Instant Audit Trail Of Custom Fields in OpenAir Without Running A Report
Did you know you could access the audit history of changes to custom fields in OpenAir without running a report?
If you are viewing a project form in OpenAir and want to see the historical changes of the custom field ‘Time Entry Allowed’, you can click on the field name and view the changes including who made the change, the date and time and what the previous and new values were.
How it works
Normally, when you are moving your mouse over the screen, your pointer icon appears something like this. When this quick audit feature is enabled, any custom fields that have a quick audit trail available will be links and therefore will change your pointer to a hand icon something like this when mousing over the field name.
The hand icon is an indication that the name of the field can be clicked to display the audit trail information.
Changes made to the fields prior to enabling this feature are displayed in the quick audit.
Any changes made to the field while proxied do not show the proxy information. Instead, the user who actually made the change is displayed.
Even after this feature is enabled, certain field types are not automatically available to be displayed in the audit pop-up until each field is enabled by NetSuite OpenAir Support upon request. The field types are:
- Text area
- Pick List
- Multiple Selection
- Allocation Grid
For example, if you have a custom Pick List field that you want to display audit information in the pop-up, you will need to request NetSuite OpenAir Support convert that specific field to a quick audit field. If you want to change the field back, you can set it back by modifying the custom field and selecting the option ‘Convert to extended audit.’
Note: This feature must be enabled by NetSuite OpenAir Support. The switch name is ‘quick in-page custom field audit report popup.’
