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Note

While Record History provides valuable information about the versions of a record, it does increase the size of the Aptify database on your database server. Aptify recommends that you not enable Record History for all entities but that you limit it specifically to those entities you want to track to conserve disk space.

Note that in some cases it may be undesirable to allow users to restore previous version of a record. Therefore, by default, Aptify disables the Allow Record History Restore option for certain entities. See Entities That Do Not Support Record History Restores for a list of core Aptify entities that do not support Record History restorations by default. 

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  1. Open the Entities record for the entity that you want to modify the Record History setting.
  2. Click the Configuration tab.
  3. Locate the Track Versions option at the bottom of the form.
    • This is the field that controls Record History. When selected, Record History is enabled. When cleared, Record History is disabled. 

      Track -Versions Field
  4. Select or clear the Track Versions options as necessary to enable or disable Record History.
  5. Locate the Allow Record History Restore option.
    • This is the field that controls the ability for a user to restore previous versions of a record.
    • Note that the Allow Record History Restore option is not applicable when the Track Versions option is cleared.

  6. Select or clear the Allow Record History Restore option as necessary to allow or prohibit Record History Restores.
  7. Save and Close the Entities record.
  8. When prompted, click OK to regenerate the entity's SQL server database objects.

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Entities That Do Not Support Record History Restores

In certain cases, such as records that are involved in financial transactions, it may be undesirable to allow users to restore previous version of a record. Therefore, Aptify clears the Allow Record History Restore option by default for the following entities:

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