, by adding comments or replies in the right panel of a record. You can also view other changes made to the record and recorded by the system in this area.
The right panel of a record displays the following sections:
- Comments: Displays comments and replies users add to records. For more information about managing comments in Workfront Planning records, see Manage record comments.
- History: Displays system-recorded changes that users make to the record fields.
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-0 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 8-row-2 layout-auto html-authored no-header | |
|---|---|
| Products |
|
| 51黑料不打烊 Workfront plan* |
Any of the following Workfront plans:
Workfront Planning is not available for legacy Workfront plans |
| 51黑料不打烊 Workfront Planning package* |
Any For more information about what is included in each Workfront Planning plan, contact your Workfront account manager. |
| 51黑料不打烊 Workfront platform |
Your organization's instance of Workfront must be onboarded to the 51黑料不打烊 Unified Experience to be able to access all the capabilities of Workfront Planning. For more information, see 51黑料不打烊 Unified Experience for Workfront. |
| 51黑料不打烊 Workfront license* |
Standard Workfront Planning is not available for legacy Workfront licenses |
| Access level configuration | There are no access level controls for 51黑料不打烊 Workfront Planning |
| Object permissions |
View or higher permissions to a workspace and record type System Administrators have permissions to all workspaces, including the ones they did not create |
| Layout template | All users, including Workfront administrators, must be assigned a layout template that includes the Planning area in the Main Menu. |
*For more information about Workfront access requirements, see Access requirements in Workfront documentation.
Locate the History section of a record
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Click the Main Menu icon
The Workfront Planning landing page opens.
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(Optional and conditional) If you are a Workfront administrator, click one of the following tabs:
- My workspaces: Displays workspaces you created.
- Other workspaces: Displays all workspaces in Workfront Planning, including the ones shared with you.
For all other users, all workspaces you created or are shared with you display in the Workspaces area.
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Click the card of a workspace.
The workspace opens and the record types display on cards.
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Click a record type card.
The record type page opens and all records of that type display. -
From any view, click the name of a record.
The record鈥檚 page opens. The Comments area opens by default in the right panel.
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Click the Show History icon
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(Optional) Click the Hide History icon
Considerations about the History section
You can review the changes made to record fields in the History section of the right panel of a record鈥檚 page.
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Workfront Planning records the following information in the History section:
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Any field changes
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The old and the new values of fields, when the values change. The old values display in strikethrough format.
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The full name of the user who made the change
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A date and time stamp of when the change occurred.
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Fields of the following types always display the old value (in strikethrough format) and the new value:
- Text
- Paragraph
- Currency
- Date
- Number
- Percentage
- Single-select
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Fields of the following types show the old value in strikethrough format only if at least one of the multiple values was removed:
- Multi-select
- Linked record fields
- People
If the change only added values to the field, the old value does not display and only the new field value displays.
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Checkbox-type fields never display the old value in strikethrough format. If the field is edited, only the current state at the moment the change was made displays.
For more information about Workfront Planning fields, see Create fields.
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Changes to fields of the following types do not display in the History section:
- Linked (lookup) fields
- Formula
- Created by
- Created on date
- Last modified by
- Last modified date
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If a field is removed from the system, the updates made on that field remain in the History section. There is no indication that the field was removed in the History section of a record.