Activity History

A chronological view of key actions performed on a business record.

Overview

Activity History gives users a record-level timeline of important system and user actions. It captures lifecycle promotions, version creation, geolocation changes, and modified activity entries.

The standard activity widget can be placed on a view layout to display user details, action information, and timestamps without requiring users to leave the record.

Configured capability

What the Capability Enables

Display a chronological history of record-level actions.
Show the user, timestamp, and action details.
Filter activity history by activity type where supported.
Give authorized users quick record-level visibility.
Support traceability across lifecycle, versioning, geolocation, and modification events.

Operational capability

Core Capabilities

Record-Level Activity Timeline

Display the latest and older activities directly on the business record in chronological order.

What this enables

View activity beside the business record.
Review entries in time order.
Understand who acted and when.

Use cases

Check when an agreement was closed.
Review who created a version.
Inspect the last activity before investigating an issue.

Standard Activity Widget Configuration

Add the predefined Activities widget through Design Studio and control whether everyone or selected roles can see it.

What this enables

Add Activity History to selected layouts.
Control role-level visibility.
Reuse the widget across business types.

Use cases

Expose agreement history to legal teams.
Limit quality history to managers and auditors.
Show project activity only to project managers.

Activity Type Visibility

Review implemented activity types such as promote actions, geolocation changes, version creation, and modified entries.

What this enables

Track lifecycle promotions.
Track version creation.
Track geolocation and modification events.

Use cases

Review only promotion events.
Confirm versioning occurred at the right stage.
Inspect location-related actions.

Configured process

How the Capability Works

1
Open the type view layout in Design Studio.
2
Select the standard Activities widget.
3
Place it in the required view section.
4
Configure visibility for everyone or selected roles.
5
Save the layout and validate the timeline on the record page.

In practice

Customer Scenarios

Scenario 1

Lifecycle review

The timeline shows a promotion, the responsible user, and its timestamp.

Scenario 2

Version trace review

A version creation event appears alongside other record activity.

Scenario 3

Operational investigation

A user reviews recent actions without checking separate logs or tools.

Configuration and governance

Controlled by Configuration

Configure Activity History as a standard record-view widget.
Restrict widget visibility by role.
Log implemented promote, location, version, and modification checkpoints.
Provide traceability without exposing unrelated administrative screens.

Customer value

Improve transparency around record movement and changes.
Support audit and investigation from the record page.
Reduce dependency on manual tracking and separate logs.
Complement lifecycle, versioning, and geolocation with a clear timeline.

Advanced Search & Analytics

Understand Who Acted, What Happened, and When

Keep important lifecycle, version, location, and modification checkpoints visible in the operational record context.

Configure Protrak for Your Business Explore Advanced Search & Analytics