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urlhttps://www.youtube.com/watch?v=XgXJqCpVeOA&list=PLbPt6SI1Zhb8CnWh7Gvopto7D6LEwcB9A&index=19
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Add auditing information for data changes to your appapplication. To recap the steps in the video:

Audit

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Manual Data Changes

  1. Open the configuration form for the Stream BusinessesTick stream Businesses and set:
    1. Audit Manual Changes: tick
  2. Add attributes to the stream:
    1. UpdateAction
    2. UpdatedByName
    3. UpdatedTime
      UpdatedTime - you You must make this a Datetime field.
  3. Go into app mode, and App Mode and make some changes to your business data.
  4. Now create a new view to show all history:.
    1. First create a new dashboard Businesses dashboard Businesses All History.
    2. Drag the stream Businesses stream Businesses onto this dashboard , and add all attributes to the view.
      • Hide the UID attributethe UID attribute.
    3. Open the View view configuration form.
    4. Update the Name to Business  to Business All History.
    5. Remember to set a Default Sort Order.
    6. Tick Include History Records: tick
    7. Save your changes.
  5. In the new view, you should be able to can see full details of the changes you just made to the Businesses data.
  6. Add a menu item to the Businesses view the Businesses view to provide a link from the Businesses the Businesses dashboard to the Business the Business All History dashboardHistory dashboard.
  7. Go into App Mode to test the new configuration.

Audit

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Analysis Data Changes

Add audit information for your imported data.

  1. Open the configuration form for the stream Businessesstream Businesses
  2. Update stream attribute expressions for:
    1. UpdateAction: "IMPORT"
    2. UpdatedByName_user.name
    3. UpdatedTime: now now()
Note

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

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. You will now see two entries for this business

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, 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 Actions