Activity history
In Activity, you can see a chronological overview of actions in the app. It helps you find who created or changed a record, when it happened, and what changed.
When to use this page
- When you need to review a change to a client, protocol, or user
- When you are looking for who performed a specific action
- When checking team work for a specific period
- When investigating questions related to access and permissions
Access
- 🖥️ Desktop: Click Activity in the left panel.
- 📱 Mobile: Tap More in the bottom bar → Activity.
Note: The range of records depends on your permissions. Some users see only their own records.
What you will see
On desktop, activity is shown in a table. On mobile, records are shown as cards.
| Field | Meaning |
|---|---|
| Date and time | When the action happened |
| User | Who performed the action |
| Type | The area the record belongs to |
| Action | The kind of action performed |
| Entity | The specific record, such as a client or protocol |
| Actions | Opens the record detail |
On desktop, you can use column settings to hide or show selected columns.
Filtering and search
Enter text, a protocol number, a client name, or another part of a record into Search….
You can combine filters:
- User - shows actions by the selected user.
- Entity type - narrows records by area, such as protocols, clients, or users.
- Action - shows only a specific action type.
- Date - limits records to a from-to date range.
On mobile, tap Filters. The number of active filters is shown directly on the button.
Tip: If you are looking for one event, combine search with a date range. This narrows the results significantly.
Sorting and pagination
By default, the newest records are shown first. On desktop, click the Date and time or User column header to change sorting.
For larger result sets, use pagination:
- The default page size is 20 records.
- On desktop, you can choose 10, 20, 50, or 100 records per page.
- Previous and Next move between pages.
Record detail
Click a row, card, or detail icon to open Activity detail. The detail can include:
- date and time,
- user,
- type and name of the affected record,
- user role,
- action source,
- status,
- error message if the action failed,
- comparison of old and new values when available.
When changes are compared, only changed fields are highlighted. If you need more context, you can also show unchanged values.
Typical use
- For protocols, check creation, status changes, sending, or reopening.
- For clients, check creation, data edits, addresses, or imports.
- For users, check account creation, role changes, or password resets.
- For codebooks, check item edits, ordering, or active status.
Offline mode
Activity history is not available offline. Without a connection, the page shows Offline and records are not loaded.
URL and shared filters
Search, filters, sorting, and pagination are stored in the page URL. You can send a filtered link to a colleague with the same access.
Frequently asked questions
Why do I not see all records?
The history range depends on permissions set by the administrator. If you need a broader overview, ask the administrator to adjust your access.
Why is a filter or value missing from the list?
Filter options are created from available records. If a certain action type is not yet present in the history, it may not appear in the filter.
Are filters kept after refreshing the page?
Yes. Filters are part of the URL, so they stay applied after a refresh.