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Release Date [insert release date via the |
Overview
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Who Who does this feature serve/help? Users looking to understand changes made to a line tiem |
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Why Why did we make this feature? Was it highly requested? If so, by whom?Users were often questioning when a change was made and who made the change |
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Example Provide a real-life example of someone using this feature |
Walkthrough
Insert a video, GIF, or Scribe of the feature walking through how this product will work and calling out anything important a user should know.An external user would ask when a budget was updated and who updated that budget |
Walkthrough
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The history log can be accessed on the top right of all line items. Clicking this tab will open up the history log in a modal.
This is available to all user types
View report takes users to the advertiser-level report in a new tab
Navigation
The history log can be accessed on the top right of all line items. Clicking this tab will open up the history log in a modal.
This is available to all user types
View report takes users to the advertiser-level report in a new tab
Once the modal is open, users can view the history of the line tiem
The header reads “History Log -
Name of line item"X closes the modal
CSV export downloads the log into a CSV
Only 10 items show at a time per page
All column widths can be expanded
Users will see time stamps in their perspective time zones
The date column can be sorted, with the default sort being newest to oldest.
General Tab Changes
On the general tab, users can see the following change types. Please note anything displayed on this tab is available for all users.
Tracks when the line item was created
Status
Flagging
User changes to requester, assignee, and follower. Listeners are NOT tracked in the history log
Line item name (coming soon)
Updating the active billing type
For allocation changes, users can use the dropdown to see specifics on the allocations that were changed
Each row in the history log represents a row of allocations in the table.
So for example, if two months or two rows of allocations were updated, then two rows of “an allocation was updated” would show in the history log
Field - which field in the allocation was updated (goal type, dates, goal)
The previous value will show what was there before compared to the new value
coming soon! Showing the values of rows added and removed, currently, only updates show.
Integration changes
On the integrations tab, users can see the following change types. Please note that anything displayed on this tab is available to admin users only.
Tracks when a campaign integration is added to a line item
Tracks when a campaign integration is removed from a line item
Not Included
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List out anything that this advertising product cannot do or things that were not included in the release. |
Helpful Links
Include any helpful links that internal users may want to read. Below are some examples. Feel free to delete ones you don’t need/use:
Feature Doc
How to use Documentation
Help Center
Pendo Features
Tableau Reporting (if applicable)
Goal Tracking (if applicable)