Version History Panel

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The Version History panel lists saved versions for a record or settings configuration screen and the details associated with each revision. It appears throughout the system wherever versioning is available.

From this panel, users can:

  • Open past, current, and future versions of the associated record or settings configuration screen.


Security

The Version History panel does not have a dedicated permission. Access follows the permissions defined for the record or screen it belongs to. See the related record or screen documentation for permission requirements.


Navigation

Click the History button to open the Version History panel for supported records or screens.


Version History Buttons and Fields

Button/Field

Description

1

X (close) button

Closes the Version History panel.

2

Future/Current/Past Sections

Group of versions based on their effective date (future, current, or past).

Only sections with versions are displayed.

3

Version card

Summary details for a single version:

  • Effective date

  • Date version was last saved

  • User who last saved the version

4

View button

Opens the selected version to display its details.

‘Viewing’ is displayed when the version is already open.