Using Workflow to Maintain an Audit Log

Airline Travel » Using Workflow to Maintain an Audit Log

Airline Travel » Using Workflow to Maintain an Audit Log — Thu, 10 Apr 2008 20:20:29 GMT

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re: Using Workflow to Maintain an Audit Log

Leon Tribe — Fri, 11 Apr 2008 00:25:28 GMT

To get around the previous values issue, you could create another workflow on the creation of the record to save the initial values. With the initial values and all the changes, you can record the history of the attribute values throughout the life of the record.

re: Using Workflow to Maintain an Audit Log

Guy Riddle — Sat, 12 Apr 2008 14:58:00 GMT

It should be noted that this is not intended to be a showcase method to deploy a SOX (or similar) compliant audit trail/log. For those organisations that require audit that meets appropriate compliance levels then an appropriate solution needs to be implemented. One such solution is available from c360 at http://www.c360.com/Audit.aspx

re: Using Workflow to Maintain an Audit Log

Robert A. Myers — Wed, 16 Apr 2008 00:07:39 GMT

Elegant solution for audit trail. Attempting to use this I was unable to audit trail picklist or bit fields. Am I making a mistake or will the workflow solution not allow these field types to be included.

re: Using Workflow to Maintain an Audit Log

mark — Tue, 13 May 2008 19:58:18 GMT

I was having issues with picklists also. You have to set up those fields as text (not picklist) to assign the values.

re: Using Workflow to Maintain an Audit Log

Haridas — Thu, 22 May 2008 13:52:25 GMT

on the line "Add a single statement (action) in the workflow rule to ‘Create a Record’ in the Opportunity History entity."

I am unable to locate the "Opportunity History" on the Dropdwons....

Please advice !

re: Using Workflow to Maintain an Audit Log

Martin Kirby — Mon, 09 Jun 2008 18:51:45 GMT

Re: audit and modified by, is it correct that the owner of the workflow is recorded as the 'Modified By' on a record, rather than the user who has updated the source record (in my case Contacts)?

re: Using Workflow to Maintain an Audit Log

d-Snell-b — Wed, 24 Sep 2008 15:46:00 GMT

I cant get the audit record to link to the parent record, in my case, a Case record. The view is available in Case on the left hand side but there is no Audit record showing in there.

Please advise on more info on relationships.

Dom

re: Using Workflow to Maintain an Audit Log

adam — Sun, 19 Oct 2008 23:04:18 GMT

if I switch to Japanese, Polish, etc. ,

re: Using Workflow to Maintain an Audit Log

Alex — Tue, 24 Mar 2009 18:17:32 GMT

Dear Guy,

I have created an opportunity history entity to track changes in opportunities (as explained in this page.)

The worflow’s related to the opportunity are succeeding every time I am changing an attribute but no opportunity history are created as related entities…

can you help to identify what could be checked of success ?

thanks,

alex

re: Using Workflow to Maintain an Audit Log

Tejashree.S — Wed, 24 Jun 2009 07:07:06 GMT

Hi the above information was very useful.

Can anyone of you please tell me if there is anyway that we can know the details of the users who have logged into the crm application.