Undo changes in a group of records

You can recover an earlier version of records with the Audit tool.

Before you begin

Make sure that all users have closed the windows for the relevant files and records. Otherwise those records will be locked and the system will be unable to recover earlier versions of them.

Records will be restored to the oldest version within the timeframe you specify.

Undo data changes with selection criteria

  1. Go to the Tools menu > System Maintenance > Audit > Recovery: Undo.

  2. Next to Select using, make sure Selection Criteria is selected.

  3. Select your optional criteria: 

    • In Datafile, enter the name of the file or click Options to select it. For example, Object. If you leave this field blank, all files will be included.

    • In Records, enter specific records. If you leave this blank, all records will be included.

    • Under From and To, enter the dates and times. If you leave these fields blank, all dates and times will be included.

    • Under Transactions, the options Change, Add, and Delete are selected by default. You can clear these options.

      • Change: A user changes data and saves the record.

      • Add: A user enters data in a blank field and saves the record.

      • Delete: A user deletes data and saves the record.

    • In Users, enter the username or click Options to select it. If you leave this field blank, all users will be included.

  4. Tick the Report Only checkbox and click Go.

  5. Read the report and if necessary, edit the details.

  6. When you have it set up exactly as you want, untick the Report Only checkbox and click Go.

Undo changes with a saved transaction list

  1. Go to the Tools menu > System Maintenance > Audit > Recovery: Undo.

  2. Next to Select using, select Saved Transaction List.

  3. Optional: In Output File, select the location on your computer where you want to save a text file of the report.

  4. Tick the Report Only checkbox and click Go.

  5. Read the report and if necessary, edit the details.

  6. When you have it set up exactly as you want, untick the Report Only checkbox and click Go.

See also

Undo changes in a single record