Logging Text Field Edits

When a user edits a field in your Quick Base application, he overwrites the existing value with a new value, replacing whatever had been there before. But what if you want to keep a record of changes to a particular field? For example, say you have a notes field in which many different staff members enter progress updates and explanations. If you want to keep a record of everybody's entries in a running log, you can do so with a Text - Multi-line field that has been set to keep every edit and add a timestamp and the name of the person who made the change. These fields are sometimes referred to as append fields. All the entries display when the field is viewed or edited:


An append field on an edit form. Whatever you type in the white box would append as a third entry.

To log entries on a Text - Multi-line field:
  1. Create a new field and make its type Text.

  2. Within the Fields list, click the field name to open its properties page.

  3. Within the Text field options section, select the Log the edits to the field, and show them on forms checkbox, and select an option:

  4. Tell Quick Base where to add the latest entry.

    Just below the options mentioned in step 3, you can tell Quick Base where to add the new entries in the field: select the Show new entries at the bottom of the field checkbox, or unselect it to add the latest entry to the top of the list).

  5. Set how user names are formatted in the append field.

    Within an entry, Quick Base can record the user's full name, or user name. To insert a full name, select the Show full names instead of user names checkbox. To use a user name instead, turn this checkbox off.

  6. If you want, include a timestamp.

    To insert a time after the date recorded for each entry, select the Show the time in addition to the date checkbox. When you do so, the append field records date and time of each entry.

  7. Click Save.

Tip: If you include an append field in a report, it often takes up a lot of room because it contains so much text. If you want, you can display only the last entry in the append field. To do so, create a formula-text field to hold the value and display that field instead of the text field.

If you find that you want to edit some previously-entered data in your append field you can, by temporarily turning off the append feature. To so do, access the field's properties page (right-click the field label on any form and select Edit the field properties for this field). Follow step 3 above (except unselect the checkbox), save your changes, return to the record in question and edit the data. Then return to the field's properties and reselect the checkbox.

 

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