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 appapplication. 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
UpdatedTime
- you You must make this a Datetime field.
- Go into App Mode, and 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.
- Tick Include History Records: tick
- Save your changes.
- First create a new dashboard
- In the new view, you should be able to can see full details of the changes you just made to the
Businesses
data. - Add a menu item to the Businesses view 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 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 . 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-drop Actions |