Project - Project and Project Task History LWC

The Inspire Planner Project and Project Task History Lightning Web Component (LWC) combine and display the field history for both project and project tasks. This makes it easier for project managers to see what fields on the project or project task were updated, when the update took place, who made the update, and what the old and new values are. 

This help article will show you how to use the Inspire Project and Project Task History LWC.

The Project and Project Task History LWC only displays updates to fields in the project and project task object where field history tracking is enabled. For more information, please see Track Object Field History.

In a project, you will find the Project and Project Task History LWC in the Related Tab. However, your Salesforce System Administrator may choose to have it displayed in its own tab such as in the example below.

Please note:

• If you do not see the Inspire Project and Project Task History LWC in your projects, your Salesforce System Administrator will need to add it to the page. Please see Admin Guide - Add the Project and Project Task History LWC to the Project Lightning Record Page.

The Project and Project Task History LWC displays the following information:

• Event Date/Time - This is the date and time the field was updated.
   
• Type - Will either say Project (if the updated field is in the project object) or Task (if the updated field is in the project task object). 
   
• Project/Task Name - This is the name of the project (if the updated field is in the project object) or the Task Name (if the updated field is in the project task object).
   
• Field - This is the name of the updated field.
   
• User - This is the name of the user who made the update. If the update was made by the Inspire Planner Beacon, then it will display the name of the Beacon running user.
   
• Original Value - This is the original field value.
   
• New Value - This is the new field value.
   

You can search for a specific task by entering the task name in the search box in the top right corner. This will return all history for tasks that match your search word. Click on the x to clear the search word. 

You can also filter by fields. Click on the Filter icon in the Field column.

The list of available fields will only display fields in the project and project task where field history is enabled and where there was an update made.

Select the field(s) you would like to apply as a filter. For example, if you would like to only see updates made to the "Status" field, then you should select "Status" and click on Save Filter.

The component will now only display updates made to the status field. Any field filters you apply are automatically removed when you leave the page.