Viewing Transaction Histories
Producers can use the transaction history feature to view system state changes of entity transactions to troubleshoot issues by observing the transactions and/or comparing changes in the entity fields. There are several types of entities that can be viewed. These entities include:
You can view when the entities were created, updated, deleted, and who submitted the change.
To search for a transaction
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Click System > Transaction History. |
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Select or enter your search criteria. Options include: |
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a.
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Select the Entity Type you want to search for from the drop-down menu. |
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If you select a specific entity, you can enter a value for that type of entity. |
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Enter the ID of the user who performed the transaction. |
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d.
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Enter or select a start date. |
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e.
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Enter or select an end date. |
The Producer Portal searches for transactions that match your search criteria and shows a list of matching transactions in the search results. The results page lists the following:
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The timestamp of the transaction |
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The event type (create, update or delete) |
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The user who performed the transaction. |
Click on the View details of an entity to view the details of the transaction. On the Transaction Details page, you can view all the fields associated with an entity, including any changes from the Show all fields tab, or select the Show only differences tab to view just the fields that changed.
Note:Only transactions with an event type of UPDATE have the Show all fields and Show only differences tabs. There are no differences to display for CREATE events.
Click on the Entity ID of a transaction to be taken to the create/update page for that entity.
See Also
Browsing Users