Change Tracking
- Tyler Bach
Overview
Change tracking is a functionality that visually marks modifications made to individual fields or entire forms throughout their lifecycle.
Table of Contents
Getting Started
Navigate to the form you’d like to add change tracking to and begin editing it.
Open the Form Settings by clicking “Settings” at the top of the page.
Click the “Change Tracking” tab.
Enable/Disable change tracking on a field-by-field basis
Important: Change tracking only records modifications made after it has been enabled. Forms submitted before the activation of change tracking will not have prior changes tracked.
Tracking Options
This table outlines the various options available for managing change tracking on a field-by-field basis.
Option | Functionality |
|---|---|
Track Changes | Enables basic change tracking on a specific field. Modifications to a field trigger a "Completed With Changes" status on a Validation form and activate visual indicators for reviewers. See the Visual Indicators section for more information. |
Highlight Field | Highlights modified fields in the "Show Changes" tab during application reviews. |
Track All Fields | Activates the "Track Changes" feature for all fields in the form, applying change tracking uniformly across the document. |
Track No Fields | Disables the "Track Changes" feature for all form fields, preventing any change tracking on the document. |
Visual Indicators
When changes are made to a field with tracking enabled, the following visual indicators are displayed:
Highlighting:
The field is outlined in a specific color to visually signify changes:
Blue for changes made by staff members.
Green for changes made by parents.
Original Value Box:
A small text bubble is displayed below the modified field, showing the original value prior to any changes. This bubble uses the same color scheme as the highlighting described earlier, providing a consistent visual cue for easier identification of changes.