Widget Connector width 900 url https://www.youtube.com/watch?v=XgXJqCpVeOA&list=PLbPt6SI1Zhb8CnWh7Gvopto7D6LEwcB9A&index=19 height 500
Add auditing information for data changes to your app. To recap the steps in the video:
Audit manual data changes
- Open the configuration form for the stream
Businesses
- Tick Audit Manual Changes
- 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, 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
- Tick Include History Records
- Save your changes
- First create a new dashboard
- In the new view, you should be able to 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 the
Businesses
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 for:
- UpdateAction:
"IMPORT"
- UpdatedByName:
_user.name
- UpdatedTime:
now()
- UpdateAction:
Note |
---|
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 |
---|
Next video: 18. Drag and Drop |