Recent Records Panel
Need to go back to a record you were just looking at? The Platform keeps track of those for you!
The Recent Records panel displays records you previously visited in the lower left-hand side of both the Basic and Advanced navigation menus. This offers a convenient way to revisit records and avoid duplicate searches.
- The Recent Record panel stores up to 50 entries.
- To open a previous record, click the entry in the list.
- Entries sort in descending order, starting with the most recently visited record.
- The panel displays the Selected Record Expression (the title a record is identified by) above the corresponding page.
- You can resize the Recent Records panel to your liking using the bar at the top of the panel.
- When you don't need to see the list, click the down arrow to collapse the panel.
Other Considerations
- Users with Impersonate rights will continue to see their own history in the Recent Record panel while impersonating. However, you can only select entries available to the impersonated user's security roles.
- History is stored per user and per browser session. If you clear the cache or use a different device, a new history of entries accrues.
- The system creates entries for open records only; it does not log tab navigation and does not display in the Recent Record panel unless the user fully navigates from the sub-page record to a main page.
- You can always access records in the panel, no matter which global filter you apply.