17. Auditing Changes

Add auditing information for data changes to your app. To recap the steps in the video:

Audit manual data changes

1. Open the configuration form for the Stream Businesses
2. Tick Audit Manual Changes
3. Add attributes to the stream:
   1. UpdateAction
   2. UpdatedByName
   3. UpdatedTime - you must make this a Datetime field
4. Go into app mode, and make some changes to your business data.
5. Now create a new view to show all history:
   1. First create a new dashboard Businesses All History
   2. Drag the stream Businesses onto this dashboard, add all attributes to the view
      • Hide the UID attribute
   3. Open the View configuration form
   4. Update the Name to Business All History
   5. Remember to set a Default Sort Order
   6. Tick Include History Records
   7. Save your changes
6. In the new view, you should be able to see full details of the changes you just made to the Businesses data.
7. Add a menu item to the Businesses view to provide a link from the Businesses dashboard to the Business All History dashboard.
8. 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:

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

For auditing manual changes, you must use the exact spelling for these attributes as given above. When auditing analysis changes, you could use any attribute names. But in this case, since we are auditing both manual and analysis changes, it makes sense to use the manual audit attributes to record the analysis audit as well.

1. 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" imported.
2. Apply an update to this contact.
3. Check the 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