Setting up and configuring Field Audit

Field auditing is helpful when troubleshooting issues to find when and where changes have been made to a particular field. ***

For a dataform field audits:

1.

Select the Audit this field option for the applicable attribute.

2.

The Audit this field option on the dataform field admin is disabled for Text Areas, Log fields, and Multiples.

3.

When this option is selected, it creates a record in the Field Audit Configuration form.

4.

If a previously selected option is cleared, the Field Audit Configuration record is removed automatically.

For the Organization only:

You must manually add a record to the Field Audit Configuration.

1.

Go to System Admin > Advanced > Tables.

2.

Add a tblOrganization record if it does not already exist.

3.

Add the fields you would like to audit.

For security:

1.

Global Admin has automatic access to the Audit icon.

2.

Non-Global admins need to be configured as an Admin for the given dataform.

3.

If the field being audited is on an Organization or Contact, the user needs to have the tblOrganization and/or tblContact security entity added to their role.

Note:  *** A large number of audited fields can cause performance issues.

You can audit the following list of Org General Tab database field names:

fkContactIDPrimary	fkUserIDOwner	Active
Name	EmployerIDNumber	OrganizationOwnerName
AKA	Address1	Address2
City	State	PostalCode
Country	County	Phone
Phone2	Fax	Website
crCategory	crSource	crStatus
crBusinessType	HotList	Locked
FollowUpDate	StatusChangeDate	StatusChangeUserId
CreateDate	CreateUserId	UpdatedDate
UpdatedUserId	fkParentOrganizationID	Lineage
IndustryCode	ImportID	AllowImport
OrganizationGUID	fkTeleSalesRepUserID