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Find out how to set up Learn to configure Audit Trail EntitiesSettings |
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Navigating to Audit Trail Settings
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FOUNDATION > SECURITY MANAGEMENT > SET UP AUDIT TRAIL |
What
is Auditare Audit Trail Settings?
Audit trail is used to monitor the changes of information which is considered as important. Audit trail settings provides the ability to select which entities and which fields should be monitored. Only one instance of active audit trail settings per each entity can be configured in the system and it can only be applied on predefined CRM.COM entities.Audit trail settings are applied, either through the UI or Web API, during Trail Settings define the rules governing Audit Trail logging in the System which monitors changes performed on System entries. Through Audit Trail Settings, the entities and fields that should be monitored can be selected. Only one 'Active' instance of Audit Trail Settings per Entity can be configured in the System. Audit Trail Settings can only be applied on predefined CRM.COM entities, either through the UI or Web API and during the execution on any of the following processes, being applied on entities or fields which are monitored by Audit Trail:
- Modifying
- Deleting
- Removing information
In addition Audit trail The logging of an Audit Trail can be applied to a block of information or to components of that block. For examplee.g., for the Contact information entity you can monitor the addresses of the contact, You have the option to monitor the whole Information Entity, the complete address block or you have the option to only monitor specific components of the address , i.(e., g Address/District) can be monitored. When you select to monitor the an address block then is monitored, every time that an the address is modified, added or deleted then a record , an entry will be added in to the audit trailAudit Trail. When you select to monitor the district is monitored, when you update an Audit Trail entry will be added when the district of an already defined address , then an audit trail record will be added.
Audit Trail Entities
Audit Trail can only be applied on the following predefined Transactional CRM.COM entities:
Main Entities
is updated.
- Navigate to Audit Trail Settings and explore existing entries via the Summary page.
- Click on the link (Name or Number) of the entry of your interest to enter the Data Entry page and see more detail.
- Use the Actions Menu to create a NEW Audit Trail Setting, modify (EDIT) or DELETE an existing one.
- Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Audit Trail Setting.
View the Audit Trail Entities Table for a complete list of the entities that can be monitored using the Audit Trail and the Attributes Table for a comprehensive description of the Audit Trail Settings fields. Check the Validations & Restrictions Table below for a list of available Actions when working with Audit Trail Settings, including each Action's related validations and restrictions.
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Main Entities | Batch Processes Run Definitions | Configuration Entities | Entity Types & Definitions |
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Configuration Entities
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Entity Types & Definitions
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GeneralCreate |
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An * indicates a field is mandatory.
Name | Description |
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Main Information | |
Entity* | The entity that the audit trail Audit Trail will be applied on. The entities which can be monitored by the audit trail Audit Trail mechanism are listed in the Audit Trailed Entities. |
State* | The state of the audit trail settings specific Audit Trail Settings instance, which can be active or inactive. Only one active instance can exists per each entity'Active' or 'Inactive'. Only one 'Active' instance can exist per Entity. |
Monitored Fields | |
Information to be monitored | A list of all fields related to the selected entityEntity that can be monitored, with the ability to enable or disable them.option to set them as Active or not. activated if the audit trail settings instance is active |
Defining your own Audit Trail tailored to your company's needs
MAIN INFORMATION
- Provide the required information
- Entity
State
MONITORED FIELDS
Select the fields to be monitored by Audit Trail OR click on ACTIVATE ALL to activate all the fields at once
LOG INFORMATION
Audit Trail Settings State is 'Active'.
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Log Information | ||
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Log Details | The standard set of Log Details information available in all entities. |
Viewing Audit Trail
Once you have set up your Audit Trailed Entities every time that a change is performed on them you will have the option to see the change are established, it will be possible to monitor their modifications directly from the entry's Data Entry page of the record that has been modified.
- Navigate to the page the Summary Page of the entity that you would like to check Entity whose Audit Trail should be monitored.
- From the summary page Summary Page search and and click on the record you would like to check entry that should be monitored, to go to the its Data Entry page.
- Click on the AUDIT LOG LOG button located at the top right corner the top-right corner of the page.
- The Audit Log modal will open providing information with on the modified fields that have changed and the changes on them
their changes.
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Visit Understanding Security Management View /wiki/spaces/WIP/pages/10008261/wiki/spaces/WIP/pages/10008261 for business examples related to Audit Trail. |
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