Hi,
At times, I feel like I want to preserve history of changes to important column in a record (while coda has built-in change tracking and you can see that inside Row Activities - it is hard to query
that changes or create a log of all the changes. Here’s what I use in some of my documents and has worked out really well.
Example use case here is: I have Projects
and I want to make sure all changes to Project Cost
for each project is captured as history
.
The steps are:
-
create
Projects
Table -
create
Cost History
Table and have following columns in it
-
- Project column - lookup column to
Project
Table
- Project column - lookup column to
-
- Cost column - Currency column (Make this a display column)
-
- Modified By
-
- Modified On
Once done, go back to Project table and create following columns.
-
Current Cost column
- with formula[Cost History].Filter(Project =thisRow).Sort(false, [Modified on]).Cost.First()
- this will make sure you always seeCurrent Cost
shows up next to project -
Previous Cost Values column
- with formula[Cost History].Filter(Project=thisRow AND Cost!=[Current Cost])
- this will show all previous cost values - create a button column with following configuration
so now to update cost, users of the doc would open RowDetail
with new Row and update the value - once it is done, it will reflect back in Project
table as Current
value.
Here’s how it will look (this one uses new layout feature we announced here)
If you want to play with this, document is here.
Hope this helps!
Thanks.