Creating and Viewing Snapshots

You can capture current information about an object and save it in a related document by creating a snapshot of the object. The format of the snapshot document can be XML, HTML, or PDF format.

Snapshots are commonly configured to be created automatically, when an object is approved. You can also create snapshots manually, and whenever needed (not just when approving an object), if your administrator has given you the ability to do so.

It is possible for an object to have more than one snapshot created for it. If more than one snapshot exists, you can compare the snapshots to see what information has changed over the life of the object.

Note: Before any snapshots can be created, the administrator must create a snapshot class that contains at least one snapshot template. The template determines:

which classes of objects a snapshot can be created for
which information will be included in the snapshot
what file format the snapshot document will be (XML, HTML, or PDF)
whether or not users can create snapshots
whether or not snapshots are created automatically upon approval of an object

To View a Snapshot of an Object

Open the object you want in the Content pane.
Expand the Snapshots topic.
Double-click the snapshot document to open it.

To Create a Snapshot of an Object

Open the object you want to create a snapshot for in the Content pane.
Expand the Snapshots topic.
Click the Create link.
The Create Record dialog opens.
Select the appropriate template from the list and click OK.
The Director dialog opens, click OK to close it.