19 Widget Connector width 900 url https://www.youtube.com/watch?v=XgXJqCpVeOA&list=PLbPt6SI1Zhb8CnWh7Gvopto7D6LEwcB9A&index=19rel= 0 height 500
Add auditing information for data changes to your application. To recap the steps in the video:
Audit Manual Data Changes
- Open the configuration form for the stream
Businesses
and set:- Audit Manual Changes: tick
- Add attributes to the stream:
UpdateAction
UpdatedByName
UpdatedTime
You must make this a Datetime field.
- Go into App Mode and make some changes to your business data.
- Now create a new view to show all history.
- First create a new dashboard
Businesses All History
. - Drag the stream
Businesses
onto this dashboard and add all attributes to the view.- Hide the
UID
attribute.
- Hide the
- Open the view configuration form.
- Update the Name to
Business All History
. - Remember to set a Default Sort Order.
- Include History Records: tick
- Save your changes.
- First create a new dashboard
- In the new view, you can see full details of the changes you just made to the
Businesses
data. - Add a menu item to the
Businesses
view to provide a link from theBusinesses
dashboard to theBusiness All History
dashboard. - Go into App Mode to test the new configuration.
Audit Analysis Data Changes
Add audit information for your imported data.
- Open the configuration form for the stream
Businesses
- Update stream attribute expressions:
- UpdateAction:
"IMPORT"
- UpdatedByName:
_user.name
- UpdatedTime:
now()
- UpdateAction:
Note |
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For auditing manual changes, you must use the exact spelling for these attributes as given above. |
To test the configuration, go into App Mode and import the test file: Import_Businesses_3.csv. You will see a new business, "EDQ Empire" has been imported. Apply an update to this contact. Open the Business All History
dashboard. You will now see two entries for this business, one for the import of the business and a second for the manual update you have just applied.
Panel |
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Next video: 18. Drag-and-drop Actions |
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