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, select the Audit this field option for the applicable attribute.
The Audit this field option on the dataform field admin is disabled for TextAreas, Log fields, and Multiples.
When this box is selected, it creates a record in the Field Audit Configuration form.
If a previously checked box is unchecked, the Field Audit Configuration record is removed automatically.

For the Organization only, you must manually add a record to the Field Audit Configuration.

Go To System Admin > Advanced > Tables.
Add a tblOrganization record if it does not already exist.
Add the fields you would like to audit.

Security:

Global Admin has automatic access to the Audit icon.

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

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

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

The following list of Org General Tab database field names can be audited:

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

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Setting Up And Configuring Field Audit

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