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History

History shows what happened in a case. Use it to understand how the case reached its current state, who acted, and when.

Case history with the steps the case has gone through

What history includes

  • Case creation and status changes
  • Task assignments, completions, and reassignments
  • Notes and messages
  • Document actions
  • Derivations to the next task

The history can be read as a timeline or as a table, depending on the panel. The fields available depend on your role and on the process.

Investigate a case

  1. Open the case.
  2. Open the history panel.
  3. Filter or scan for the event you need.
  4. Use Change log when you need to see the exact fields that changed.

History versus audit log

Case history is scoped to one case. To search across cases and processes, use Audit and monitoring.