Purpose
History provides a comprehensive audit trail of all record changes across the TRUE system, allowing administrators to determine if modifications were made in error, excess, or exactly as anticipated. The module tracks user activity, system actions, and record modifications with timestamps for compliance reporting and troubleshooting.
Access Path: Gear Icon > History
History List View
| Search | Enter text to search for specific history records |
| Advanced Filter | Opens detailed filtering options by type, user, date range, activity, module, or record |
| DATE | Displays the date and time of the recorded action |
| USER | Shows the name of the user who performed the action |
| MODULE | Indicates the module where the action took place |
| ACTIVITY | Describes the specific action or change made |
| 📄 Icon | Generate PDF reports related to history records for audit and compliance purposes |
| ↻ Icon | Refreshes the list view |
Selected History Record
| Date | The date and time of the recorded action |
| Type | Indicates if the action was Automatic (system-generated) or User-initiated |
| User | The name of the user who performed the action |
| Module | The module where the action took place |
| Record | The specific record affected by the action |
| Activity | A detailed description of the action or change made |
Advanced Filter
The Advanced Filter provides detailed filtering capabilities to narrow down history records by specific criteria.
| Type | Filter by the type of action (e.g., Automatic, User-initiated) |
| User | Filter by the user who performed the action (dropdown of all users) |
| Date Range | Set a specific time period for the history records |
| Activity | Filter by the type of activity or change made |
| Module | Filter by the module where actions occurred |
| Record | Filter by specific records affected |
Tip: To clear previous search criteria, select the X icon next to the search options.
Frequently Asked Questions
Common questions about tracking, filtering, and reporting on system history.
Viewing History
History records can be organized by different criteria to find specific changes.
Organization Options:
- By Date: Prompts for a date range to view history within a specific time period
- By User: Provides a dropdown menu of all users to filter by who made changes
- By Module: Allows selection of a specific module and record to view related history
Tip: Use the Advanced Filter for more precise filtering when searching for specific changes.
The Type field distinguishes between system-generated and user-performed actions.
Action Types:
- Automatic: System-generated actions triggered by workflows, automations, scheduled tasks, or integrations. These occur without direct user interaction
- User-initiated: Actions performed directly by a user through the interface, such as creating, editing, or deleting records
Reporting & Compliance
History records can be exported as PDF reports for audit and compliance purposes.
- Navigate to Gear Icon > History
- Apply any desired filters using Advanced Filter to narrow results
- Click the 📄 icon to generate a report
- The report exports as a PDF containing all filtered history records
Filter history by user to see all actions performed by a specific team member.
- Navigate to Gear Icon > History
- Click Advanced Filter
- Select the user from the User dropdown
- Optionally set a Date Range to limit results
- View all actions performed by that user
Note: You can also view user activity from the Users / Access module by selecting a user and viewing their Usage tab.
Filter history by module and record to see the complete change history for a specific item.
- Navigate to Gear Icon > History
- Click Advanced Filter
- Select the Module (e.g., Contracts, Jobs, Invoices)
- Enter or select the specific Record
- View all changes made to that record over time