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Project Stage Audit Trail

Viewing audit trails can be cumbersome when researching metrics related to project progressing through your project lifecycle or stages.   This script provides a custom field view from the project properties form capturing the stages changes for the project.  You can quickly see the path of the project from creation to closure!

Technical Description

In this form script, each time the project stage is updated, a line is added to a custom text area field showing

  • who made the change
  • when it was made
  • the values that changed

Dependencies

A text area custom field is created. The custom field can be modified manually or restricted to view only by form permissions.   The field will not be visible in List Views as it is a text area field.   The field is available for reporting.  Stage change must be made via the form edit approach.  Updating the script using the Run and Action bulk update will not update the text area field

Requirements

Scripting center

Project Stage Audit Trail

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