Which Types of Users Can View a Record's Change History by Default?
In Jestor, the updates tab that shows a record's change history comes turned off by default, and once enabled, it can be visible to every user or restricted to builders only.
Why this restriction exists
Not every piece of change information should be visible to just anyone. Some changes only make sense for whoever administers the process, while others can be tracked by the whole team without any issue.
What can be configured in the history
- Turning the updates tab on or off on the form
- Displaying history only to builder-type users
- Or opening it up to every user with access to the record
- Also sending updates to the chat, if that fits the process
How to set up change history in Jestor
- Edit the form and open the updates option
- Turn on the history tab, since it's off by default
- Choose whether visibility is restricted to builders or open to everyone
- Save — history now shows up in a chat-like format
Process automation with visibility control
Restricting history by user type is part of the permission control Jestor offers within process automation, preventing sensitive audit information from being exposed to people who shouldn't be tracking it.
Table Summary
| Setting | Visible to |
|---|---|
| Tab off (default) | No one sees the history |
| On, restricted | Builders only |
| On, open | Every user with access to the record |
Video Tutorial: Step by Step
Video: History Tab in Chat Format — video tutorial showing this feature in practice, right inside the Jestor interface.
Frequently Asked Questions
Does the change history come on by default? No, it comes off, and needs to be turned on manually in the form editor.
Can I restrict history to builders only? Yes, that's one of the visibility options available in the setup.
Does the history tab replace the record's chat? No, it's a separate tab, but it can be combined with sending to the chat on jestor.com.
Get to Know Jestor
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