Audit Trails / Workbook History Overview

Everyone struggles balancing allowing unlimited collaboration with maintaining control and data provenance. Project managers especially need to know who made changes when to make sure the projects are on track and are being updated by the right people. Being able to get the change log of important data interactions enhances transparency, improves security and compliance, and promotes trust in collaboration. 

Plan and User Restrictions

Note: This feature is only available to Owners of workbooks.

This feature empowers workbook owners to access a history of all field changes, record additions, and record deletions made to their data within our platform. You'll find accessing workbook change history very easy–it's in the File menu in the nav bar. 

• Free plans have access to 1 day of workbook changes
• Starter plans have access to 7 days of workbook changes.
• Team plans have access to 180 days of workbook changes.
• Business plans have access to 365 days of workbook changes.

How to Access Workbook History

After selecting that option, you'll see a confirmation on your screen and the file with all your changes will be sent to your email in an attachment. The time it takes to generate this file depends on the size of your workbook and how many changes it has gone through.

Here is a description of each column in your CSV file:

• Record Label - the primary label field value

  • For example, an issue key for Jira-connected workbooks

  • This will be an internal identifier for Hubspot records, Salesforce records, records with blank primary label values, and for certain operations such as record additions on a Visor-only workbook

  • Hubspot and Salesforce support will be added at a later date pending user demand

• Change Type - the kind of change the row represents

  • There are three types of tracked changes:

    • Record Addition

    • Record Deletion
    • Field Value Change

  • For the first 2, Field Name, Field Identifier, Raw Value Before Change, and Raw Value After Change will be blank

• Modified Time (UTC) - the time the change occurred in Coordinated Universal Time

• User Name - the name of the user who performed the change

• User Email - the email of the user who performed the change

• IP Address - the public IP address of the user who performed the change

• Field Name - the name of the field that had its value changed

• Raw Value Before Change - the raw value of the field before the change occurred

  • "Raw" essentially means that you may see an identifier for a field value rather than what is displayed on the product, e.g. a Status field value may be presented as “Done” on the app website, but it will appear as “123” in the history file

  • This is something we’ll improve in a later version of this feature

• Raw Value After Change - the raw value of the field after the change occurred

• Record Identifier - the internal identifier for the record
  
  • The value may be identical to that of Record Label for the reasons presented above
• Field Identifier - the internal identifier for the field that had its value changed

• Session Identifier

  • The session identifier helps tie together changes that came from the same user session.  Each browser tab opened to app.visor.us generally creates a new session and has a unique identifier.  This can help you understand more context around changes made by collaborators.

  • Note that any changes attributed to the special session identifier "Visor Integration Service" indicate that the changes took place via an integration automation, such as a sync, initiated via that user. These changes take place on our servers and are therefore not tied to a tab-based user session.

This feature is currently in Alpha, which means there will be updates and improvements made soon, so please reach out with feedback and suggestions.