History[edit]


= History =

History tab displays the entire lifecycle of an Agreement in the form of logs. Here you can view all the logs relevant to the action taken on the selected Agreement in the specific state. It also displays the date, time, and by whom the action was taken. History logs can be viewed either using the "Grid"&nbsp;or "List"&nbsp;view.&nbsp;By default, the "Grid"''&nbsp;''view is selected.&nbsp;If there are no changes made to the Agreement,&nbsp;"No Changes Made"''&nbsp;''under the Detail grid column.

Follow these steps to view the&nbsp;History:

#'''Click'''&nbsp;&nbsp;"Agreements" menu&nbsp;on the top''.'' This opens the Agreements&nbsp;Index page listing all agreements. 
#'''Click'''&nbsp;"View&nbsp;Details"[[File:View.png|RTENOTITLE]]&nbsp;icon in the last column of the agreement&nbsp;whose historical logs you want to view. 
#<div class="image-green-border">'''Click'''&nbsp;"History" in the left pane. ('''Note:''' If the left pane is collapsed, expand it to view the "History" tab)&nbsp;This displays all the history&nbsp;related to that Agreement in "Grid&nbsp;View" as it is selected by default. You can jump to the&nbsp;list view by clicking the "List View" button on the extreme right above the grid.</div>  
<div class="image-green-border">[[File:8.0-History-Grid1.1-red.png|720px|8.0-History-Grid1.1-red.png]]</div> 
Let’s go through both Grid and List view in detail:

'''Grid View'''

Grid view dramatically reduces the time required to go through the complete list of available logs to find a specific one by displaying the logs in a tabular form.&nbsp;Using this view, you can easily refine your search for any specific historical log using "Refine Search Here" at the right top of the grid.

You can further sort your results by using the Filter provided in each column.
<div class="image-green-border">[[File:8.0-History-Grid-Filters.png|520px]]</div> <div class="image-green-border">&nbsp;</div> 
Follow these steps to search the log:

#&nbsp; 
#You can refine your search by selecting the ''Status ''provided: 

:
:*All: displays the logs for all states. 
:*Draft: displays the&nbsp;logs when the Agreement is&nbsp;in ''Draft'' state. 
:*Approval: displays the&nbsp;logs when the Agreement is&nbsp;in&nbsp;''Waiting for Approval ''state. 
:*Execution: displays the logs when the Agreement is&nbsp;in ''Executed'' state. 
:*Post-Execution:&nbsp;displays the logs after the Agreement is ''Executed''.   
<ol start="5">
<li>The results matching your selection are displayed on the page in the tabular form.</li>
<li>You can further refine your search using the ''Refine Search'' field. For example, you can either type the initials of user name who created the Agreement or type initials of the Event. This filters the results to display only those records that match your search.</li>
<li>You can sort your search results further by clicking the ''Filter'' [[File:Filter.png|RTENOTITLE]]&nbsp;icon provided in each column. '''Click''' the ''Filter&nbsp;[[File:Filter.png|RTENOTITLE]]'' icon and choose the options relevant to your search in the fields.</li>
</ol>

&nbsp;

'''List View'''

The&nbsp;''List&nbsp;''view displays the complete list of historical logs available. You can refine your search by selecting&nbsp;the specific ''Status'' provided on the page.&nbsp;
<div class="image-green-border">[[File:8.0-History-List-view1.png|720px|8.0-History-List-view1.png]]</div> 
'''Click''' ''Hide/Show All Changes'' to view the old and new value for that specific log.