Why Viewing the Change History Can Be Restricted to Only the System's Builder Users
In Jestor, the updates tab that shows a record's change history can be configured to appear only for builder-type users, keeping that level of detail out of view for people who just use the process day to day.
Why does restricting this history make sense?
Not every piece of change information needs to be visible to people who just fill out forms and follow the process. Limiting this view to builders prevents technical or sensitive details from showing up for the whole team.
Who sees what in the updates tab?
| Setting | Who sees the update history |
|---|---|
| Off (default) | No one sees the updates tab |
| On for everyone | Anyone with access to the record |
| On for builders only | Only builder-type users |
Why choose Jestor to control who sees what?
Jestor separates the updates tab from regular chat, giving control over who follows the technical change history without mixing it into everyday conversation about the record.
Is the updates tab enabled by default?
No, it comes disabled by default and needs to be turned on in the form settings.
Can updates also appear in chat?
Yes, it's possible to configure updates to also be sent to chat, the way it worked before.
Does restricting to builders block everyone else from seeing changes?
Yes, with that option checked, only builder-type users can view the updates tab.
Video Tutorial: Step by Step
Check out more practical tutorials on Jestor's YouTube channel.
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With Jestor, you decide who follows a record's technical history and who only sees the essentials.
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