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Show recent activity: what changed and who changed it

A live feed of the latest events on records: created, edited, status changed, deleted, or done by an automation, with the name of who did it.

5 minUpdated Oct 27, 2026

Open in Corteksa

Before you start · for owners and managers

Edit access to the dashboard

You need: Edit access to the dashboard

Steps

In Edit layout, press Add widget, choose Activity and press Continue.

Choose a unit, or leave it on All units you can read to follow every unit the viewer can see.

In Events, choose 1–5 events: Created, Updated, Status changed, Deleted, Automation.

The “Automation” event means any change made by an automation or a distribution rule, even if it created a record.

Set Items to show (5–50, 10 by default) and optional filters (they need a specific unit), press Continue, then press Add widget.

How it works

Each line is one event: the time, who did it (a member, an automation or the system), the unit, the record, and the first change (such as “Amount: 100 → 250”).

The change line shows only if the field is one the viewer is allowed to see. A change of owner or relation shows without details. Select values show with their current names, and a deleted option shows as “(Removed option)”.

A deleted record shows without a link, and a member who left shows as “(Deleted member)”.

Filters

Dashboard filter

One unit

All units

Date

Limits the event time

Owner

The record’s primary owner

The same

Group

Applied

Not applied (with a note)

Stage

Applied if the field is in the unit

Not applied (with a note)

Click a line to open the record. The widget doesn’t support viewing details as a list.

If something goes wrong

What you see

Why

What to do

“Choose a unit before adding filters.”

You added a filter on all units.

Choose a unit, or remove the filter.

A line without change details

The field is hidden from you, or it isn’t a field.

That’s expected.

The latest change is missing for a few seconds

Logging lags a little.

It shows on the next refresh.

A real example

Shield Security Co.

The situation

The manager wants to know what happened to contracts while he was away.

What they did

Activity on the contracts unit: status changed + deleted, 20 lines.

The result

In the morning, he sees who stopped a contract and who deleted another, without opening Track who changed what and when in Audit Logs.

A made-up company, to show the idea. The numbers are rounded.

Good to know

1–5 events, and 5–50 lines.

Filters need a specific unit.

It doesn’t keep an outdated copy if loading fails.

Did this guide solve it?

If not, we’ll ask what was missing.

Next, you might need

Automatic and manual refresh

Explains · 4 min

Open in Corteksa