How to customize and filter out activities from the Audit trail?
Hi All,
I'm dealing with a requirement for a simplified Audit trail in our app.
The current one that is available under Audit - History is quite extensive and the business requires just specific activities to be captures there.
I thought of using only the Case narrative and try to filter out the activities recorded there, however without luck for now.
So, my question is how can I filter out activities that are captured in the History or Case narrative sections?
Kind Regards,
Petar Hr.
Accepted Solution
Pegasystems Inc.
US
You can use the FilterHistory Decision Tree to control the types of entries that are written in the audit history.
Aaseya IT Services Pvt Ltd
IN
Hi Petar,
Case history forms for huge data over period of time. If you are planning to filter out the history/audit trail based on certain descriptions(eg: assignment completed, case saved) - the performance impact of this should be considered.If there are only certain actions through the case process which the business is interested in & need overview of (and feel the OOTB history is something they can't live with)
Have an extra flag in history table to differentiate certain milestones in the case history. Ensure the flag/field in the table is indexed for better performance & use it as filter to show the case history. You could add certain audit details to the case on say completion of certain assignment and thereby have "business approved" descriptions as milestones/history of case.
Need to dig in if the case narrative can be really be customized for it creates pyCaseNarrative when the WO is opened.
Regards,
Tanul.
Accepted Solution
Pegasystems Inc.
US
You can use the FilterHistory Decision Tree to control the types of entries that are written in the audit history.
Louis Dreyfus Company
BG
Hi,
Thanks for this! It works on 50% for now and I think I'm doing something wrong.
So I added the AddHistory steps in my flows where I want to obtain the information for the Audit history. After that I saved a copy of theWork-.FilterHistory decision tree in my application RS and make the changes there so I can exclude most of the information collected and get only the steps defined in the flows.
However when I delete activities from the decision tree, that I don't want to see in the Audit, it does not remove the from the Audit trail.
I also set the settings in Pega-ProCom.FilterHistory to "WRITE_SOME" for all the production levels and started the "History-Work-.resetFilterHistory" activity. However the Audit trail still records all of the previous data + the newly added steps from me.
So my questions are - to remove activities from the Audit trail do I need to do a server restart or the filtering is entirely based on the Work-.FilterHistory decision tree?
If the filtering-out is entirely controlled by the decision tree - do I need to modify the original copy saved in Pega RS or my application RS copy will override the Pega one?
Kind Regards,
Petar Hr.
Louis Dreyfus Company
BG
Hi All,
So with a bit of help from a Pega dev I got this one figured out:
When you follow the above steps from CarissaW_GCS be sure to not modify the name of the Filter History decision tree once you save it in your RS and be sure that the last step of the modified decision tree evaluates to "false" so you will have only the filtered information entered in it.
Also, there is no need to add a "Add History note" activity in the flow as in each connector there is a field "Audit note" which can add this information directly.
So, with this my issue is resolved and the moderators can close this topic. Thanks again for the help guys! :)
KR,
Petar Hr.