History Tracker Lightning Component Fields

The tables below show the buttons, filter buttons, and filter fields displayed in the History Tracker component. For more information about this component, see Customer Success Cloud Lightning Components.

Buttons

Buttons in the History Tracker Component
Button Name Description
— Search Records... Narrows the displayed changes based on the text you enter.
Refresh Refresh

Refreshes the tracker to display any external changes.
Filter Activties Filter Opens and closes the Filters panel, enabling you to filter the changes displayed.
Expand Activity Tracker Expand History Tracker

Displays the tracker in full screen.
Collapse Activity Tracker Collapse History Tracker

Collapses the tracker when it is displayed in full screen.

Show Details

Show Details

 Shows the panel with additional change information.

Hide Details

Hide Details

 Hides the panel with additional change information.
Expand Expand

Shows the records available in the related section in the tracker.
Collapse Collapse

Hides the records available in the related section in the tracker.

View More

View More

 Displays up to 10 additional change history cards at a time when available.

View Previous Months

View Previous Months

 Displays six additional monthly change history sections when available. This button displays only when All Time is selected as the date range in the Filters panel.

Filter Buttons

Filter Buttons in the History Tracker Component
Button Description
Reset

Returns the filter criteria to the default values.
Apply

Updates the contents of the tracker using the filter criteria specified.

Filter Fields

Filter Fields in the History Tracker Component
Field Section Description
Saved Filters —

You can select a filter set from the Saved Filters field to quickly apply a set of filters. For more information, see Filter Sets Overview.
Account General Search for and select one or more accounts to view their associated changes in the tracker. This field is automatically populated when using the tracker on a record page. However, it is hidden on account pages and also when the tracker is displayed on the record pages of the supported objects.
Date Range

Select the date range for the changes displayed in the tracker. The available options are:

  • Last Seven Days
  • Current Month
  • Last Month
  • Last Six Months
  • All Time
Notes:

  • The Current Month date range includes the entire period of time from the beginning of the current month to the end of the current month.

  • The All Time date range includes the last 18 months.
Objects with History Tracking History Tracking Search for and select the changes generated from supported tracked objects and fields to display in the tracker. Administrators can add additional objects to this field. For more information, see Setting up Additional Objects in History Tracker.