Document History and Undo

Fast2Task is built so mistakes are recoverable. There are three layers of protection: undo while you’re editing, a change history kept for every record, and soft deletion so nothing deleted is lost.

Undo while editing

While editing a document, the Undo button steps back through your recent changes, just like undo in a text editor. The number beside it shows how many steps you can go back. Use it when you’ve mangled a line or overwritten a field and just want to get back to where you were a moment ago.

Undo keeps your most recent 50 steps, and quick bursts of typing are grouped into one step. It covers the document’s own fields; for anything further back, or anything already saved, use the change history.

Change history: every save is recorded

Every time a record is saved, Fast2Task records what changed, who changed it and when. Open Change history from the top of the record to browse it.

Changes are listed newest first and grouped by day. Each entry shows when it was saved, by whom, and how many fields and taxonomies it changed. Expand an entry to see every field’s from and to values, taxonomies added and removed, and changes to related records such as the document’s lines. Use the search box to search the changes loaded so far, and Load More to go further back.

Change history is available on documents (quotes, sales orders, invoices, credits, purchase orders, supplier invoices and credits, shipments, work orders, stocktakes and pick lists) and on master records such as clients, suppliers, products, BOMs, stock locations, price lists and employees.

Reverting changes

From an expanded entry you can put values back in three ways:

• Revert beside a field, or tick several fields and choose Revert selected, to restore just those fields
• Revert this change to undo everything that entry changed, including taxonomies
• Restore values from before this change to put every field back to how it was immediately before that change, undoing it and everything saved after it

Reverting fills the values back into the record you have open; it doesn’t save. Review the record, then Save to keep it. Because saving records a new change, a revert can itself be undone from the change history.

Note

Changes to related records, such as lines added to or removed from a document, are shown for reference but are not reverted automatically. Correct those on the document itself.

To revert the same change across many products at once, such as a price increase applied to too many products, use the Revert from Change Log tab in Product Bulk Tools.

Deleted records

Deleting in Fast2Task is soft: deleted records are hidden, not destroyed. Every list has Include Deleted and Only Deleted filters in its header, and a deleted record shows a Restore button in the list to bring it back. For anything with financial history, prefer Cancelled status over deletion, which keeps the record visible in context.

What this means in practice

• Experimenting is safe, because you can always get back.
• “Who changed this price?” has an answer: check the change history.
• Before big edits to an important document, you don’t need to make a copy “just in case”. The history is the copy.