System Notes for Changes Made in Text Type Fields
Changes made to records or fields, including those made to custom fields, are normally tracked through System Notes.
Text type custom fields permit users to enter alphanumeric characters. Text type fields include:
-
Text Area
-
Long Text
-
Rich Text
-
Free-Form Text
Of these custom field types, system notes record the exact changes in values for the Text Area and Free-Form Text types only. The recorded values are taken from the transaction to which the field was applied. This is true only if the Store Value setting is checked for the field. When Store Value is not checked, no changes are recorded in the system notes. For the Long Text and Rich Text types, the only change recorded in the system notes is the number of characters that were entered.
On the System Notes subtab of a transaction, the line related to the custom field shows the old and new values after the user edits the transaction. The following table provides examples of what this could look like:
On the System Notes subtab of a transaction, the line related to the custom field shows the old and new values after the user edits the transaction. The following table provides examples of what this could look like:
|
Field Type |
Old Value |
New Value |
|---|---|---|
|
Text Area |
This is a test note. |
This is a new test note. |
|
Free-Form Text |
This is a test note. |
This is a new test note. |
|
Long Text |
Old: 20 Chars |
New: 24 Chars |
|
Rich Text |
Old: 519 Chars |
New: 523 Chars |
To track changes to custom field values, use the Text Area and Free-Form Text custom field types. System notes for these two custom field types provide details about the previous value entered in the field and the new value entered in the field.
For more information, see System Notes Overview.