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Planview Customer Success Center

How to track changes on fields for which there is no history tracking option

Question

Request History, for example, does not provide information on changes to following fields:

- Originating request
- Short description
- Reference number
- Details
- Estimated hours/ expenses/ service costs/ product costs

Is there any way through which history tracking can be enabled for such fields?


Answer

A calculated configurable field can be used as an alternative, with the help of a “CPCALC_” stored procedure. Set the configurable field to be calculated each time the entity is saved, which would only act as a trigger for running the stored procedure each time the entity (e.g. request) is saved. Inside the CPCALC procedure, monitor the changes to the desired fields.

Note that this option should be used only if it is absolutely necessary, as the system performance can be affected if the procedure contains complex operations.