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angielawrence
angielawrence
Level 4
June 7, 2024
Solved

Tracked Custom Field Updates Reporting

  • June 7, 2024
  • 3 replies
  • 1294 views

I am currently tracking a custom field to show up in Updates a timestamp of who updated it. Is there a way to pull that "Updates" info into a report, even if I have to export the report and manually extract it from more info? We are moving that custom field from the project level to a document level, and I need to compare timestamps of that vs when documents were added to see which docs were added before the project level custom field was updated.

Thank you!

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Best answer by Madalyn_Destafney

Hi, so you're looking to see what was filled into that specific field/when/etc, correct? If so, I recommend a journal entry report...more on journal entry reports here.

3 replies

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity AdvisorAccepted solution
Community Advisor
June 7, 2024

Hi, so you're looking to see what was filled into that specific field/when/etc, correct? If so, I recommend a journal entry report...more on journal entry reports here.

If this helped you, please mark correct to help others : )
    angielawrence
    angielawrenceAuthor
    Level 4
    June 7, 2024

    Hi Madalyn -  I am specifically looking for the System Activity entry OR if there is some buried timestamp for when the custom field was updated. I need to know that Custom Field XYZ was updated on Date. Thank you!

    Madalyn_Destafney
    Community Advisor
    Madalyn_DestafneyCommunity Advisor
    Community Advisor
    June 7, 2024

    Journal entry is still your best bet on report type. Can show when fields were updated, old vs new text value, etc.
    For example you' start with change type as Edit then go from there to specify timeframe, certain users, anything else appropriate.

    If this helped you, please mark correct to help others : )
    RandyRoberts
    Community Advisor
    RandyRobertsCommunity Advisor
    Community Advisor
    June 11, 2024

    Or you could use a calculated field like I did for this:

    This field lists all the statuses of a project and the date they changed.

    LEFT(IF(LEFT({DE:Project Status History_},LEN(IF(ISBLANK({status}),"-",{status})))={status},{DE:Project Status History_},CONCAT(IF(ISBLANK({status}),"-",{status})," (",$$NOW,") | ",{DE:Project Status History_})),2000)

      angielawrence
      angielawrenceAuthor
      Level 4
      June 18, 2024

      @randyroberts Thank you! I'm actually trying to get the dates a specific custom field was updated, not the project overall. But I appreciate the help!

      RandyRoberts
      Community Advisor
      RandyRobertsCommunity Advisor
      Community Advisor
      June 18, 2024

      I meant for that to be a guide as to how to do it yourself, not a copy and paste solution. All you really have to do is replace the source and target fields.

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