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 Businessesstream
Businesses
- Tick Audit Manual Changes
- Add attributes to the stream:
UpdateAction
UpdatedByName
UpdatedTime
- you must make this a Datetime field
- Go into app mode 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 dashboard
Businesses All History
- Drag the stream Businesses stream
Businesses
onto this dashboard, add all attributes to the view- Hide the UID attributethe
UID
attribute
- Hide the UID attributethe
- Open the View view configuration form
- Update the Name to Business to
Business All History
- Remember to set a Default Sort Order
- Tick Include History Records
- Save your changes
- First create a new dashboard Businesses 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 the
Businesses
dashboard to the Business theBusiness All
History dashboardHistory
dashboard. - Go into App Mode to test the new configuration.
Audit analysis data changes
Add auditing of analysis data to your app. To recap the steps in the video:audit information for your imported data
- Open the configuration form for the stream Businessesstream
Businesses
- Update stream attribute expressions for:
- UpdateAction:
"IMPORT"
- UpdatedByName:
_user.name
- UpdatedTime: now
now()
- UpdateAction:
Note |
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For auditing manual changes, you must use the exact spelling for these attributes as given above. |
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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.
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Apply an update to this contact.
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Open the
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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.