Record History

This article is specific to the updated TrackVia UI released in Fall 2026

Record history lists every save made to a record, who made each save, when, and which fields changed, with the old and new values. Super Admins and Admins can always see record history. Limited users see it when history is turned on for the account.

Record history: before you begin

• Super Admins and Admins always see History in a form's More menu.
• Limited users see History only when limited user access to history is turned on for the account. Turning it on lets every limited user in the account see record history.

Record history: open a record's history

1. On the record's form, click More (the three-dot menu).
2. Click History.

On a form's own page, record history opens in a panel beside the form, and you can keep using the page. Drag the history panel's left edge to make it wider or narrower. Clicking outside the history panel doesn't close it.

In the side panel, record history opens over the form. Moving to another record or closing the side panel also closes record history.

Press Esc or click the close button to close record history and go back to the form.

Record history: what each entry shows

• The newest saves come first, grouped under Today, Yesterday, and earlier dates.
• Each save shows the person who saved, "created this record" or "updated", and the time. If no user was recorded, the entry shows Unknown user.
• A "created this record" entry lists every field on the form, with the values set when the record was created.
• An "updated" entry lists each field changed in that save, with the old value and the new value. An empty value shows as a dash.
• Record history shows only fields on the form you opened. A save that changed only other fields shows No changes to fields on this form. If you want to see all fields, go to the default form to look at history.
• A record with no saved changes shows No changes yet.

Record history: filter by date and change rows per page

To see changes from a certain time, select All time, Last 7 days, Last 30 days, or Custom range.

• Last 7 days is today and the 6 days before it.
• Last 30 days is today and the 29 days before it.
• Custom range lets you pick a From date and a To date.

If no changes were made in the range you picked, record history shows No changes in this date range. Changing the range takes you back to the first page.

The bottom of the history panel shows how many changes there are, for example Showing 10 of 42 changes. Record history shows 10 changes per page at first. Change the rows per page at the bottom of the history panel, and TrackVia remembers your choice. Use the page number and the previous and next arrows to move between pages.

Record history: which changes are recorded

Record history includes saves made in these ways: 

• Adding the record through a form or an import
• Editing the record through a form
• Updating records with an import or a bulk edit
• Change triggered by a child record update (e.g. triggered field on parent) 
• Any integration change from a microservice, Workato, API, etc.

Some changes can't be shown in record history:

• A deleted record has no form to open, so its record history can't be opened.
• When a field is deleted from a table, that field's past changes no longer show in record history.

Related Articles

• Interacting with Forms
• Sharing a Record
• Introduction to Forms
• What's Released and What's Coming