Filter, expand, and load event history

Open the event and select History. You must be the workspace owner to view this tab.

Filter the audit trail

Choose one or more values in these filters:

• Line Item limits the results to selected event line items.

• User limits the results to selected workspace members.

• Action limits the results to selected activity types.

• Target limits the results to selected kinds of records.

• Date range limits the results to a beginning date and time, an ending date and time, or both.

Select Apply after changing a filter. FlowerBuddy replaces the current table with the first page of results that matches the applied filters. Multiple selected values within one filter include rows matching any of those values. Filters in different fields narrow the results together.

Select Clear to remove every filter and reload the unfiltered first page. If no rows match the current filters, History shows No history yet.

Expand changes

The Changes column can show a field in before to after form. For example, a status can show Inquiry to Booked. A value of None means that side had no value. A dash means the row has no information for that column.

When a row contains more information, select its arrow in Expand. The expanded area remains attached to the row and can include:

• Long text with Before and After values.

• Affected items, Affected sections, or Affected images.

• A group change or notes.

• QuickBooks cash-receipt details, including the payment, amount, source, and QuickBooks identifiers.

• QuickBooks revenue-recognition details, including the amount and journal-entry identifiers.

When at least one visible row can expand, select Expand all to open those rows together. Select Collapse all to close them. Rows without additional details are not affected.

Load older records

When older matching records are available, select Load more below the table. FlowerBuddy appends the next page to the rows already shown. The button displays Loading... while the next page loads.

If the next page fails, FlowerBuddy keeps the rows already loaded and displays Unable to load more history. Select Retry to request that page again. Changing filters and selecting Apply starts a new first page for the new filter set.

Use a history entry to investigate a change

For a changed price, quantity, or deleted line item, narrow the date range and Target, then inspect Before, After, and any affected items. This can explain what changed and who made the change when that information is present in the record.

An entry cannot restore the event or reconstruct a complete old proposal. Compare saved contract documents or a previously downloaded PDF when you need the earlier document itself. See earlier proposals and signed documents.