Full Sail Partners Blog
It looks like the world will not come to an end! So back at it campers. Let's learn some quick tips about Deltek Vision.
As the first of our Deltek Vision Tips & Tricks Series we would love to hear if you find the information helpful. Recently I came across a question about how to know who modified a record. Of course the audit reports can provide this information, but there are two easier ways to get this information.
In every info center you can hover over the name of the record at the top of the record. It will tell you who created the record and on what date. Additionally, it will tell you who last modified the record and on what date. So in the image below for item #1, the mouse is hovering over the word Paul A. Collier in blue. If you need to know what field was modified then you would need to run an audit report.
Additionally, you could set-up a field that displays who modified the record. This is accomplished through a workflow. First create a new character field. (Note: An employee field will not work.) In this example it is named Modified By. See image item #2 above.
Then set-up a User Initiated Workflow. Choose the Application, which in this instance will be the Contacts. Click Insert on the Workflows grid. The Workflow Table will be Contact Record and the Workflow Type will be Change. This simply means every time the contact record is changed, the workflow will trigger.
Now on the Actions grid click Insert to add an action. Choose Column (Field) Change for the Actions column. Next, choose the field to update. In this case it is ContactCustomTabFields.CustModifiedBy. Then set-up a SQL Expression. The expression is simply, a field that already exists: [:Contacts.ModUser]. Find that code and click Add Column. Then click Save. Be sure to add descriptions so you know what the workflow is related to and then Save the workflow. To test it, change something on a Contact record. You should see the users login name filter in.
Check back in 2013 for new blog entries related to Deltek Vision tips. Let us know if you learned something new by leaving a comment. Wishing you a wonderful 2013!