Enabling field history tracking

You can select fields to track and display the change history, using the History related list of an object. The field history data is retained for the duration permitted as per the Salesforce policy on data storage. Whenever a user modifies the fields, an entry gets added to the History related list. All entries include the date, time, nature of the change, and the user who made the change. Not all field types are available for historical trend reporting. Certain changes, such as case escalations, are always tracked.  

Refer to the table below for the list of objects and their fields for which history tracking feature is available. History tracking is enabled for only a selected set of fields. Salesforce limits the number of fields per object and the duration for which history tracking can be enabled.

Setting up field history tracking

For a new installation of Q2 Origination, you can set up history tracking at the time of implementation. For upgrade to a newer version of Q2 Origination, Field History Tracking option can be set up manually. Similarly, you can disable any default field history tracking settings. Field history is tracked from the date you set up this option for a field. 

Prerequisites

None.

Steps

Perform the following steps to set up field history tracking on an object's fields:

1. Log in to your Salesforce account.

2. Go to Setup > App Setup > Create > Objects.

3. Scroll to the required object and select on it. For example, CL Contract. The object details page is displayed.

4. In the Custom Object Definition Detail section, select the Track Field History check box. This selection defines that history must be tracked for the fields of this object.

5. Scroll down to the Custom Fields & Relationships section and select Set History Tracking to select fields of the object for tracking history. You can edit earlier selections also at this time.

6. Select the fields for which you want to enable history tracking and select Save. For example, Last Accrual Date. In the Custom Fields & Relationships region, the Track History check box is now selected for the fields for which history tracking is enabled.

Customizing the page layout to view field history

If you are upgrading Q2 Origination from an earlier version, you must customize the page layout to include the history information.

Prerequisites

None.

Steps

Perform the following steps to customize the page layout to include field history:

1. Log in to your Salesforce account.

2. Go to Setup > App Setup > Create > Objects.

3. Scroll to the required object and select on it. For example, Charge. The object details page is displayed.

4. In the list of links, select Page Layouts.

5. Select Edit next to the page layout to be modified.

6. On the layout page, select Related Lists in the Quick Action box.

7. Select the History field and drag it to place it on the page as required. For example, Original Amount History.

8. Select Save. This adds the history tracking fields to the page.

For upgrades Field History Tracking has to be done manually.

Field history tracking has been enabled on the following objects and fields in Q2 Origination: