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NSC | How to track if there are any changes made by a User in an Invoice?
Users can track UI changes made by a user in an Invoice by creating a Saved Search.
Here are the steps users can take:
1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. Search Type: Select Transactions
3. Title: Enter Name
4. Click Criteria > Standard
5. Mark the Use Expressions checkbox
6. Add the following filters:
Parens | Filter | Parens | And/Or
Type = Invoice | And
Main Line = True | And
( | System Notes Fields… = Context = UI | And
System Notes Fields… = Type = Change | )
7. Under the Results, add the following fields:
Field | Summary Type | Formula
Document Number | Group
System Notes Fields… = Set by | Group
Formula (Numeric) | Sum | CASE WHEN {systemnotes.newvalue} <> {systemnotes.oldvalue} AND {systemnotes.context} = 'UI' AND {systemnotes.type} = 'Change' THEN 1 ELSE 0 END
