Perform a search on the system's audit trail.

Record History

Information about every action performed on a record is saved in Tracker's record history. The History Page allows you to perform searches against this wealth of data. Perhaps you want to see what changes were made last week or locate records that moved from one workflow step to another. For example, find issues where the fix failed testing.

To run a History search, click on the History icon in the button bar. Make selections for the criteria. The Comment field accepts key word(s) to search the History Comment field available during the Edit and Task operations. If you would like to see the record data as part of the results, you can select a report layout for Record Columns. The criteria selected here will show us all actions performed by Developer One for the specified date range.

Search Criteria

The columns to the right of PRN are the columns in the report layout selected on the Search Page.

Search Results

For more details about the available search options, please review the Record History Help section.

Access to Tracker can be restricted by IP address. This is done by specifying either single IP addresses or ranges to note which are allowed to access Tracker. You can customize the message a user will see if they are denied access based on their IP address.

IP Address Restrictions

For more detail, check out the IP Address Restrictions information in the Online Help Guide.

Create transitions such that a user or group can approve or reject a request.

Approval Step

Requests can be assigned to a single user or can be routed based on the value of a field (e.g. requests are routed to the manager of the appropriate department for approval). Or, requests can be assigned to a group.

The approval step can be configured to capture who approved the request and the date and time the approval was given for use in reports.

Approval Fields

Get detailed steps in the Approval Step Knowledge Base article.

You can limit the data in a chart to include only items that match a saved query. This can be saved in the chart options or can be changed on the fly to be run one time.

Let's run the Project Status chart that comes out of the box. It shows a pie chart with all records in the system broken down by status.

Project Status

Now let's run the chart to show only urgent requests. To do this, select a saved query that returns those records in the Input Records option.

Input Records Option

Here's the filtered chart:

Project Status - Urgent Requests

The example above will only run the chart that way once. To save this in the chart, use the Edit option to change the Default Input Records property.

3 things you might not know about Pulldown fields:

They can be configured as a "Search" style Pulldown

A Pulldown field with 100+ option menu items configured can benefit from being set to use the Search style because it can be searched using a key word(s) to quickly locate the desired value.

Search Pulldown

To configure a Pulldown field to use the Search style:

  1. Login as Admin and click on the Admin icon.
  2. Click on the Fields link.
  3. Click on the Edit button to the left of a Pulldown field.
  4. Set Display Style to "Search" and click OK.

Obsolete values can be hidden

If you're a long-time Tracker user (Thanks! You rock!), there may be Pulldown values that are no longer used. A Pulldown menu item can be tagged as obsolete so the value stays in existing records, but doesn't show up as an option when new records are added to the system. Because these values are just marked obsolete, they're still in the system and can be included in report criteria, if desired.

For more details, please review the Maintaining Option Menu Items section of the Admin Help Guide.

Obsolete Item

Option menu items can be imported into a Pulldown field

A long list of items can be imported into a Pulldown field from an Excel spreadsheet or Access database using the procedure available in the Admin Help Guide.

Pulldown Import