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Conga Support

Viewing a Project's History

The History feature records all of the changes made to the fields in the Project Profile screen, including changes to the Additional Fields that have been added by your Administrator. The changes made to a project are viewed from the History browse screen in the Project Profile.

  The History file will also include a Flow Invalidated record if a user has invalidated (vs. completing) a flow linked to the Project Profile. The Flow Invalidated record includes the name of the person who invalidated the flow, along with a date/time stamp.

A

History link

Click to display the History screen.

B

History records

View the changes that has been made to the Project Profile. The first history record in a browse screen for all project profiles is the creation date.

Note: A change has been made if there is information in the Original Value column for a field. The new value for the field is displayed in the corresponding Updated Value column.

C

Sort option

If you want to change the sort order of the data in a column, click on the column heading to toggle the sort order.
 

D

Column Display option

Click on the arrow  icon to the right of any column to display the Sort/Column menu, and select Columns to display a list of available fields. Select the fields you want displayed in the browse screen by clicking in the check box to the left of the field.

E

Reorder and Resize Columns

  • To resize a column, mouse over the right or left border of the header until the resize icon appears. Then, click on the border and drag it until the column is the desired width.
  • To move a column to a different location in the browse screen, click on the column header and then drag it to the left or right, and drop it in the desired location. If you are successfully moving a column of data, the icon displays during the move.
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