One record across several processes

The 360° view of a record that has flowed through more than one stream. When a record is continued into another stream with Copy & link, each copy stays connected to the one before it. This page follows that whole chain and shows it as a single record: the stream-by-stream journey, all field values merged together (each tagged with the stream it came from), and one combined activity history spanning every stream.

Opening the full record

1
Open any record that is part of a linked chain (one that was copied into another stream, or copied from one).
2
In the Details card, click View full record across all streams (only shown when the record is actually linked to others).
3
The full record opens, titled by the record's reference number.

Reading the journey

1
The Journey section lists every stream the record has passed through, oldest first.
2
The first entry is tagged Origin; that's where the record started.
3
Each entry shows the stream name, the step the record is currently at in that stream (or Archived/Deleted), and when that leg started. Click any entry to open that individual record.

Reading merged fields

1
The Merged fields section combines the field values from every stream in the chain into one list.
2
When the same field was set in more than one stream, the most recently updated value is shown.
3
Each value carries a small "from <stream>" tag so you can see which stream it came from; every value is sourced, nothing is guessed.

Reading the combined activity

1
The Activity across all streams section merges the audit history of every record in the chain into one timeline, newest first.
2
Each row shows when it happened, what changed, who did it, and which stream it happened in.

What people ask about this

What is the full record view?
How do I see a record's history across every stream it went through?
Why does a field show "from" a different stream?
Which value wins when the same field was set in two streams?
What does the Origin tag mean on the journey?

Inside the app there is an assistant that answers these from your own written process, not just from ours.

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