System Notes v2 Overview

Note:

System Notes v2 and System Notes are separate systems. There is no change to the existing System Notes. For more information, see System Notes v2 Overview. System Notes v2 captures audit trail information for supported records. For more information, see Records Supported in System Notes v2.

Throughout the help center, topic content specific to System Notes v2 is identified with “v2”. Any content that does not have the “v2” identification refers to System Notes only.

Watch the following help video for information about the System Notes v2:

This is the third video in a 4–part series of videos about System Notes. To watch the other parts of the series, see:

System Notes v2 captures detailed changes such as sublist information and groups the changes under high-level actions. The audit trail enables you to see the types of changes performed on record fields, such as create, update, change, and so on. You can also see the date and time each change was performed and by whom. System Notes v2 retains information for deleted transactions and records, whereas in existing System Notes the details of deleted transactions and records are lost.

System Notes v2 lists the most recent changes at the top of the page. To view details of the action, use the arrows in the Object column to expand the information. This expandable format reduces the amount of data first displayed when you browse the audit trail so that you can get an overview of the history and then view the details to investigate specific changes.

The following screenshot shows the arrows you click to expand and collapse system notes v2 details:

The System Notes v2 page with expandable details outlined in red.

The following table describes the actions System Notes v2 captures on an object and its values.

Action

Description

Create

New object created.

Change

Existing object changed.

Delete

Existing object deleted.

Set

Default value of new object set.

Update

Value of existing object updated.

Unset

Value of existing object removed.

For more information, see the following:

Related Topics

System Notes Overview
System Notes v2 Workbook
System Notes Terminology
System Notes Documentation
Comparison of System Notes and System Notes v2

General Notices