User Tools


This is an old revision of the document!


Record Versioning

There is a new feature in CorebosCRM that permits users to save different versions of one record. Each version it's a new record by itself but it is not shown as such. You can't see it in the ListView or search for it, because of all the versions of a record, only the Active Version is shown. But how can this new feature be enabled?

It's easy. You have to go the Integrations panel (CRM URL/index.php?action=integration&module=Utilities) and enable Record Versioning for one or more modules.

From a technical point of view enabling Record Versioning for a module, let's say Potentials becomes possible through :

  • the creation (if it does not already exist) of a Global Variable of type RecordVersioningModules. If the record is already present, it only edits the module list field adding the Potentials module.

  • the creation of a Business Action record (if it does not already exist). If the record is already present, it edits the module list field adding the Potentials module. This Business Actions creates the Developers block in the DetailView of the module.

  • the creation of two new fields for the module: Version and Active Version in which we save respectively the Version Number of the current record and 1/0 for the version status (Active or not)
  • the creation of a new event handler in order to filter the ListView records based on the Active version field. As we stated at the beginning of the article, you can only see or search the active version of the record in the ListView.


coreBOS Documentación