Filtering the Data Management Audit Trail

Overview

The Data Management Audit Trail feature lists all Object changes made in an Organization.


User Account Requirements

The user account you use to log into Resolver must have Administrator permission to use the Data Management Audit Trail feature.


Related Information/Setup

Please refer to the Exporting Data Management Audit Trail Records article for information on exporting records from the Data Management Audit Trail.


Navigation

  1. From the Home screen, click the System icon.

System Icon

  1. From the Admin: Overview screen, click the Audit Data Trail tile under the Tools section.

Audit Data Trail Tile

Filtering the Data Management Audit Trail

By default, the Data Management Audit Trail displays an Organization's changes in reverse chronological order. Follow these steps to create a more targeted Data Management Audit Trail view.

  1. From the Admin: Data Management Audit Trail screen, click the Filter and Export arrow to expand the dropdown menu.

Filter and Export Arrow

  1. Using the Filter fields, narrow the Data Management Audit Trail list.
    • Date: Select a date range using the From and To date fields by clicking a date from the Calendar pop-up. The system will return records within the data range specified.
    • Performed By: Select the User that performed the Action from the dropdown menu.
    • Object Unique ID: Enter an Object's Unique ID in the field.
    • Object Name: Enter the Object's Name in the field.
    • Object Type Name: Select the Object Type from the Object Type Name dropdown menu.
    • Action: An Action is a user or system-driven behavior that accesses or applies changes to data.
    • Event: An Event is the result of an action and drives a specific change to the data.

Filter Fields

  1. After you have applied search filters, click the Search button to return the search results.

Search Button

Note:
A system-generated message will appear if there are more than 1,500 event records. Please use or adjust your filters to narrow down your results.

  1. The following information will be returned as part of the search results:
    •  Time: The time the action occurred displayed in local time according to the user's settings.
    • Performed By: The User who performed the change. A Flag appears next to the value if an Administrator impersonates a user when changes are made. You can see the Administrator impersonating the User by hovering over the Flag.
    • Object Unique ID: The alpha-numeric ID Resolver automatically assigns to identify an object throughout the Organization.
    • Object Name: The Object's Name.
    • Object Name Type: The Object's category type.
    • Action: The change to the Object initiated by a User or the System (e.g., Nightly Trigger).
    • Event: The Object's data change that occurred due to the Action (e.g., State Change).
    • Value: The Value details the changes performed on the Object.

Search Results Section

  1. Click within a row to open extended Object details.

Object Details Pop-up

  1. The following additional information is displayed on the Object Details pop-up:
    • Object ID: The Object ID is a numeric ID that the system automatically assigns to an Object when it is created.
    • Object External Reference ID: The Object's External Reference ID is an alpha-numeric ID that identifies the Object throughout the Organization. 
    • Object Type ID:  The Object Type ID is a numeric ID assigned by a User to identify Object Types throughout the Organization.
    • Object Type External Reference ID: The Object Type External Reference is an alpha-numeric code automatically assigned by the system to identify an Object Type within the Organization.

Object Details Pop-up

>Actions and Events

The following table outlines the Actions and all the corresponding Events that can occur within that Action:

Action NameEvent Name
Add CommentAdd Comment
Add RelationshipAdd Relationship
Assign Role
Create Object
State Change
Update Field
Update Formula
Update Property
Assignment SyncAdd Relationship
Assign Role
Create Object
State Change
Update Field
Update Formula
Update Properties
Assign Role on ObjectAssign Role
Calculate FormulaUpdate Formula
Create ObjectAdd Relationship
Assign Role
Create Object
State Change
Update Field
Update Formula
Update Properties
Create Object from EmailAdd Relationship
Assign Role
Create Object
State Change
Update Field
Update Formula
Update Properties
Data ImportAdd Relationship
Assign Role
Create Object
Remove Relationship
State Change
Update Field
Update Formula
Update Properties
Delete ObjectDelete Object
Remove Relationship
Unassign Role
Update Formula
Delete User GroupUnassign Role
Delete StateState Change
Update Formula
Update Properties
Edit ObjectUpdate Field
Update Formula
Update Properties
Launch AssessmentAdd Relationship
Assign Role
Create Object
State Change
Update Field
Update Formula
Update Properties
Nightly TriggerAdd Relationship
Create Object
Remove Relationship
State Change
Unassign Role
Update Field
Update Formula
Update Properties
Remove RelationshipRemove Relationship
Update Formula
Remove UserUnassign Role
Trigger ObjectAdd Relationship
Assign Role
Create Object
Remove Relationship
State Change
Unassign Role
Update Field
Update Formula
Update Properties
Unassign Role on ObjectUnassign Role
Update CommentComment State Change
Update Comment
Update Field OptionUpdate Field
Update Formula
Update StateUpdate Properties