Watch Button Inside History Modal

Overview

The Watch button allows a user to follow a specific entity and receive or review updates when that entity changes, depending on plugin configuration.

What this feature does

It connects embedded history tools with the Watchlist feature.

Why it is useful

• It helps users monitor important records.
• It reduces the need to manually check high-priority entities.
• It supports follow-up workflows for sensitive projects, invoices, tickets, or clients.

Who should read this?

RISE Admin, Project Manager, Support Manager, Staff User.

Where to find it

Global History Modal, Entity Timeline, or supported record pages if the Watch button is enabled.

How to use it

1. Open a supported record.
2. Open the history modal or timeline.
3. Click Watch if available.
4. Review watchlist settings or notifications.
5. Unwatch the entity when monitoring is no longer needed.

Example workflow

A support manager watches a high-value client record so they can notice important changes quickly.

Screenshot

Common mistakes

• Watching too many records and creating noisy alerts.
• Assuming watchlist permissions are the same as Activity Log permissions.
• Forgetting to unwatch records after the investigation ends.

Related articles

• Watchlist Overview
• Watch an Entity
• Unwatch an Entity